Sage 100

I've seen paperless office folders setup several ways: a. Create separate company, journal type b. Create one journal type c. Just create one big folder and put all journals and registers in there I tend to like option C because it's easiest to move Any pros/cons to the folder setup?

I create a folder per company. Then under that I have folders for Journals, Reports and PE. And if they have Payroll, It gets its own folder. So what is that, something in between A and B, kind of like Track 9 3/4?

CompanyCode / Paperless Type (Journals or Period End or Reports or Forms) / Module. Like PAPERLESS\ABC\Journals\GL. It's completely overkill, and unless you have Alnoor's search-and-replace script, a nightmare when moving to a new server, but I guess I like things orderly.

I used to follow A in the beginning, now I do C. I haven't seen any reason to keep following A as the moving is a nightmare.

I typically use company/module. But we learned the hard way NOT to put the folder inside the MAS90 directory or you have to relink when you upgrade. Now we put it inside the share point but outside the MAS90 folder. then you only have to relink if they are switching servers as @SteveIwanowski mentioned.

Ditto @DavidOverholt . All of my original 4.3 upgrades were within the MAS folder so if IT only backed up that folder, they were good. It took me far too many painful upgrades to finally get a clue and move it out. But I do break it down by type because I ran into an error once when the folder was ""full"". Yeah, yeah, I thought that didn't happen anymore, but it did, on an older Win server. (Don't know the version.)

We also do what @MadelineStefanou does. I sometimes wonder if we shouldn't just have one folder for everything except Payroll under the company folder. Our customers rarely search the actual directory for the pdf.

Thanks - good info. I usually create an \acct then plop \mas90, \paperless , \source disks inside there. That way I can backup everything from the \acct. I too made the mistake of putting paperless inside \mas90 early on which makes migration more time consuming.

@MadelineStefanou is how I set up. But I do keep the folders outside of Sage so I don't have to touch the pathing when I upgrade. If you set up by module, it just becomes a huge PITA to track things. Separate folders for journalsRegisters, Forms, PeriodEnd, etc. PR is elsewhere with network security restricting user access

I create company/module folder structure. One big folder will end up with too many files to enumerate may cause issues with backups and opening the folder with windows explorer. FWIW - I created a batch file that uses the company code as a parameter to create the folder structure.

What's the plan for deleting old records? What are the recommended retention time frames?

^^ good question for the atty talk at MOTM