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Initially, the list includes the following cash equivalents. 
The Cash Equivalents list
By creating groups (folders) for related cash equivalents, you can create a hierarchy structure. The number of levels is virtually unlimited.
The toolbar buttons
To add a new cash equivalent, click the Create button on the toolbar. For details, refer to Adding a Cash Equivalent. For description of other buttons, refer to List toolbar.
To view or edit an existing cash equivalent, double-click the line with the cash equivalent in the list.
As the list is populated, you can change its display settings. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Work with the item list.
Click the Create group button to create groups (folder) for cash equivalents.
Creating a Group of Cash Equivalents
In the Cash Equivalents (create folder) form, to create a group, enter its description.
The Cash Equivalents (create folder) form
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<Auto> in the Code field indicates that the system will assign a unique identifier to the new group of cash equivalents once you save it.
Click Save to save the new group or the Save and close button to save the group and close the form.
Then, you can populate the group by creating new cash equivalents or by using drag and drop of existing cash equivalents.