Yes you definitely can do that. CRE allows multiple companies within a folder; and multiple folders. The structure of your record keys (Job code, GL Codes etc) can be different (or keep them the same) in each folder depending on why you want to split the companies out. You can limit access to each folder in Sage security or use Windows security to limit accessibility.

Joe,

To expand on the previous post, Sage 300 CRE handles multiple company folders very well.  You are able to store them in the same parent folder as your existing company folder, or in a completely different parent folder or location.  If you are using Security, you can specify which users have access to which companies as well.

When it comes to location, I would recommend using a UNC path rather than a local drive path when adding to your Company list (when opening Sage or attempting to switch companies).  So, rather than having a path of C:\ProgramData\Sage Timberline Office\Data\MyCompanyFolder, it would be \\MyServer\Timberline Office\Data\MyCompanyFolder.  Using a local path would work initially if you have only one user and Sage is installed only on one machine, but would become an issue when you need to transfer the install to a new computer (because the old computer is being replaced or drives are being replaced).  To confirm further, you could have several different locations if you choose:

Example 1:

• \\MyServer\Timberline Office\Data\MyCompany1
• \\MyServer\Timberline Office\Data\MyCompany2

Example 2:

• \\MyServer\Timberline Office\Data\MyCompany1
• \\MyServer\Timberline Office\Data2\MyCompany2

Example 3:

• \\MyServer\Timberline Office\Data\MyCompany1
• \\MyServer\Accounting\Data\MyCompany2

Example 4:

• \\MyServer\Timberline Office\Data\Construction\MyCompany1
• \\MyServer\Timberline Office\Data\Manufacturing\MyCompany2
• \\MyServer\Timberline Office\Data\Property Management\MyCompany3

So, you can place company folders in multiple locations.  They do need to all reside on a local drive of the machine/server with the server installation.  They should be added to your menu using UNC paths (as above).  It is best to name them differently and do not  locate one inside a folder of another.  Using Sage Administration, you can have them automatically backed up even when they are in different locations/parent locations.

A common practice is to create a second company folder specifically to manage Executive Payroll separately while sharing the same CM, AP, GL files as the main company.  Point being the software is flexible and you can get very creative with them.

I hope that helps.

Todd Baker
Sage Consultant

Thanks for the responses we were able to create a new data folder and between windows and sage permissions got the results we needed.