CREATIVE SOLUTIONS ACCOUNTING
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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
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If you have locations and/or departments set up in the Chart of Accounts mask, you can easily filter on those locations and/or departments in an Engagement CS workpaper in Microsoft Excel. This feature allows you to add multiple locations and/or departments together without having to use the Insert Multiple Formuladialog. Filtering is especially beneficial for clients for whom you prepare reports based on funds.
- Click the Filter
button on the Engagement CS toolbar to open the Select Locations and Departments dialog. - Double-click or highlight the items in the Available pane and click Select or Select all to move the items to the Selected pane.
- Click OK to insert the selected location and/or department in the formula.
Notes
- You can choose to filter the list of Locations and/or Departments by selecting the appropriate items from the available drop-down lists in the Locations and/or Departments fields of the Select Locations and Departments dialog. For example, you could select All locations and/or departments or select specific items. Specific locations/departments in the Selected pane are replaced when All locations/departments are selected for the same grouping.
- The formula bar in the Engagement CS toolbar contains the word Filter when multiple locations and/or departments are selected in the Select Locations and Departments dialog.
- The application retains the Locations and/or Departments that an individual cell holds enabling you to edit and select which locations and/or departments you want designated for that cell at any time.
- You can also click the Location/Department Filter button in the Insert Multiple Formulas dialog to create filtered formulas as described above.
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