Filter by folder

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

You can choose to have only the folder or engagement you are working on appear in the Tree View window.

  1. Choose View > Filter By Folder, or click the Filter /_images/acct_pr/csa/filterbutton.gif button on the toolbar.

    Note: The filter dialog lists only the currently selected engagement.

  2. In the Filter dialog, highlight the folder you wish to work in.
  3. Click the OK button. The folder you highlighted is now the only one that appears in the Tree View window, and it is the only one you can work in.

    Note: The folder expands in the Tree View window.

  4. To view all folders and engagements, choose View > Show All Folders, or click the Show All Folders /_images/acct_pr/csa/showallfoldersbutton.gif button.

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