Filter by folder

Show expandable text

Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

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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