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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

To add a new item
Click the Add button and enter a description for the new item in the first field of the first tabbed page. Complete all applicable fields on the first tabbed page, and then click the next tab. After you have completed the applicable fields in all tabbed pages of this dialog, click the Enter button to save the information. The application will add the new item to the list pane at the top of the dialog.

Since you are still in add mode, you may begin entering another new item. Otherwise, you may click the Cancel button to tell the application you have finished adding items. (The Add, Edit, and Delete buttons are disabled while you remain in add mode.)

To edit an existing item
In the list pane at the top of the dialog, click the item you wish to update and then click the Edit button. To scroll through the list, use the arrow or Page Up / Page Down keys, or drag the scrollbar. When you have finished making your edits, click the Enter button to save the changes.

To delete an item
In the list pane at the top of the dialog, click the item you wish to delete and then click the Delete button. The item will be permanently deleted.

To close this dialog
After you have finished adding or updating information in this dialog, click the Done button.

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