Filter by Folder [View menu]

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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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.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 currently working on appear in the Tree View window. The folder you choose to filter by will be the only one that appears in the Tree View window, and the only one you can work on.

Highlight the folder to view and choose View > Filter by Folder, or click the Filter /_images/acct_pr/csa/filterbutton.gif button on the toolbar, or right-click and choose Filter on this folder.

  • The folder you choose to filter by will expand in the Tree View window.
  • If you specify a folder that contains other folders, you can filter further by highlighting one of the other folders and choosing View > Filter By Folder or by clicking the Filter button on the toolbar.
  • You can save your work and view all the folders again by choosing View > Show All Folders, or by clicking the Show All Folders /_images/acct_pr/csa/showallfoldersbutton.gif button on the toolbar.

See also: Filtering by folder

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