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Customize folders
You can use the
Folder Properties
screen to view and change the list of clients that you want to associate with the custom folder.Right-click a custom folder in the Reports list and select
Properties
.Customize the properties
- Name: Displays the name of the folder in the Identification section.
- Contains: Displays the number of documents in the selected folder.
- Client associations: Displays the clients that are associated with the custom folder. To change the list, select the ellipses button to select clients that you want to associate with the custom folder.
This article applies to:
- Product: Accounting CS
- Subject: Reports