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Customize the Navigation pane and Reports lists

Workpapers CS
 lets you customize how you see and use the application. You can change the Navigation pane and Reports lists to fit your workflow.

Customize the Navigation pane

  • Show or hide the pane:
    • Select
      View
      , then
      Navigation Pane
      , or press Alt+F1.
  • Organize icons:
    • Drag and drop shortcuts where you want them.
  • Choose your options:
    1. Select Navigation pane options and choose
      Navigation Pane Options
      .
    2. Mark the checkboxes for the groups you want to see.
    3. Or, select
      Add or Remove Buttons
       to turn groups on or off.
  • Save space:
    • Select Navigation pane options and choose
      Show fewer buttons
       to see icons only.
    • Select
      Show more buttons
       to see the full labels again.

Customize the Print Reports screen

  1. Right-click any group button at the end of the Reports list.
  2. Select
    Navigation Pane Options
    .
  3. Mark the checkboxes for the groups you want.
  4. Use
    Move Up
     and
    Move Down
     to change the order.

Customize the Reports list

  • Organize reports:
    • Drag and drop the icons where you want them.
  • Choose what to see:
    1. Select Navigation pane options at the end of the Reports list and choose
      Navigation Pane Options
      .
    2. Mark the checkboxes for the groups you want to see.
    3. Or, select
      Add or Remove Buttons
       to turn groups on or off.
  • Save space:
    • Select Navigation pane options and choose
      Show fewer buttons
       to see icons only.
    • Select
      Show more buttons
       to see the full labels again.

This article applies to:

  • Product: Accounting CS, Workpapers CS