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Search and filter data

Use these search and filter methods to navigate
Workpapers CS
 more efficiently and find the data you need faster.
Searching and filtering help you quickly find the information you need in
Workpapers CS
.

Search data lists

  1. Find the
    Search
     field in the upper-left corner of most screens.
  2. Enter what you're looking for and press ENTER or select Location
  3. To clear your search and see all data again, select Delete next to the
    Search
     field.

Filter data lists

  1. Select Filter next to the
    Search
     field.
  2. Choose your filter criteria from the dropdown list.
  3. Select a filter method.
  4. Enter any extra information if prompted.

Create a custom filter

  1. Open the screen where you want to use the filter.
  2. Select Filter.
  3. Do 1 of the following:
    1. Enter a new filter name and press TAB, then select
      Yes
       to create it.
    2. Right-click and select
      Add Filter
      .
  4. In the
    Filters
     window:
    • Name your filter.
    • Set up to 6 filter criteria.
    • Choose if the results should match all criteria or only 1.
  5. Select
    Enter
     to save, then
    Done
     to return to your screen.
Your new filter will appear in filter lists across the application.

Change or delete a saved filter

  1. Open the relevant screen.
  2. Select Filter.
  3. Select the filter you want to change.
  4. Right-click and select
    Edit Filter
     or
    Delete Filter
    .
  5. Make your changes in the
    Filters
     window, then select
    Done
    .

This article applies to:

  • Product: Accounting CS, Workpapers CS