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•
To add information to a field, click in the field and begin typing, use the
dropdown menus, or click the radio buttons.
•
Cells containing comments will display a small red triangle in the upper
right corner of the cell.
Deleting a Folder
You can delete a folder whenever you no longer need it. To do so:
1.
Select the folder(s) you want to delete.
Delete
2.
Click the
3.
When prompted, click on
Working with deleted folders
•
To view the Deleted Folders window, choose
Items > Folders
•
To restore deleted folders, first view the Deleted Folders window (as described
above), then select the folder(s) and click on
•
To close the Deleted Folders window, click on the
•
To permanently erase deleted folders, choose
Items > Folders
Clearing Folder Rows
If you were finished reviewing a set of folders and wanted to "clear the slate" to work
with a different set of reports, you could do so by clearing your folder rows. Just go
to Edit > Clear All Grids to clear all rows in both the folder and receipts grids.
link on the upper right side of the Folder grid.
Yes
to confirm the deletion.
.
Yes
. Click
to confirm.
Tools > Go To Deleted
Restore.
Close
button.
Tools > Empty Deleted
12
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