How do I add a new Year folder in CCH Axcess™ Document or ProSystem fx Document?

CCH ProSystem fx Document
  1. Dashboard > Configuration > Document > Lists > Document Lists > Years > New.
  2. Enter the Year.
  3. Press the Tab key and close the window.

CCH Axcess Document
  1. Dashboard > Application Links > Document Lists > Years > New
  2. Enter the Year.
  3. Press the Tab key and close the window.
After creating the new Year, a new Year folder will automatically appear in the Folder Templates at the bottom of the listing of folders. If you want to change the sort order, see How do I change the sort order of folders in CCH Axcess Document or CCH ProSystem fx Document?

 
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