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?

 
  Solution Tools
  Attachments
 Solution Id 000069299/How-do-I-add-a-new-Year-folder-in-CCH-Axcess-Document-or-Document-On-premise
 Direct Link
To provide feedback on this solution, please login.

Your feedback about this article will help us make it better. Thank you!