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CCH Software User Documentation

Excluding and Including Formats

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If a format is selected by it but you do not want to include it in the financial report, you can exclude it by clearing the check box.

To exclude or include a format within a Collection in the Format Designer window

  • Choose the Entity, draft Master Pack and Collection Name
  • Within the Collection, highlight the page you wish to exclude
  • Right click  and choose Mark as Deleted from the list, this will exclude the page /note from the Collection and send it to the top of the list
  • If you wish to include at a later date, right click and UnDelete, this will include the page /note within the Collecton and send it to the bottom of the list.
  • Click on Change sequence on the ribbon and drag drop to the required position in the Collection.

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