Use the trial balance features in Engagement Manager to import, analyse, and update trial balance data in a spreadsheet format. You can include net income, journal entry details, and trial balance history.
You can select column headings to sort data reorder columns with drag and drop.
Add accounts
You can add accounts for a selected engagement in the
Trial Balance
tab, and import accounts from a spreadsheet.
Assign account types and account groupings
You can assign 5 different types of accounts based on the Account Classification grouping code. You can also use account groupings to help you organise activities in the trial balance.
Customize and filter trial balance views
You can customize trial balance views and add filters and sort account data to streamline your workflow.