Trial Balance

Add an account to a trial balance in Engagement Manager

  1. Open the engagement you want to work with and select the
    Trial Balance
     tab.
  2. Select
    Account
    , then select
    Add
    .
  3. In the
    Account Properties
     panel, enter the account number and a description.
  4. Select
    Save and Add More
     if you want to add another account, or select
    Save and Close
     if you're finished.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Trial balance