Trial Balance

Settings tab

With a project open, click the Settings tab. You can use this tab to change various project settings for Onvio Trial Balance.
Onvio Trial Balance users:
 Click the Edit Contact link to make changes to the contact in Onvio Centre.
note
  • You can click the Edit Contact link to make changes to the client in Onvio .
  • When you finalize a binder for a contact, the Binder Settings section in the screen becomes disabled, and cannot be updated until you unfinalize the binder.
  • We added Onvio Tax to the list of available tax vendors in Contact Settings.

This article applies to:

  • Product: Onvio
  • Audiences: Staff