Trial Balance

Add an account to a trial balance in Engagement Manager

tip
If you need to add multiple accounts to a trial balance, you can import trial balance data from a spreadsheet.
  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.
    note
    • Account numbers can have up to 65 characters.
    • Account descriptions can have up to 120 characters, including spaces.
  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