Trial Balance

Import trial balance views in Engagement Manager

Follow these steps to import trial balance views from another engagement.
  1. In Engagement Manager, open the engagement, then select the
    Trial Balance
     tab.
  2. Select
    Setup
    , then
    Views
    .
  3. Select
    Import
    .
  4. Select client and engagement
    , choose a client, and select
    Next
    .
  5. Select an engagement, then
    Next
    , and
    Next
     again.
  6. Tick the checkboxes for the views you want to import, then select
    Done
    .
    note
    If you import a trial balance view with the same name as an existing view, you'll be prompted to replace the existing view.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Trial balance