Skip to main content
Trial balance
Search
Search Accounting CS Support Help and Support.

This article applies to:

  • Product: Accounting CS,Workpapers CS
  • Subject: Chart of Accounts,Posting periods,Trial balance

Work with tickmarks

Tickmarks are available to use for any clients of the firm. The application includes 29 default tickmarks that can be customized to meet your needs. Also, you can create an unlimited number of new tickmarks by using your own images or text indicators.
After first setting up a Tickmarks column in the Trial Balance grid of the
Actions
, then
Enter Trial Balance
 screen, via the
View Maintenance
 window, you can apply tickmarks to any items in the grid as necessary.
note
  • Tickmarks are created and customized at the firm level and are available for use with all clients in the firm.
  • Tickmarks can be created using text or images.

Create tickmarks

  1. Select
    Setup
    Firm Information
    Tickmarks
    .
  2. Select
    Add
    .
  3. In the
    Description
     field, enter up to 50 characters that may contain numbers, letters, or special characters.
    note
    You can edit the description of any of the 29 existing tickmarks that are available from the Description list.
  4. In the Tickmark section, select
    Text
     or
    Image
     to define the tickmark.
    1. Select the ellipsis next to the
      Text
       field to customize the font type, style, and size of the tickmark text.
    2. Select the ellipsis next to the
      Image
       field to go to the location of the image file to use for the tickmark.
  5. Select
    Enter
     to save the tickmark.

Create a tickmark column

  1. In the
    Enter Trial Balance
     screen, select
    View Maintenance
    .
  2. In the
    View Maintenance
     window, select
    Add
    , or select an existing trial balance view from the Description list and select
    Edit
    .
  3. Select the 1st blank row in the grid in the Column Order section.
  4. Select
    Tickmark
     from the dropdown in the Column Type section.
  5. Select the appropriate period and year from the respective dropdowns in the Column Definition section.
  6. Select
    Enter
     then
    Done
     to close the
    View Maintenance
     window and return to the
    Enter Trial Balance
     screen.

Insert a tickmark in the Trial Balance grid

  1. In the Trial Balance grid in the
    Enter Trial Balance
     screen, select the cell in the Tickmark column on the row you want to insert the tickmark for.
  2. Select a tickmark from the dropdown.
  3. Repeat these steps for any other items in the trial balance grid that need a tickmark.
note
  • The dropdown for the Tickmark column in the Trial Balance grid includes all tickmarks (including application defaults) that have been created in the
    Tickmarks
     screen.
  • Because tickmarks are associated with specific accounts, you may have only 1 tickmark per period for each account.
  • Tickmarks can be carried forward to the next period and/or year.
  • Only the tickmark description is displayed in the Trial Balance grid.

Insert a tickmark from the PDF editor

note
When the
Open PDF workpapers in native PDF application
 checkbox is marked in the
Preferences
 tab of the
Setup
Firm Information
Firm
 screen, the ability to open the
PDF editor
 in the Workpapers Dashboard and add tickmarks isn't available.
  1. Select
    View
    , then
    Workpapers Dashboard
    .
  2. Double-click a PDF workpaper to open it in the PDF editor.
  3. Using the
    Stamp tool in the PDF Editor
    , choose the tickmark image that you want to add to the PDF document.
  4. Select the location in the PDF where you want to place the selected tickmark. (After the image has been added to the document, the image can be resized as needed.)

Add custom tickmarks from the PDF editor

  1. In the PDF editor, mark the
    Show Stamps Palette
     checkbox located in the dropdown menu next to the Stamp tool in the Comment and Markup toolbar.
  2. In the
    Stamps Palette
     window, mark the
    Custom Tickmarks
     checkbox.
  3. Use the available menu commands to add custom tickmarks, either from an image or PDF on your local drive, or an image stored in your clipboard.

Insert a tickmark in a Microsoft Word or Microsoft Excel document

You can take advantage of the
Workpapers CS add-in
 to insert tickmarks into workpapers that are opened in Microsoft Word and Microsoft Excel from within the engagement binder.
  1. Choose
    View
    , then
    Workpapers Dashboard
    .
  2. Double-click a Microsoft Word or Microsoft Excel document to open it in its native application.
  3. With your mouse pointer, select the location in the workpaper to insert the tickmark.
  4. In the Workpapers CS ribbon, select the tickmark image to insert into the workpaper.
note
You can also insert a tickmarks legend into the workpaper from the Workpapers CS ribbon that lists all of the tickmarks that are available in the
Tickmarks
 screen.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close