Use trial balance features
Use the trial balance features in Engagement Manager to import, analyze, and update trial balance data in a spreadsheet format. You can include net income, journal entry details, and trial balance history.
You can sort data by selecting column headings, and you can drag and drop columns to reorder them.
Add accounts
Assign account types and account groupings
You can assign five different types of accounts based on the Account Classification grouping code. You can also use account groupings to help you organize activities in the trial balance.
Customize and filter trial balance views
You can customize trial balance views and add filters and sort account data to streamline your workflow.
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Trial balance data entry tips
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