Customize trial balance views
In Engagement Manager, you can add custom trial balance views to display the information you want to see in the format that fits your needs. You can also import customized trial balance views from other engagements.
Add a trial balance view
- In theTrial Balancetab of the engagement, selectSetup.
- SelectViews, then selectAdd view.noteEngagement Manager displays the same columns as the currently selected trial balance when you add a new view. You can delete or move the existing columns as needed.
- Enter a name for the new view, then selectSave.note
- For a divisional client, you can create separate views by division or combination of divisions.
- For a fund client, you can create separate views by category, type, or fund or a combination of the 3.
Change column settings in a trial balance view
- In theTrial Balancetab, selectSetup, thenViews.
- Select the view you want to make changes to.
- Select a column in theVisible columnssection, and use the options in theColumn propertiessection to make changes.
- SelectSavewhen you're finished.
Add a column to a trial balance view
- In theTrial Balancetab, selectSetup, thenViews.
- Select the view you want to add a column to.
- SelectAddin theVisible columnssection.
- Choose aColumn typein theColumn propertiessection.
- SelectSavewhen you're finished.
Delete a column in a trial balance view
- In theTrial Balancetab, selectSetup,Views.
- Select the view you want to delete a column from.
- Select the column you want to delete in theVisible columnssection, thenDelete.
- SelectSavewhen you're finished.
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