Create divisions in the Trial Balance tab
important
- You can only use divisions for engagements designated to use a divisional account structure.
- All of an engagement's accounts must match the divisional mask exactly for you to be able to use division features. If your client provides a trial balance with account numbers that do not have the same number of characters, you'll need to add characters (such as zeros) to use this structure as intended.
You can use divisions to refine trial balance views and for reporting purposes. For example, you could define divisions for locations, departments, units, funds, projects, cost centers, and activities.
- On theEngagement dashboard, select the engagement to view it.noteIf the engagement is not on yourEngagement dashboard, useOpen engagementsto add it.
- Select theTrial Balancetab on the navigation pane.
- SelectSetup, thenDivisions.
- SelectAdd.
- Enter aDivision NameandDivision Description.
- You can choose from the following save options:
- selectSave and Closeto close the Add Division panel.
- selectSave and Add Moreto add divisions.
- Select the Back arrow to close the Divisions workspace.tip
- To disable a division, selectEditin the Divisions screen, then mark the Disable checkbox.
- To delete a division, selectDeletein the Divisions screen.
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Consolidate trial balance data
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