Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Trial Balance

Add and edit comments in the Trial Balance screen

To add comments to the rows of the Trial Balance grid, you must first add a
Comments
 column via the
Manage Views
 screen. You can then use the
Trial Balance
 screen to add, edit, and delete comments.
With your project open, select the
Trial Balance
 tab.

Add the Comments column

  1. In the
    Trial Balance
     screen, select
    Manage Views
    .
  2. In the
    Columns
     section of the
    Manage Views
     screen, select
    Add
    .
  3. Select
    Comments
     from the
    Column Type
     dropdown in the
    Column Details
     section.
  4. Select
    Save
    .

Add comments

  1. In the
    Trial Balance
     screen, locate the row that you want to add a comment to and select
    Add a comment
     from the
    Comments
     column.
  2. In the
    Comment
     screen, enter your comment and select
    Add
    .
  3. Close the
    Comment
     screen.
  4. Repeat this process to add more comments to the same row.
    note
    After you've added your first comment,
    Add a comment
     is replaced with
    Comments
    .

Edit or delete a comment

  1. In the
    Trial Balance
     screen, locate the row that contains the comment you want to edit or delete, then select
    Comments
     from the
    Comments
     column.
    note
    If more than 1 comment has been entered for this row, the
    Comments
     button will also display the number of comments.
  2. A list of comments is displayed. Select
    Edit
     next to the comment you want to edit or delete.
  3. To edit the comment, enter your changes to the text, then select
    Update
    . To delete a comment, select
    Delete
    .
  4. Close the
    Comment
     screen.
    note
    • Only the staff member who created a comment can edit or delete it.
    • Comments are visible only to staff within Onvio.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Trial balance
  • Audiences: Staff