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
- In theTrial Balancescreen, selectManage Views.
- In theColumnssection of theManage Viewsscreen, selectAdd.
- SelectCommentsfrom theColumn Typedropdown in theColumn Detailssection.
- SelectSave.
Add comments
- In theTrial Balancescreen, locate the row that you want to add a comment to and selectAdd a commentfrom theCommentscolumn.
- In theCommentscreen, enter your comment and selectAdd.
- Close theCommentscreen.
- Repeat this process to add more comments to the same row.noteAfter you've added your first comment,Add a commentis replaced withComments.
Edit or delete a comment
- In theTrial Balancescreen, locate the row that contains the comment you want to edit or delete, then selectCommentsfrom theCommentscolumn.noteIf more than 1 comment has been entered for this row, theCommentsbutton will also display the number of comments.
- A list of comments is displayed. SelectEditnext to the comment you want to edit or delete.
- To edit the comment, enter your changes to the text, then selectUpdate. To delete a comment, selectDelete.
- Close theCommentscreen.note
- Only the staff member who created a comment can edit or delete it.
- Comments are visible only to staff within Onvio.
