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Trial Balance

Finalize or unfinalize a binder

Finalize

When you have completed all work in a binder, you can finalize it to protect all documents from further updates, remove workpapers marked as
Delete on Finalize
, and permanently empty the Recycle Bin for the project.
From the
Binders
 tab, select
Actions
, then
Finalize Binder
.
The following actions occur when you finalize a binder.
  • All items in the project binder are locked and can't be modified.
  • Workpapers marked as
    Delete on Finalize
     are permanently deleted—including comments—unless you choose to retain the workpaper.
  • All items in the Recycle Bin for the binder are permanently deleted.
note
  • A lock icon appears next to the first folder of the binder that indicates that all documents in the binder are locked, and a
    Binder has been finalized
     message appears before the binder list.
  • A lock icon appears on the Binder tab so that even when you're not in the Binder tab you can see when a binder is finalized or not.

Unfinalize

You can choose to unfinalize a binder to continue to update existing workpapers and add new workpapers, as needed.
From the
Binders
 tab in a finalized binder, select
Actions
, then
Unfinalize Binder
.
The following actions occur when you unfinalize a binder.
  • All workpapers not deleted during the finalize process are made available for editing.
  • The lock icon and related finalize label is removed from the binder list.
  • The lock icon is removed from the Binder tab.

This article applies to:

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