Tickmarks setup
Tickmarks are available to use for all contacts in your firm. The application includes 36 existing tickmarks that can be customized to meet your needs.
Open a project in Onvio Trial Balance and choose
Tickmarks
from the Setup
menu.Edit tickmarks
- In theTickmarksscreen, selectEdit.
- In theDescriptionfield, enter up to 20 characters that may contain numbers or letters, but can't contain any of the following special characters:/ ? < > \ : * | " "note
- The list of tickmarks displays all default tickmarks that have been set up for the firm.
- TheDescriptionfield can't be blank.
- Tickmark descriptions must be unique.
- You can edit only 1 tickmark at a time.
