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

  1. In the
    Tickmarks
    screen, select
    Edit
    .
  2. In the
    Description
    field, 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.
    • The
      Description
      field can't be blank.
    • Tickmark descriptions must be unique.
    • You can edit only 1 tickmark at a time.