Manage views in the trial balance
You can use the
Manage views
screen to add, rename, and delete views. You can also change the order of columns for a selected trial balance view.Open a project in Onvio Trial Balance, select the
Trial Balance
tab, and then select Manage Views
.Add a trial balance view
- SelectAddin theManage Viewsscreen to open theAdd Viewpanel and enter a name for the new view.noteThe application shows the same columns as the currently selected Trial Balance when you add a new view. The existing columns can be deleted or moved, as needed.
- SelectAdd.
Import views
You can import trial balance views from other client contacts.
note
If you import a view with the same name as an existing view, you'll be able to choose what to do with the existing view.
Modify, add, and delete a column in the view
To modify column settings in a view, select a column in the Columns section, and then update its settings in the Column Details section.
To add a column to a view, select
Add
in the Columns
section, then select its settings in the Column Details
section.To delete a column in a view, select a column in the
Columns
section, then select Delete
.note
- You are required to select the following details when you choose to add an Amount type column.
- Balance Type
- Period
- Fiscal Years
- When you select theAddbutton in theColumnssection of the screen, a column with the following default settings is inserted. (These settings can be modified as needed.)
- Column type – Amount.
- Balance type – Unadjusted.
- Period – Year to Date.
- Fiscal years – Current Year.
- You can select the number of columns to freeze in the Trial Balance view from theFreezefield. The columns that are frozen are displayed next to the gray vertical border in the Trial Balance grid. You can use the horizontal scroll bar at the bottom of the Trial Balance grid to view those columns that are off screen.
- You can mark theDisplay separate debit/credit columnscheckbox to display separate debit and credit columns and the net debit or credit amounts for each.
