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Trial Balance

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

  1. Select
    Add
     in the
    Manage Views
     screen to open the
    Add View
     panel and enter a name for the new view.
    note
    The 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.
  2. Select
    Add
    .

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 the
    Add
     button in the
    Columns
     section 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 the
    Freeze
     field. 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 the
    Display separate debit/credit columns
     checkbox to display separate debit and credit columns and the net debit or credit amounts for each.

This article applies to:

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