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You can create a standard set of tickmarks from a list of predefined and customizable tickmark symbols. Tickmarks can assist you in organizing comments and workflow processes for your clients in Accounting CS. The application provides 29 default tickmarks that can be deleted or edited, as necessary.
Choose Setup > Firm Information > Tickmarks.
Notes
- Tickmarks are created and customized on a firm level, therefore they are available for use with any of the firm's clients.
- Tickmarks can be created using text or images.
- All tickmarks that you create in the Tickmarks screen (including application defaults) are available to be inserted from the Tickmark column of the Trial Balance grid, the PDF editor (stamp tool), and via the Workpapers CS add-in in Microsoft Word and Microsoft Excel.
- Because tickmarks are associated with specific accounts, you may have only one tickmark per period for each account.
- Tickmarks may be carried forward to the next period and/or year.
See also: Working with tickmarks
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