Displaying budget information in the Trial Balance window

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Trial Balance CS

  1. Choose Tasks > Trial Balance.
  2. Choose Edit > View Maintenance.
  3. In the View Maintenance dialog, highlight the view description you wish to modify and then click the Edit button.
  4. Highlight Budget in the Columns Available pane and click the Select button to move it to the Columns Selected pane.
  5. Click the Enter button to save the change, and then click the Done button to return to the Trial Balance window. The Budget column now appears in the Trial Balance window.

See also: Using budgets for CSA clients

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