Using grouping schedules in a financial statement

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

For a Trial Balance CS client, you can choose whether to use account groups or grouping schedules to create formulas in a financial statement.

To create grouping codes and subcodes that can be assigned to accounts within the Trial Balance grid, open the Trial Balance CS client and choose Setup > Grouping Schedules.

In the Financial Statement Editor, a Grouping Type field appears within the Row Properties box for any Accounts, Totals, or Storage Row within a financial statement. Use that field to specify whether the formula is to be created based on account group or on grouping schedule codes.

If you select a grouping schedule within the Grouping Type field, the drop-down list for the Amounts field for the selected row(s) contains all of the grouping codes and subcodes for the selected schedule.

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