Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

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.

Was this article helpful?

Yes No

Submit