Assigning grouping schedule codes to a Trial Balance CS clients accounts

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Assigning grouping schedule codes allows you to group similar accounts for later review and analysis. Any grouping schedule code or subcode established in the Grouping Schedules dialog can be assigned to accounts directly in the Trial Balance window.

To assign grouping schedule codes and subcodes to accounts, the group code and subcode columns must be included in the Trial Balance window. To add these columns, you must first establish a custom view or edit the Default view in the Trial Balance CS View Maintenance dialog.

  1. Choose Tasks > Trial Balance.
  2. In the Trial Balance window, choose the code you want to assign by selecting it from the F4 drop-down list in the Grouping Schedule field.
  3. To assign a subcode, choose the appropriate subcode from the F4 drop-down list in the Grouping Schedule Subcode field.
  4. Repeat steps 2 and 3 to continue assigning grouping schedule codes and subcodes to additional accounts.

Note: New grouping codes and related subcodes can be added on the fly from the Trial Balance grid. Simply type the desired code or subcode into the appropriate column in the grid, press Enter or click outside the cell, and then respond to the prompts.

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