Creating tickmarks for a Trial Balance CS client

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Follow these steps to create tickmarks. Although tickmarks are established on a client-level basis, they can be transferred to another client.

  1. Choose Setup > Tickmarks.
  2. If no other tickmarks have been created, the Tickmarks dialog opens in Add/Edit mode. If tickmarks have already been created, click the Add button.
  3. Enter up to three characters in the Tickmark field.

    Note: You may use any combination of characters when designating a tickmark except for the backslash ( \ ).

  4. Enter a description of up to 35 characters in the Description field.
  5. Click the Enter button to save the tickmark and return to Browse mode.
  6. Click Done to close the Tickmarks dialog.

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