Creating tickmarks for a Trial Balance CS client

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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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