Customizing the Trial Balance window view

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

The following steps will guide you in the process of customizing the Trial Balance window view.

  1. While the Trial Balance window is open, choose View Maintenance from the Edit menu or from the F3 or right-click context menu.
  2. In the Trial Balance CS View Maintenance dialog, click the Add button.
  3. Enter a description for the new view in the Description field.
  4. In the Columns Available list, highlight the columns to include in the Trial Balance window. Click the Select button to move the selected columns to the right-hand (Selected) pane.
  5. To rearrange the order of the columns, highlight the column that you want to move and then click the Move Up or Move Down button until the column is in the desired position. You may rearrange the columns in any order by following this procedure with each column. The top-to-bottom arrangement in this dialog will appear as left to right in the Trial Balance window.
  6. In the Period Ending field, choose the period you wish to view by selecting it from the F4 drop-down list.
  7. Click the Enter button to save the view and return to Browse mode.
  8. Click Done to close the Trial Balance CS View Maintenance dialog.
  • The Subcode column is automatically selected when the Grouping Schedule column is selected.
  • The Number, Description, and Type columns are included in all Trial Balance window views.

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