Creating grouping schedule codes, subcodes, and categories 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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.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 codes, subcodes, and categories for the grouping schedules. Although grouping schedule codes, subcodes, and categories are established on a client-level basis, they can be transferred to a new client.

  1. Choose Setup > Grouping Schedules.
  2. In the Grouping Schedules list, highlight the grouping schedule to which you want to add a code.
  3. Click the Edit button.
  4. To customize the Grouping Schedule's description, enter a new name in the Description field.
  5. Enter an alphanumeric code of up to 11 characters in the Code field and a description of up to 25 characters in the Description field.
  6. Click the details.gif button to enter an optional subcode.
  7. In the Grouping Schedule Subcode dialog, enter an alphanumeric code of up to 5 characters in the Subcode field and a description of up to 25 characters in the Description field.
  8. Assign a category to the grouping code from the drop-down list in the Category column. The category assignments can be used to generate subtotals on the Grouping Schedule Report.
  9. Click OK to save your changes and close the dialog.
  10. In the Grouping Schedules dialog, click the Enter button to save your changes and return to Browse mode.
  11. Click Done to close the Grouping Schedules dialog.

Note: You may use any combination of characters when designating a grouping schedule code or subcode, except for double quotes ( " ), commas ( , ), and pipes ( | ).

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