Creating grouping schedule codes, subcodes, and categories 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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 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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