Grouping Schedules

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

For a Trial Balance CS or Engagement CS client, use grouping schedules to code and segregate accounts when reviewing information in the Grouping Schedules Report.

Choose Setup > Grouping Schedules to edit and maintain up to five grouping schedules.

Note: When editing a financial statement for a Trial Balance CS or Engagement CS client, you may select Account Groups or one of the five available grouping schedules from the drop-down list in the Grouping Type field that is available in Row mode. The selection in that field defines what is available in the drop-down list of the Amounts field within the Row Properties box.

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