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.

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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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