Assign Trial Balance [Tasks menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Engagement CS allows you to access Trial Balance CS from within the Engagement CS workspace. You can open the Trial Balance grid directly in Engagement CS to add, delete, and edit journal entries, as well as perform the following Trial Balance-related tasks when you select the appropriate items from the Tasks menu.

Choose Tasks > Assign Trial Balance.

The Trial Balance in CSA can be assigned to only one staff member working in the current engagement. You can see if the Trial Balance is assigned to anyone on the engagement team by referring to the Name and Assigned columns in the Tree View window.

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