Trial Balance Grid Options dialog

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

This dialog opens automatically for a Trial Balance CS client during the close to the new year procedure.

How do you want to handle tickmarks and workpaper references in the Trial Balance grid?

Choose one of the following options:

  • Clear tickmarks in the new year
  • Clear workpaper references in the new year

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