Grouping Schedules [Setup menu]

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Use the Grouping Schedules dialog to edit and maintain up to five different grouping schedules in Trial Balance CS. The Grouping Schedule Details grid lists the code and description for each grouping schedule. From this dialog, you can set up new codes or edit or delete existing codes. In addition, you can access optional grouping schedule subcodes and categories through this dialog.

Note: To add or edit grouping schedule codes, you must be in Edit (rather than Browse) mode.

Choose Setup > Grouping Schedules.

Special information

  • To update information for an existing grouping schedule: Click a grouping schedule in the list pane at the top of this dialog to highlight it and then click the Edit button.
  • When categories are assigned to grouping codes - such as Current Assets, Net Property and Equipment, Long-term Liabilities, and so forth - the category assignments can be used to generate subtotals by category and type on the Grouping Schedule Report.
  • Grouping Schedules > Subcode

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