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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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.

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