Grouping Schedules [Setup menu]

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

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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