Customizing the trial balance view

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After you import trial balance data, you can add custom views to the workspace.

  1. Click the Trial Balance tab, and then click the Views button.
  2. Click the Add Add button tab in the Views pane, or right-click on any tab and choose Add.
  3. Enter a name for the new view and click OK.
  4. To add columns to the view, click the Add Column Add Column button button in the Views pane and select an item from the Column Type drop-down list. Select items from any additional drop-down lists as they appear.
  5. Copy, delete, or reorder columns as needed using the buttons at the top of the Columns pane.
  6. Click OK.

Use the tabs at the bottom of the Trial Balance workspace to move between trial balance views. You can click and drag tabs to re-order them.

You can import trial balance views from other engagements.


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