Viewing trial balance history

Alerts and notices

The trial balance history tells you who has worked on the trial balance and when. It also includes information about the file from which the trial balance data was imported.

  1. In the navigation pane, select an engagement with a trial balance that you want to compare.
  2. With the appropriate engagement selected, click the Trial Balance tab.
  3. Click the History History button button in the ribbon.
  4. Review the information in the History dialog, and then click the Close button to return to the workspace.

Note: If an engagement was finalized without the Retain History checkbox marked, you can no longer view the trial balance history for the engagement, even if it is unfinalized, because the history has been deleted.

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