Using grouping schedules in a financial statement

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

For a Trial Balance CS client, you can choose whether to use account groups or grouping schedules to create formulas in a financial statement.

To create grouping codes and subcodes that can be assigned to accounts within the Trial Balance grid, open the Trial Balance CS client and choose Setup > Grouping Schedules.

In the Financial Statement Editor, a Grouping Type field appears within the Row Properties box for any Accounts, Totals, or Storage Row within a financial statement. Use that field to specify whether the formula is to be created based on account group or on grouping schedule codes.

If you select a grouping schedule within the Grouping Type field, the drop-down list for the Amounts field for the selected row(s) contains all of the grouping codes and subcodes for the selected schedule.

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