Creating tickmarks for a Trial Balance CS client

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Follow these steps to create tickmarks. Although tickmarks are established on a client-level basis, they can be transferred to another client.

  1. Choose Setup > Tickmarks.
  2. If no other tickmarks have been created, the Tickmarks dialog opens in Add/Edit mode. If tickmarks have already been created, click the Add button.
  3. Enter up to three characters in the Tickmark field.

    Note: You may use any combination of characters when designating a tickmark except for the backslash ( \ ).

  4. Enter a description of up to 35 characters in the Description field.
  5. Click the Enter button to save the tickmark and return to Browse mode.
  6. Click Done to close the Tickmarks dialog.

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