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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The following steps will guide you in the process of customizing the Trial Balance window view.

1. While the Trial Balance window is open, choose View Maintenance from the Edit menu or from the F3 or right-click context menu.
2. In the Trial Balance CS View Maintenance dialog, click the Add button.
3. Enter a description for the new view in the Description field.
4. In the Columns Available list, highlight the columns to include in the Trial Balance window. Click the Select button to move the selected columns to the right-hand (Selected) pane.
5. To rearrange the order of the columns, highlight the column that you want to move and then click the Move Up or Move Down button until the column is in the desired position. You may rearrange the columns in any order by following this procedure with each column. The top-to-bottom arrangement in this dialog will appear as left to right in the Trial Balance window.
6. In the Period Ending field, choose the period you wish to view by selecting it from the F4 drop-down list.
7. Click the Enter button to save the view and return to Browse mode.
8. Click Done to close the Trial Balance CS View Maintenance dialog.

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