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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

On this page of the Create Workpaper wizard you can mark the appropriate checkbox(es) to select the individual codes(s) that you wish to display on your workpaper based on how the client's Chart of Accounts is set up in CSA. You can also choose to include subcodes, account detail, or both.

Choose one of the options in Grouping Schedules grid based on codes and subcodes that have been defined for the client in CSA, and then mark the checkbox(es) to include subcodes and/or account detail.

Fields & buttons

Include subcodes

Include account detail

Exclude Check Balance Diagnostic

Related topics

Workpaper Check Balance Diagnostic in Excel

Creating the Chart of Accounts for a Trial Balance CS client

Entering GL account information

Setting up a Chart of Accounts for a Write-Up CS or Trial Balance CS client

Assigning grouping schedule codes to a Trial Balance CS client's accounts

Creating grouping schedule codes and subcodes for a Trial Balance CS client.

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