Insert Engagement Document - Custom Workpaper > Grouping Scheds Acct Grid

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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.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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.

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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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