Changing the account structure or trial balance type

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

If you have appropriate security permissions, you can change the account structure for an engagement by following these steps.

  1. Right-click the desired engagement in the navigation pane and choose Properties from the context menu.
  2. Click the Trial Balance tab.
  3. Select the new type from the Structure drop-down list (None, Consolidated, Divisional, or Fund).
  4. Click OK.

Notes

  • Account numbers can contain up to 65 characters.
  • If you select None, there are no restrictions on your account numbers beyond the 65 character maximum.
  • If you select Divisional, you must also specify the mask. The mask can have only one division of any length, and you can specify a fixed or variable length core using the "C" or asterisk characters.
  • If you select Fund, You will have the option to create a new fund structure or to use a fund template. For more information on these options, see Applying the Fund structure to an engagement.

    Note: We recommend that you set up one or more fund templates for your firm prior to adding fund engagements to make it easier to apply a fund structure.

Related topics

Share This