Michaela Greene
- Total activity 844
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 423
Articles
Recent activity by Michaela Greene-
CSV export
To export the Trial Balance to a CSV format, simply.Access the Trial Balance by clicking on the icon in the functions tool bar; Click Export; Select Export Trial Balance to CSV; On the pop up sc...
-
Deleting Accounts from the Trial Balance
Accounts can be deleted from the trial balance simply by using the following steps.Deleting an Account In the trial balance select File "Edit mode"; For the accounts that you wish to delete simpl...
-
Changing an account description
After uploading a trial balance. You have the ability to change the account description if required.We will now guide you through how to achieve this. 1. From within the Trial Balance, go into tool...
-
Removing accounts from the Trial Balance
In this guide, we will take you through how to remove accounts from the trial balance manually. Go to the Trial Balance Page;Select the File Dropdown and select "Edit Mode"Locate the account you w...
-
Saving an Accounting Structure and custom mapping
Once you have edited an Accounting Structure in a client file you can save the Accounting Structure template to then apply this to other client files. The saved Accounting Structure templates can b...
-
Editing Formulas
Formulas are usually Totals of different categories. The most common ones used are: Total Assets (Total Current Assets, Total Non Current Assets) Total Liabilities (Total Current Liabilities, Tota...
-
Adding a custom Lead Schedules
Adding a Lead Schedule In your Trial Balance select "Tools" Select "Edit Accounting Structure" Hover right on an Account Type row. Select Lead Schedule from the dropdown menu and this will insert a...
-
Editing Account Types
Account Types are similar to categories or headings. The most common ones used are: Assets (Current Assets,Non Current Assets) Liabilities (Current Liabilities, Non Current Liabilities) Equity Reve...
-
How to Access Edit Accounting Structures
Editing an Accounting Structure can be done within a client file or from the Accounting Structure module.Note: If you edit from within the client file it will only apply to that file. If you want i...
-
How to Edit the Accounting Structure
Accessing Editing from Client File View Select Trial Balance in the client file; Ensure the Trial Balance has been imported. See here for instructions on importing the Trial Balance. Once importe...