Michaela Greene
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Articles
Recent activity by Michaela Greene-
Setting up ATOSA connection
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Editing the figures in the Trial Balance
Trial Balance figures can be edited in the Working Trial Balance section.Edit the Account FiguresAccess Edit Mode in the Working Trial Balance screen; Enter the figures by typing into the boxes; C...
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Adding an account to the Trial Balance
New accounts can be added to the Trial Balance by using journal entries.Add an AccountSelect Journal Entries in a file; Complete the 'Journal Description' and select add; Select Adjusted as the ...
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Thomson Reuters XYZ Financial Accounts (Excel Export)
To export the Trial Balance to an Excel format which is compatible with Thomson Reuters XYZ Financial Accounts, simply:Access the Trial Balance by clicking on the icon in the functions tool bar; C...
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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...
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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...
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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...
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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...
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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...
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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...