Add and edit accounts in the trial balance

Use the following steps to add and edit accounts in the Trial Balance tab.

  1. In Onvio Trial Balance or Onvio Workpapers, open the applicable project and click the Trial Balance tab.
  2. To add a new account, click Add, enter an account number and/or description, and then assign account grouping codes/subcodes.

    Note: Each account must have a unique account number.

  3. Click Save & Close. Or to continue adding accounts, click Save & Add New.
  4. To edit an existing account number, description, and/or account grouping assignments for an account, mark the checkbox for that account in the Trial Balance grid, and click Edit in the toolbar. Update the account information, and then click Save & Close.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

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