Tickmarks setup

Tickmarks are available to use for all contacts in your firm. The application includes 36 existing tickmarks that can be customized to meet your needs.

Open a project in Onvio Trial Balance or Onvio Workpapers, and then choose Tickmarks from the Setup menu.

Edit tickmarks

  1. In the Tickmarks screen click the Edit Edit button.
  2. In the Description field, enter up to 20 characters that may contain numbers or letters, but cannot contain any of the following special characters:
    / ? < > \ : * | " "

    Notes

    • The list of tickmarks displays all default tickmarks that have been setup for the firm.
    • The Description field cannot be blank.
    • Tickmark descriptions must be unique.
    • You can edit only one tickmark at a time.

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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