Manage views in the trial balance

You can use the Manage views screen to add, rename, and delete views. You can also change the order of columns for a selected trial balance view.

Open a project in Onvio Workpapers or Onvio Trial Balance, click the Trial Balance tab, and then click Manage Views.

Add a trial balance view

  1. Click Add in the Manage Views screen to open the Add View panel and enter a name for the new view.

    Note: The application displays the same columns as the currently selected Trial Balance when you choose to add a new view. The existing columns can be deleted or moved, as needed.

  2. Click Add button to add the view and close the Add View panel.

Modify, add, and delete a column in the view

To modify column settings in a view, select a column in the Columns section, and then update its settings in the Column Details section.

To add a column to a view, click Add in the Columns section, and then select its settings in the Column Details section.

To delete a column in a view, select a column in the Columns section, and then click Delete.

Notes

  • You are required to select the following details when you choose to add an Amount type column.
  • When you click the Add button in the Columns section of the screen, a column with the following default settings is inserted. (These settings can be modified, as needed.)
    • Column type – Amount
    • Balance type – Unadjusted
    • Period – Year to Date
    • Fiscal years – Current Year
  • You can select the number of columns to freeze in the Trial Balance view from the Freeze field. The columns that are frozen are displayed to the left-side of the gray vertical border in the Trial Balance grid. You can use the horizontal scroll bar at the bottom of the Trial Balance grid to view those columns that are off screen.
  • You can mark the Display separate debit/credit columns checkbox to display separate debit and credit columns and the net debit or credit amounts for each.

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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