Accounts and Analysis
13 articles across 1 sections.
Topics
13 articles- Add an account or a group in the Data page
- Assess General Ledger Completeness
- Assign accounts to groups
- Dynamic account reassignment in the Data page
- Export adjustments and trial balance data
- Export trial balance groups
- Post adjustments to the trial balance
- Review group and account balances in the financial statements
- Sign off on the trial balance and adjustments
- View account analysis in checklists
- View dimensions on the Data page
- View the client's general ledger and subledger data
- View the client's trial balance data