Add and remove tickmarks in the trial balance

Follow these steps to add tickmarks in the trial balance screen of an engagement.

On the

Engagement dashboard

, select the engagement to view it.

note

If the engagement is not on your

Engagement dashboard

, use Open engagements
to add it.

Select the Trial Balance
tab on the navigation pane.

Select the account to which you want to add a tickmark.

Double-click the row in the Tickmark column where you want to add a tickmark.

If necessary, customize the trial balance view to add the Tickmark column.

Use the dropdown to select the tickmark you want to add.

Engagement Manager tickmarks are predefined and can't be modified.

To remove a tickmark, double-click it and select

This article applies to: