Create divisions in the Trial Balance tab

You can use divisions to refine trial balance views and for reporting purposes. For example, you could define divisions for locations, departments, units, funds, projects, cost centers, and activities.
  1. On the
    Engagement dashboard
    , select the engagement to view it.
  2. Select the
    Trial Balance
    tab on the navigation pane.
  3. Select
    Setup
    , then
    Divisions
    .
  4. Select
    Add
    .
  5. Enter a
    Division Name
    and
    Division Description
  6. You can choose from the following save options:
    • select
      Save and Close
      to close the Add Division panel.
    • select
      Save and Add More
      to add divisions.
  7. Select the Back arrow to close the Divisions workspace.
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