Use account groupings

Use account groupings in Engagement Manager to help you organize trial balance activity.
  • You can create account groupings at the firm level or at the engagement level, depending on your assigned security roles. You create up to 15 account groupings.
  • You can also add and customize new grouping schedules to meet your business needs.
  • The Account Classification grouping is ideal for financial statement preparation, but it's primarily used to determine the account type for accounts in your trial balance.
  • You can't delete the Account Classification account grouping.
  • As you enable account groupings for your client, make sure that you customize the trial balance view so that the appropriate columns are visible.

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close