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Work with tickmarks

Tickmarks are available to use for any clients of the firm. The application includes 29 default tickmarks that can be customized to meet your needs. Also, you can create an unlimited number of new tickmarks by using your own images or text indicators.

After first setting up a Tickmarks column in the Trial Balance grid of the Actions
, then

Enter Trial Balance

screen, via the

View Maintenance

window, you can apply tickmarks to any items in the grid as necessary.

note

Tickmarks are created and customized at the firm level and are available for use with all clients in the firm.

Tickmarks can be created using text or images.

Create tickmarks

Select

Setup
Firm Information
Tickmarks

Select Add
.

In the Description
field, enter up to 50 characters that may contain numbers, letters, or special characters.

note

You can edit the description of any of the 29 existing tickmarks that are available from the Description list.

In the Tickmark section, select Text
or Image
to define the tickmark.

Select the ellipsis next to the Text
field to customize the font type, style, and size of the tickmark text.

Select the ellipsis next to the Image
field to go to the location of the image file to use for the tickmark.

Select Enter
to save the tickmark.

Create a tickmark column

In the

Enter Trial Balance

screen, select View Maintenance
.

In the

View Maintenance

window, select Add
, or select an existing trial balance view from the Description list and select Edit
.

Select the 1st blank row in the grid in the Column Order section.

Select Tickmark
from the dropdown in the Column Type section.

Select the appropriate period and year from the respective dropdowns in the Column Definition section.

Select Enter
then Done
to close the

View Maintenance

window and return to the

Enter Trial Balance

screen.

Insert a tickmark in the Trial Balance grid

In the Trial Balance grid in the

Enter Trial Balance

screen, select the cell in the Tickmark column on the row you want to insert the tickmark for.

Select a tickmark from the dropdown.

Repeat these steps for any other items in the trial balance grid that need a tickmark.

note

The dropdown for the Tickmark column in the Trial Balance grid includes all tickmarks (including application defaults) that have been created in the

Tickmarks

screen.

Because tickmarks are associated with specific accounts, you may have only 1 tickmark per period for each account.

Tickmarks can be carried forward to the next period and/or year.

Only the tickmark description is displayed in the Trial Balance grid.

Insert a tickmark from the PDF editor

note

When the Open PDF workpapers in native PDF application
checkbox is marked in the Preferences
tab of the

Setup
Firm Information
Firm

screen, the ability to open the PDF editor
in the Workpapers Dashboard and add tickmarks isn't available.

Select View
, then Workpapers Dashboard
.

Double-click a PDF workpaper to open it in the PDF editor.

Using the Stamp tool in the PDF Editor
, choose the tickmark image that you want to add to the PDF document.

Select the location in the PDF where you want to place the selected tickmark. (After the image has been added to the document, the image can be resized as needed.)

Add custom tickmarks from the PDF editor

In the PDF editor, mark the Show Stamps Palette
checkbox located in the dropdown menu next to the Stamp tool in the Comment and Markup toolbar.

In the

Stamps Palette

window, mark the Custom Tickmarks
checkbox.

Use the available menu commands to add custom tickmarks, either from an image or PDF on your local drive, or an image stored in your clipboard.

Insert a tickmark in a Microsoft Word or Microsoft Excel document

You can take advantage of the Workpapers CS add-in
to insert tickmarks into workpapers that are opened in Microsoft Word and Microsoft Excel from within the engagement binder.

Choose View
, then Workpapers Dashboard
.

Double-click a Microsoft Word or Microsoft Excel document to open it in its native application.

With your mouse pointer, select the location in the workpaper to insert the tickmark.

In the Workpapers CS ribbon, select the tickmark image to insert into the workpaper.

note

You can also insert a tickmarks legend into the workpaper from the Workpapers CS ribbon that lists all of the tickmarks that are available in the

Tickmarks

screen.

This article applies to:

Product: Accounting CS,Workpapers CS
Subject: Chart of Accounts,Posting periods,Trial balance

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Learn

Work with tickmarks

Create tickmarks

Create a tickmark column

Insert a tickmark in the Trial Balance grid

Insert a tickmark from the PDF editor

Add custom tickmarks from the PDF editor

Insert a tickmark in a Microsoft Word or Microsoft Excel document

This article applies to: