Add and edit comments in the Trial Balance screen

To add comments to the rows of the Balance grid, you must first add a Comments column via the Manage Views screen. You can then use the Balance screen to add, edit and delete comments.

With your project open, select the Balance tab.

Add the Comments column

  1. In the Balance screen, select Manage Views.
  2. In the Columns section of the Manage Views screen, select the Add button.
  3. Select Comments from the Column Type drop-down list in the Column Details section.
  4. Select the Save button at the top-right.

Add comments

  1. In the Balance screen, locate the row that you want to add a comment to and select the Add a comment button from the Comments column.
  2. In the Comment screen, enter your comment and select the Add button.
  3. Close the Comment screen.
  4. You can repeat this process to add more comments to the same row (but after you've added your first comment, the Add a comment button will be replaced by the Comments button).

Edit or delete a comment

  1. In the Balance screen, locate the row that contains the comment you wish to edit or delete, then select the Comments button from the Comments column.

    Note: If more than one comment has been entered for this row, the Comments button will also display the number of comments.

  2. A list of comments is displayed. Select the Edit button next to the comment you want to edit or delete.
  3. To edit the comment, enter your changes to the text, then select the Update button. To delete a comment, select Delete.
  4. Close the Comment screen.

    Notes

    • Only the staff member who created a comment can edit or delete it.
    • Comments are visible only to staff within Onvio.

Pin a comment

You can pin a comment by selecting the Pin button (Add icon). This will pin a comment to the top of the comment box.  If there are multiple pinned comments, then the most recently pinned comment will be at the top.

The icon looks like a push pin, see the note to add the icon.