Settings tab

With a project open, click the Settings tab. You can use this tab to change various project settings for Onvio Trial Balance.


Onvio Trial Balance users: Click the Edit Contact link to make changes to the contact in Onvio Centre.


Notes

  • You can click the Edit Contact link to make changes to the client in Onvio Center.
  • When you finalize a binder for a contact, the Binder Settings section in the screen becomes disabled, and cannot be updated until you unfinalize the binder.
  • New Onvio Workpapers (not applicable for Onvio Trial Balance) projects will default the binder type to Tax instead of Audit. Existing projects will remain as is.
  • We added Onvio Tax to the list of available tax vendors in Contact Settings.