Add Tickmark columns and insert a tickmark
You can add Tickmark columns and insert tickmarks in the Trial Balance grid for each period defined for the contact.
See also: Tickmarks setup
Add Tickmark columns
Use the following procedure to add Tickmark columns in the Trial Balance.
- Open your project in Onvio Trial Balance, click the Trial Balance tab, and then click Manage Views.
- Select the appropriate view in which to add a Tickmark column.
- Click Add in the Columns section, and then select Tickmark as the Column Type in the Column Details section.
- Select a period to apply to the Tickmark column, and if necessary, repeat the procedure to add Tickmark columns for multiple periods in the list.
- Click Save to return to the Trial Balance screen.
Insert a tickmark
Use the following procedure to add a tickmark into each account row in the Trial Balance grid.
- In the Tickmark column, double-click a cell for a selected account row in which to insert a tickmark, and then choose a tickmark from the list.
- Double-click the next cell in which to add another tickmark and repeat the process for multiple rows in the same column and/or multiple tickmark columns, as needed.
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