Add and edit accounts in the trial balance
Add accounts
- In Onvio Trial Balance, open the applicable project and select the Trial Balance tab.
- Select the Add button.
- Enter an account number and/or description, and then assign account grouping codes/subcodes.
Note: Each account must have a unique account number.
- Select the Save & Close button or, to continue adding accounts, select the Save & Add New button.
Edit accounts
- In Onvio Trial Balance, open the applicable project and select the Trial Balance tab.
- Mark the checkbox for the account you want to edit in the Trial Balance grid.
- Select the Edit button.
- Update the account information.
- Select the Save & Close button.
Contact us
Call 800-968-0600
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