Add and edit accounts in the trial balance

Use the following steps to add and edit accounts in the Trial Balance tab.

  1. In Onvio Trial Balance, open the applicable project and select the Trial Balance tab.
  2. To add a new account, select Add, enter an account number and/or description, and then assign account grouping codes/subcodes.

    Note: Each account must have a unique account number.

  3. Select Save & Close. Or to continue adding accounts, select Save & Add New.
  4. To edit an existing account number, description, and/or account grouping assignments for an account, mark the checkbox for that account in the Trial Balance grid, and select Edit in the toolbar. Update the account information, and then select Save & Close.