How to Display or Hide Zero Balances within Trial Balance Leadsheets and Review Documents
This is a global setting that flows through to all automatic
documents.
To Hide:
1. From the File tab,
select Options.
2. From the 'Properties' menu select Documents.
3. Untick the Trial
Balance/leadsheets/analytical review/tax reconciliation checkbox.
4. Click the OK button.
To Display:
1. From the File tab,
select Options.
2. From the 'Properties' menu select Documents.
3. Tick the Trial
Balance/leadsheets/analytical review/tax reconciliation checkbox.
4. Click the OK button.
Related Articles
Why is my Trial balance balancing in Excel but not in CaseWare
If your trial balance in Microsoft Excel is balancing well, but not in CaseWare it is likely that there are existing duplicated account numbers within your Excel Spreadsheet. CaseWare Working Papers will only allow unique account numbers to be ...How do I Change the Colour of the Working Trial Balance
Users can change the colour scheme of the Working Trial Balance. To do this: 1. From the Tools tab, select Options to display the 'Options' dialog. 2. From the 'Properties' menu select General. 3. From the 'Colour Scheme' picklist select from the ...How to remove all zero balance or unused accounts
If you have accounts in an engagement file which have had no balances since the file was created, you can remove them easily. Please follow the steps below to remove the zero balance accounts. 1. Open the CaseWare Engagement File. 2. ...How do I arrange the order of the groups displayed on Automatic documents
To arrange the order of the groups displayed on Automatic documents such as the Trial balance by leadsheet (i.e. 30-401): 1. From the ribbon, select Engagement | Setup Grouping 2. Click on any column heading until the triangle on the right side of ...How to delete Transactions entered into Trial Balance
There are multiple ways to delete a Transaction that has been entered. Method 1 1. Open Trial Balance and select your relevant Transaction to delete by double clicking on it. You will be brought the Period Year Balances, where you can delete the ...