SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax

View material groups and accounts in the trial balance

This feature is only available with products on the CaseWareCloud SE platform. Available SE products include OnPoint PCR and CaseWare ReviewCompTax.

Once the materiality form is complete, you can easily review material accounts or groups in the trial balance.

To view material groups and accounts in the trial balance:

  1. From the top menu, select Trial Balance.

  2. Select the grouping menu and choose one of the available grouping structures.

    Selecting the grouping drop-down menu.

  3. Select the Settings icon (), then select the Materiality indicator checkbox to enable the column.

    Enabling the materiality indicator column.

Any groups or accounts that are material now are now indicated with a green icon.

Material groups are indicated by a green icon with a capital letter M.

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