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View material groups and accounts in the trial balance

Deze functionaliteit is alleen beschikbaar voor producten op het CaseWare Cloud SE-platform. De Samenstel app en PBC+ zijn op het moment de beschikbare SE-producten.

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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