Assign financial groups to areas

Hinweis: Areas are only available if they have been enabled in your product.

Areas allow you to summarize financial statement groups at a higher level for risk identification and assessment (often at the audit program level). They also allow you to group items together in a different order than the one used in the trial balance grouping structure.

You can assign areas to financial groups from the Data page. Note that you can add new areas to an engagement file if the default areas don’t meet your requirements. To learn more, see Add areas.

To assign an area to a financial group.

  1. In the Data page, select the Financial Groups tab.

  2. Navigate to the group you want to modify and select Edit ().

  3. Select an area to assign from the Area drop-down.

    The Group dialog.

  4. Select Save.