Workpaper reference columns

You can add, modify, and delete workpaper reference columns in the Trial Balance grid via the Manage Views screen.

Create the Workpaper Reference column

Open a project in Onvio Trial Balance and click Manage Views in the Trial Balance tab.
Select a new or existing column, and then select Workpaper Reference in the Column Type field.
Select a period in the Period field.
Click the Save button to update the trial balance view.

Notes

You can create multiple workpaper reference columns for the same and different periods.
The list of periods in the Period field is based on the periods that have been set up for the contact in the Period tab of the Setup > Contacts screen.
When the current period for a contact is changed, the prior workpaper references for the columns linked to that period are no longer displayed.
You can click the button at the top of the workpaper reference columns to sort items in ascending and descending order and filter the columns, as needed.
You can add a comment to selected account rows, as needed. For details, see Add and edit comments.

Click the Text icon in the WP Reference column for a selected account in the Trial Balance grid and enter a workpaper reference.

Note: You can use any combination of alphanumeric characters or special characters in the WP Reference label.