How can I link/add Issues to my Working Trial Balance?

Follow the steps below to add a Line Issue to a Working Trial Balance account:

  1. Open the Working Trial Balance (CTRL W).
  2. Locate the appropriate account and right-click on the account line.
  3. From the right-click menu, select Add Line issue. In the Trial Balance and select Add Line Issue from the menu.
  4. Fill out the details and click OK.
    Note: All Line Issues added directly on the Working Trail Balance will be marked as a Global Annotation.


Note: In the Annotation column, a blank clipboard () icon represents an un-cleared issue, while a clipboard with a red checkmark () is displayed for a cleared issue.

To add an existing Issue to an account in your Working Trial Balance, follow the steps below:

  1. Open the Working Trial Balance (CTRL W).
  2. Click on the appropriate account line in your Trial Balance.
  3. From the 'Annotation Toolbar, select the appropriate Issue from the New Line Issue picklist.


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