Viewing Saved Trial Balances

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View a Saved Trial Balance

  1. In the CCH AP Task Bar, click the Saved Trial Balance option .
    The system displays the first trial balance in the list.
  2. To switch to view another Trial Balance, from the Saved Trial Balance drop down in the Actions panel, select the name of the trial balance.

The drop down list also shows the User defined reference allocated to each saved trail balance.

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