Saved Trial Balance

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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 view another Saved Trial Balance, select it from the Name drop down in the RibbonThe drop down list also shows the User defined reference allocated to each saved trial balance.

 

APSavedTB.png

Notes

  • To edit the name or user defined reference, click the pencil icon to the right of the dropdown.
  • This can also be used to delete the Saved Trial Balance.
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