You are here: Help Topics > Documents > Using the documents > Creating memos for the trial balance report

To create memos for the trial balance report

  1. On the Setup menu, click clients.
  2. Select the applicable client.
  3. Click the Memos tab.
  4. Enter the applicable description you want to appear on the trial balance report.
  5. Click Close.
    When printing a trial balance report with memos, this description will appear on the document.

Related Topics

Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.

Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.

If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.

When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:

  1. Your Client Number.
  2. The product version number, found by clicking the Help menu and selecting About.
  3. The type of computer hardware you are using.
  4. The software version number of MS-Windows.
  5. The exact wording of any messages that appear on your screen.
  6. A description of what happened and what you were doing when the problem occurred.
  7. A description of how you tried to solve the problem.

CaseWare Support

NORTH AMERICA

Email: support@caseware.com

Phone: 416-867-9504

GLOBAL

Find your local distributor

Copyright ©2017 CaseWare International Inc

| Visit us: www.caseware.com | Share your feedback with Google Moderator |


Follow us     



Legal