• Annotation
  • About annotation
  • Add a reference
  • Add document commentary
  • Annotate accounts
  • Annotate documents
  • Annotate images or PDFs
  • Create tickmarks

Annotate accounts

You can add annotations to accounts and totals in the Trial Balance.

The Annotation column may be hidden by default. You can enable the column by right-clicking a column header and clicking Reorder Columns, then adding Annotations to the Active Columns list.

To annotate an account:

1. On the ribbon, click Account | Trial Balance.
2. Select the account that you want to annotate. On the ribbon, click Home | Line, or right-click the account and click Line Annotation. The Line Annotation dialog displays.

3. Complete the dialog options as required.

   Option	Description
   Reference	If applicable, enter a manual reference or select a document reference(s).
   Tickmark	If applicable, select the appropriate tickmark for the annotation.
   Note	If applicable, enter a note to explain the annotation.

   Click OK.

The annotation is added to the account in the Annotation column, and any automatic documents that contain the account.

To annotate a total:

1. On the ribbon, click Account | Trial Balance.
2. Select any account, then on the ribbon, click Home | Total. The Total Annotation dialog displays.

3. Complete the dialog options as required.

   Option	Description
   Reference	If applicable, enter a manual reference or select a document reference(s).
   Tickmark	If applicable, select the appropriate tickmark for the annotation.
   Note	If applicable, enter a note to explain the annotation.

   Click OK.

The annotation is added to the total in the Annotation column.