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:
- On the ribbon, click Account | Trial Balance.
- 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.
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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:
- On the ribbon, click Account | Trial Balance.
- Select any account, then on the ribbon, click Home | Total. The Total Annotation dialog displays.
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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.
Notes:
- You can only add global Total Annotations to subtotals.
- Right-click an annotation to edit, copy, or delete it.
- Copied annotations retain the same note numbers when pasted. If you edit an instance of an annotation that has been copied, you will receive a prompt to change all related annotations. If you do not change all annotations, the edited annotation is automatically assigned a new note number.
