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Editing comments on an account

How to edit comments
  1. Open the workpapers period. See Opening an existing period. The Prepare Trial Balance (Workpapers) table is displayed.
  2. Right-click the comment icon for the selected account.
  3. Select Edit comments. The Edit Comment window opens. The Account field is automatically filled with the details of the selected account and cannot be changed.
  4. Edit the comment as necessary.
  5. Click OK. The changes are saved to the comment.
How to add more comments to an existing comment
  1. Open the workpapers period. See Opening an existing period.The Prepare Trial Balance (Workpapers) table is displayed.
  2. Right-click the comment icon for the selected account.
  3. Select Edit comments. The Edit Comment window opens. The Account field is automatically filled with the details of the selected account and cannot be changed.
  4. Click Insert time. This will insert your name and a date and time stamp as an entry line in the Comments text box area.
  5. Enter your comments.
  6. Click OK. To save the changes to your comment.
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