How to edit comments
- Open the workpapers period. See Opening an existing period. The Prepare Trial Balance (Workpapers) table is displayed.
- Right-click the comment icon for the selected account.
- 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.
- Edit the comment as necessary.
- Click OK. The changes are saved to the comment.
How to add more comments to an existing comment
- Open the workpapers period. See Opening an existing period.The Prepare Trial Balance (Workpapers) table is displayed.
- Right-click the comment icon for the selected account.
- 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.
- Click Insert time. This will insert your name and a date and time stamp as an entry line in the Comments text box area.
- Enter your comments.
- Click OK. To save the changes to your comment.