Note: You can select a suggestion to automatically apply the suggested annotation purpose. To annotate a line in the adjustment entry, go to the Details section and select Add Annotation ( ) next to the line. To annotate the entire adjustment entry, select Add Annotation ( ) at the top right corner of the dialog and enter the annotation details. ![]() Select Edit ( ) next to the adjustment entry that you want to annotate. You can add an annotation in for the entire adjustment entry or for each line in the entry. If you select the icon, a pop-up displays showing a summary of the annotation, creation timestamp and the creator's username. The icon corresponding to the annotation purpose displays next to the annotated line. Select the line that you want to annotate. You can add an annotation for accounts and groups lines in the trial balance. Back in the page, if you select the icon or hover, a pop-up displays showing a summary of the annotation, creation timestamp and the creator's username.Īnnotate the trial balance (Trial Balance page) Īt Purpose, select the purpose of the annotation.Īt Link, select a document of an adjustment to link it to the annotation (if applicable).Note: Make sure the Annotations check box is selected at the Indicators drop-down at the top of the page. In the Data page, go to the line that you want to annotate. You can annotate accounts and groups lines in the trial balance. The icon corresponding to each annotation purpose displays in the document. Link the annotation to a document or an adjustment (if applicable). Note: You can select a suggestion to automatically apply the suggested annotation. Go to the procedure or subprocedure that you want to annotate, then select the Add annotation icon ( ).Įnter the information for the annotation. ![]() Open the engagement file and select Documents ![]() You can add an annotation in procedures and subprocedures in a checklist document. Once you add an annotation, one of the following icons displays on the page to represent the purpose of the annotation: You can provide a status to a particular entry, add commentary, or link to other relevant documents. You can add annotations in the trial balance, checklists, adjustments or PDF documents.
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