How do I create custom Account Classifications in CCH® ProSystem fx® Engagement or Workpaper Manager?
- In your binder select the Trial Balance > Classifications
- Or in the Trial Balance, click Classifications on the Engagement or Workpaper Manager ribbon.
- Make sure the correct Trial Balance is selected, then set the Classification type to Account Classification.
- Click the New button.
- Fill in the following fields:
- Acct Type