Individual leadsheets are automatically created for each financial group assigned to one or more accounts in the financial trial balance. Changes to the group assignments in the trial balance, including the addition or modification of sub-group assignments, automatically update the leadsheets.
- If a financial group is not assigned to an account in the trial balance, a leadsheet will not be created for that group.
- If a financial group is no longer assigned to accounts on the financial trial balance, the leadsheet will be automatically deleted.
Working with Single-Tier Consolidated Engagements
To select the entity to view, do the following:
- From the Trial Balance page of the consolidated engagement, click
to open the drop-down menu. -
Select the entity you want to view. The consolidated entity is always the first item on the list. Then, each subsidiary with an imported trial balance is listed in the same order as they appear on the Subsidiary Setup page.
The leadsheet data that displays on the page is for the selected entity only.
The consolidated view displays a row for each subsidiary that has accounts assigned to the leadsheet. To view the account detail for a subsidiary, click the arrow 
next to a subsidiary to expand the subsidiary.
This view includes the following columns which are not available for non-consolidated engagements and subsidiaries:
- EJEs (current year)
- Consolidated total (current year)
- Consolidated total (prior year)
You can add and view eliminating journal entries (EJEs) from the consolidated view by clicking on the Journal Entry button on the tool pane.
The subsidiary view displays the accounts and balances assigned to the leadsheet. You can add comments, tick marks, and journal entries.
Working with Multi-Tier Consolidated Engagements
To select the entity to view, do the following:
- From the Trial Balance page of the consolidated engagement, click
to open the drop-down menu.
-
Select the entity you want to view. The consolidated entity is always the first item on the list. Then, each subsidiary with a trial balance is listed in the same order as they appear on the Subsidiary Setup page.
The leadsheet data that displays on the page is for the selected entity only.
-
If a consolidated or a lower parent is selected at the top of the page, the leadsheet will display a row for each entity that rolls up to the parent that has accounts assigned to the leadsheet.
Click the arrow
next to a subsidiary row to expand and see the account details.
This leadsheet includes the following columns:
EJEs (current year)
Consolidated total (current year)
Consolidated total (prior year)
You can add and view eliminating journal entries (EJEs) from the consolidated view by clicking on the Journal Entry button on the tool pane.
If a subsidiary is selected at the top of the page, the leadsheet will display the accounts and balances that are assigned to the leadsheet.
Tell me about the totals that display on the leadsheets.
Tell me about the tools in the toolbar.
Access a Workpaper from the Leadsheet
If you have tagged a workpaper to a leadsheet, you can access it by clicking the workpapers link that appears on the top right of the leadsheet. In addition, if workpaper reference links were added for an account from the trial balance, a blue 
icon will display next to the Final Balance (current year) column. You can click this icon to open or download the workpaper. See Referencing Workpapers from the Trial Balance for more information about workpaper reference links.
Note: Tagging workpapers to a leadsheet is not available with consolidated engagements at this time.
Work with Comments in a Leadsheet
In a Pro engagement, you can add comments to a leadsheet by entering text in the box that displays at the top left of the page. Click into the box and enter the text. The text is automatically saved when you click outside the box or navigate to another page.
If you later need to edit or delete a comment, click into the box to make your changes.
Note: At this time, the comment area does not capture the name of the person who enters the comment or the date. If your firm needs this information, you should enter it manually.
If you unassign all accounts from the group, then the comments on the leadsheet will be removed and will not come back with any future account assignments to the group. Leadsheet comments do not roll foward with the engagement.
Tip: If needed, you can change the size of the comments box. Hover the mouse pointer over the lower right corner of the box until a double-sided arrow displays. Then, click and drag that corner until the box is your desired size.
Note: If this is an interim engagement, the accounts and balances are for the active period selected. To view another period, change the active period in the drop-down list.