Assigning worksheets in the trial balance is optional but can help divide responsibilities - especially for workpapers with many users.
How to assign a worksheet
You can assign worksheets in two ways:
From the Trial Balance Screen:
Select the accounts you want to assign by using the checkboxes.
Click the Assign button and choose the assignee/s from the list.
Within a Worksheet:
Open the worksheet for the account you want to assign.
Click the + icon next to the assignee field and select the person to assign the account to.
Best Practices
Below are some suggestions for how you can utilise the assignee feature in a workpaper:
Assign filtered accounts: Narrow down your trial balance utilising the filter function and then assign accounts from this list. For instance, you could assign all fixed asset accounts to a particular staff member.
Work in batches: Assign a small number of accounts at a time, which is particularly useful when allocating tasks to junior staff to keep workloads manageable.
Self-assign as needed: Assign yourself accounts to manage and breakdown your own workflow.
Filter by assignee: Apply the Assignee filter to view accounts assigned to you or others and track progress.