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Can I group accounts in the trial balance?
Hannah Olsson avatar
Written by Hannah Olsson
Updated over a week ago

No, accounts in the trial balance cannot be grouped or re-organised manually in Cimplico Workpapers. The structure reflects how accounts appear in your imported data.

💡Tip: Depending on why you’re wanting to group accounts, the following articles may help:

These resources cover sorting, filtering, and linking files to multiple accounts to help streamline your work.

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