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How to edit the company name on a set of accounts - with QuickVid

In the event the company name does not show on the Cover Page, this is because it hasn’t been entered into the Engagement Properties.

Access the Engagement Properties window via the Engagement tab on the Working Papers toolbar.

 

1. Enter the company name against Operating Name and click OK.

 

2. Return to the accounts where the company name will show on the Cover Page.

 

Note: The company name for the headers is populated from the Operating name Field


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