How to choose signatories in Charity AccountsAdvanced - with QuickVid

1. Open the Wizard

2. Within Completion, choose to print signatory name(s) by selecting the radio button.

Once selected, the following selection screen will become available:

To use the same signatories for the Trustees Report and Balance sheet, select the Signatories button and tick the check box in the resulting window.

In the blue user input field, type the number of Trustees you wish to use as signatories. This can be from 1-100.

Sorting
Use the Sort signatories button to open a pop up window with all of the Trustees listed in the Trustees section of the Wizard.

Here you can drag and drop the Trustees into the desired order.

If for example, you choose to have two signatories in your accounts, you must ensure that the Trustees required are allocated slots 1 and 2.

Once in the correct order, select Save and Close. These names will now appear in the Accounts in the signatories section of both the Balance Sheet and Trustees Report.

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