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 Primary Statements

Adjusting column widths

You have the option to adjust the column widths in Financial Statement and note tables. For specific guidance on setting narrow columns in the asset notes, please click here. 1. To adjust the column width, you must be in the Enable Editing mode ... Read More

Balance Sheet signature options

There are several signature options located at the foot of the Balance sheet. This article explains each option. If required, select the number of space lines required before signature(s) Choose from 0-10 lines between the wording and the... Read More

Checking and changing how a row is populated - with QuickVid

You can check how a row is populated on most notes and financial statements in the accounts, with the exception of the SOCIE (for guidance on checking where a figure is coming from in the SOCIE click here). Rows are populated either from a note... Read More

Custom note referencing on statements

Custom notes are not covered by our standard referencing structure and will not work when trying to apply a note reference as shown here. 1. Select the {N#} you wish to apply the number to, select Style and then Change Style.   2. Select... Read More

Different types of cells

Numeric These only allow figures in the cells. You get Numeric options as the second tab on the left hand side. Within this section you have the options to do the following. Display zero as: Zeros can be shown differently, as dashes, Nil or blank.... Read More

How can I show a prior year SOCIE?

1. The prior year SOCIE will show if you have entered at least two years of data into the working trial balance. 2. If you have entered the prior year trial balance after the accounts have been built, you may need to reload the SOCIE for the prior... Read More

How can I show a row with zero values? - with QuickVid

1. To show nil values in your accounts, select within the note or statement and use the Show all unused rows icon beneath the Table tab.   2. Click on the row you wish to show and select the Show row with zero values icon beneath the Table tab.... Read More

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