Reports

You may wish to add further bullet points to the audit report. 1. Go into Enable editing mode from the View tab whilst having your cursor within the text section you want to add a bullet point to. Contact your Super User who will provide the... Read More

To add an extra report section in the Directors/Strategic Report, position the cursor on the existing report section prior to where you want the new section to go. 1. Click the icon green Add Note icon (on the Note tab) and choose Extra report... Read More

We do not advise amending the custom audit report signature section. Amending this section may cause issues with tagging or the presentation of the report and the report will need to be recreated.  Read More

An issue has been identified in which bullet points are not pulling through to the accounts, despite appearing in the custom audit KL.  1. To ensure these bullet points will pull through to the custom audit report using the Multilevel List button... Read More

1. Select the ? options at top of Audit Report. 2. Use the Amend text for Headers drop box to select the required wording.     3. Check the print preview to view the updated header. Read More

To change the professional body for the Accountants’ Report, click on the question mark next to Chartered accountants report options at the top. The below options will appear. Use the dropdown menu for Select your professional body, if... Read More

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

If the company is exempt from the requirement to have an audit and an Independent Assurance Report is not required, an Accountants Report can be activated. 1. This is driven from the options under the Audit requirement tab in the Start section of the... Read More

The need for a statutory Audit Report is automatically determined by the options selected within the Start section of the Wizard. The Wizard will compare the mapped trial balance against the published thresholds for annual turnover and gross assets.... Read More

Note: You can apply the below solution to the Strategic Report A blank page or a large gap in the Director’s Report is likely caused by there being a large section within the report. For example, the first page of the Director’s Report... Read More