Reports

You can insert a page break before and/or after any note, financial statement, accounting policy or report section. 1. Click anywhere within the note and select the Insert page break before this note icon beneath the Note tab to insert a page break... Read More

Text justification can be amended by changing the Style properties. 1. Place the cursor in the area of text that needs to be justified and double-click into the style box beneath the Style tab. 2. Use the paragraph buttons to change the justification... Read More

To remove an inserted report section, select the section title (or any text within the report) and click the Remove icon beneath the Note tab. Please note: once removed, it is not possible to restore an inserted note. Use the same method to... Read More

1. The Sort options icon beneath the Presentation tab on the Accounts toolbar. 2. Select the Directors' Report sections. 3. The Manual Section Sort dialog will open. Click the section you want to move and use the Move up/Move down buttons to... Read More

1. Click the Sort options icon beneath the Presentation tab in the Accounts. 2. Select Financial statements from the dropdown menu.   3. This will open the Manual Section Sort dialog below, where you can click the Financial Statement/Report you... Read More

The Custom Audit Report is not automatically tagged, it needs to be manually tagged.   Note: The Support team is not able to give advice on which information is required to be tagged or which tag is most appropriate to apply to a given piece of... Read More

You have the option to use your own letterhead on the Audit or Accountants Report. 1. Click on the yellow question mark beneath the report title. 2. Tick the box to print this report on your own letterhead 3. The standard page header will be... Read More

You can insert a page number reference anywhere within your Accounts. In the example below, there is a need to show pages for the Notes to the Accounts and we can insert the reference in a green text box. 1. Switch on (and unlock) Enable Editing... Read More

The Cover Page will state that the accounts are unaudited based on the information entered into the Wizard. If the Cover Page incorrectly states that the accounts are unaudited this is either due to the audit requirement checklist having not yet... Read More

To see the available options on the Accountants’ Report, click on the question mark below the heading. Select your professional body from the dropdown menu, if applicable.   You have the option to use page number references instead of... Read More