Navigation & Tools

If the trial balance is posted in pounds and pence or dollars and cents, there will potentially be small rounding differences that occur within the Accounts. To clear these rounding differences, you will need to set a rounding tolerance in the... Read More

When inserting objects into your accounts, it is advisable to do so within a custom text note. This will ensure that no changes are made elsewhere within the accounts document.  1. Enter Enable editing mode via the View tab.    2. Click the Lock... Read More

1. Place your cursor on the paragraph marker where you want to reference the page numbers as in the example below for Notes to the Financial Statements.   2. Click on the Insert option from the main menu and select Page Number ReferenceÂ... Read More

You have the option to change a text style to italic (applying the change wherever that style appears throughout the face of the accounts) or to specific text. Setting a Style to Italic Follow these steps to set a text style to italic and apply the... Read More

A Knowledge Library (KL) is a section within the accounts such as a note or financial statement. The KL includes both the table and text content of a section.   Select the section you wish to update and click the Sec Update icon beneath the Tools... Read More

1. Select a row within the note you want to remove the Page Break from. 2. If the Page Break is Before the note, select the Remove Page Break Before Note button.   3. If the Page Break is After the note, select the Remove Page Break After Note... Read More

When a table is inserted using the Create\Edit Table option in Enable Editing mode, by default the text entered into the table will be underlined.   1. Place the cursor on the text and select Style Sheet beneath the Format dropdown menu.   ... Read More

Visit our Client Services YouTube Channel for more QuickVids. Read More

Navigate to the Table section of the Toolbar, and select Show CY Figures icon.   The current year figures will then populate as below.   To hide the current year figures on a note, click the Hide CY Figures on the Table section of the Toolbar.... Read More

By default, subtotals and subheaders on a section will show (providing that they are populated or contain a calculated total). 1. To hide a subtotal or subheader, select it and use the Show/Hide subheader/subtotal button under the Table section... Read More