Navigation & Tools

1. Click the KL Update icon beneath the Tools tab. 2. Select Yes to the following message: 3. The available knowledge library updates will appear in a dialog similar to the one below. 4. Select the updates you wish to take and click OK to accept 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

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

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

You can review your accounts, or any document, in Print Preview. This gives a true view of what the document will look like once printed. Try not to rely on how the accounts look in Form mode, as this can often differ from the actual print. There... Read More

1. To insert an image a paragraph marker will need to be selected. This will then activate the Picture button on the Insert toolbar.    2. Once this is selected the option to Browse to a saved image and options for changing measurements of the... Read More