Navigation & Tools

You have the option to change the page orientation of certain notes (such as the SOCIE and LLP ROMI) by clicking on the Change page orientation for this note button beneath the Note tab.   The headers and footers will change width, based on the... Read More

To change the text style, click on the text you wish to change and use the Change Style button under the Style tab on the toolbar. The text style applied to the area will be ticked. Select the required text style and click OK to confirm the... Read More

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

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 posting a trial balance in pounds and pence, or when rounding to thousands/millions in the accounts, there will be potential rounding differences. In order to clear rounding differences on primary statements and notes, you must first set a... 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

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