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Accounts document doesn't open from the wizard?

There are 2 common reasons that the accounts will not open when clicking on the fin stats button from the wizard. 1. The accounts document does not have the correct name in the document manager.  2. To check that the name is correct right-click on... Read More

How to add a logo onto the cover page

A custom cover page will need to be used to include a logo. Click here for guidance on creating a custom cover page.  Once the cover page has been created the logo can be added as an image either in the custom cover page or on the face of the... Read More

How can the number of cloud licences be determined

Cloud admins can check how many cloud licences and product licences are remaining by following the steps below.  1. Navigate to Settings from the side menu.    2. Then within the settings open the System section and click on Cloud billing.   ... Read More

Rounding the Trial Balance before Import

When importing a trial balance from Excel, you have the option to round decimal figures to chosen Balance Sheet and Income Statement nominal account codes. 1. To use this functionality, tick the Round Balances option (under the Advanced... Read More

Rounding in the Detailed P&L

When posting a trial balance in £s and pence or € and cents, there will potentially be rounding differences that occur in the accounts. In order to clear rounding differences, you will need to first set a rounding tolerance. For guidance on... Read More

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