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Use the remove and replace function to revert a note, statement or report back to the default version after changes have been made. You can also use this function if calculations are not totaling as expected within a note.  Note: All customisations,... Read More

You may find that a note does not build back in after performing a remove and replace on it. This is usually because the accounts have been locked, made evident by the padlock appearing in the toolbar. 1. To unlock the accounts, go to the... Read More

To perform the correct removal of a Cloud Syncronised file follow these steps. 1. Sync AssuranceAssuming the Cloud file originates from a server. Local synced copies should be in sync with the Cloud.   2. Ensure full synchronisationBefore deleting... Read More

Single underlines can be added/removed from most total rows in notes or financial statements.   1. Select the figure you would like to change. 2. Click the single underline icon underneath the Table tab in the Accounts Toolbar. Read More

Restore a backup copy of the file that does not contain the account balances in the trial balance, or follow the steps below to remove the balances by column in the trial balance. Opening Balance column1. To clear the Opening Balance column, right... Read More

Interest paid automatically defaults to non-trade interest within the P & L Account Worksheet.   If you want to show the cost as trade interest. 1. Enter the amount in the trade field and delete the amount in the non-trade field. 2. Open the... Read More

If you have a difference on the Deferred Taxation note but the figures are correct, this is likely due to the prior year 2 figures not being entered into the trial balance. To check this, make sure your Prior Year figures are showing from the ?... Read More

Note: We recommend taking a backup of your file before proceeding with any deletion of documents.  For guidance on this process click here. 1. Delete the current version of the document.   2. Go to the Home tab, and select From Library. Â... Read More