Reports

Edit the Accountant's Report paragraph and wording

We have two accountant's report templates which are for Chartered and Certified accounting bodies. By default, the application sets the Accountant's Report to the Chartered template. You can change this to Certified. Alternatively, if you are neither Chartered or Certified, you can manually edit the Accountant's Report.

Change Accountant's Report template from Chartered to Certified

When you view the
Accountant's Report
, the default wording for the pages is Chartered. There is also a template for Certified accountants which you can activate by following the instructions below.
  1. Select the
    Summary
     tab.
  2. Select
    Accountant
    .
  3. Select the
    Description
     field, and enter
    Certified
    .
  4. Select
    OK
    .
    note
    When you view the Accountants' Report again, the heading will have changed to Certified.

Edit the Accountant's Report manually

  1. In the Accountant's Report section, select
    Design
     to enter Design mode.
  2. Point your cursor over the titles or paragraphs you want to edit.
  3. Double-click to open the
    Edit Text
     window.
  4. Edit a headings or paragraph:
    • You can overtype or delete black text.
    • If the text is blue, right-click on the text and select
      Remove conditions
      . The blue text will change to black, which you can overtype or delete.
  5. Select
    OK
    .
    note
    You'll need to do this individually for each title or paragraph.
tip
You can make these changes at a master level rather than individually on each client. To do this, edit the report as shown above in your master client and republish it.

This article applies to:

  • Product: Digita Accounts Production Advanced
  • Subject: Reports