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Styles can be used to set the font and configure how the headers, footers and balances are displayed in the financial statements.

The available options are:

  • Style Set pre-configured styles which determine how the headers, footers and balances are displayed in the financial statements.

  • Font select the font to use in the financial statements.

To select the style options
  1. Access the practice or client’s report options. See Accessing report options. The Report Options window opens.
  2. Select the pre-configured style set on the Style Set drop-down.

    You can select either a master style sets or one of your custom practice style sets.

  3. Select the font on the Font drop-down.

  4. Click OK to save the changes.

To preview the style options
  1. Access the practice or client’s report options. See Accessing report options. The Report Options window opens.
  2. Click Preview Style Options. After selecting a style set and / or font on the Report Options window.The Preview a style set window opens. The style set and font can be changed and previewed from the Preview a style set window.
  3. Select a new style set on the Style set drop-down.
  4. Select a font on the Font drop-down. The preview updates to show the style and font of the new selection.
  5. Click OK to save any changes. Click Cancel to close the window without saving changes.