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Renaming a format

Renaming a format

Accountants Enterprise in Australia only

A Format name must be unique within the entity and level at which it resides. A Format name does not have to be unique if other Formats of the same name are at a higher level in the hierarchy. In this case, the lowest level of the Format is the one listed, with the higher level one of the same name hidden until the lower one is renamed or deleted.

You can only rename a Format which resides at the same level as that which you entered Report Designer. For example, if you're in Report Designer at the Client level, you will not be able to rename Practice or Master Formats.

To rename a format within the Report Designer window (on the Formats tab)
  1. Right-click on the Format that you want to rename and from the drop-down menu, select Rename.

  2. Type over the highlighted text. By default the system will have entered the original name suffixed with a number (e.g. Inventories Note1)

  3. Click OK to save your changes.

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