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These topics apply to making changes at a practice-level. This means that any changes made at this level will apply to all clients of the same entity type as the ledger configured in the Practice Report Settings.

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If you've customised your reports in your other Reporting software (e.g. AE Reporter or AO GL reports), you can also apply those changes to your reports in Statutory Reporter at a Practice level.

This means that when you're ready to produce the financial reports for your client, the changes you've made to your reports at Practice level style will be automatically applied to each client you produce reports for.

Make your reports instantly recognisable to your clients by personalising your reports to reflect your brand. For example, you may use a different specific font or have your company logo on the cover page of your reports. By applying your

You can apply report customisations at the practice level, meaning you won't have to reapply them every time you, or anyone in your practice produces a report for any client of that entity type.

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Practice level customisations are automatically applied to each client you produce reports for.

All practice-wide report customisations are performed from within AE/AO, by following the menu path path Maintenance >  > Maintenance Map >  > Client Accounting >  > Practice Report Settings.

What can I change?

As every practice is different, we've put together the following table a collection of topics so you can easily find the topic for the task you're looking for.

Expand this table and follow the links for any of the personalisation options you're interested in learning more about.

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FunctionTopic
and in reportsChange the , display and page margins of the reportSetting *
Adding Add your the Cover pageCreate new or amend account groups at practice level Tax Account Groups* non
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Changing the order of practice reportsRenaming practice reportsCustomising your practice stylesDefining watermark settingsDefining image settingsInserting logos into the Compilation ReportEditing paragraphsNon-transaction data in Statutory Reporter*
You can also watch
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Watch us walk through the personalisation options in this video.

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Configuring Practice Report Settings

Securing your data

Preparing your practice

practice report settings

Statutory Reporter