Page Comparison - Personalising reports for your practice (v.30 vs v.31) - PS Help: Client Accounting Help

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

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. 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 Maintenance > Maintenance Map > Client Accounting > Practice Report Settings.

What can I change?

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

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Function	Topic
Change order of reports	Changing the order of practice reports
Rename reports	Renaming practice reports
Change the font and text size in reports	Customising your practice styles
Change the overall style, display and page margins of the report	Setting display options*
Adding watermarks	Defining watermark settings
Add your practice logo to the Cover page	Defining image settings
Add your practice logo to the Compilation report	Inserting logos into the Compilation Report
Create new or amend paragraphs	Editing paragraphs
Map account groups at practice level	Account groups and Tax Account Groups*
Edit non-transaction data	Non-transaction data in Statutory Reporter*

Column

width	25%

Show me how

Watch us walk through the personalisation options in this video.

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<iframe src="https://fast.wistia.net/embed/iframe/ecutlxw902.jsonp" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="560" height="315"></iframe>
<script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>

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Versions Compared

Old Version 30

New Version 31

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What can I change?

Show me how

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