Customising reports for the Practice

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.

For example, you may use a different font or have your company logo on the cover page of your reports. By applying your customisations at the practice level, you won't have to reapply them every time you, or anyone in your practice produces a report for any client.

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

[Video: 3:46 of Configuring practice report settings Client Accounting video tutorials#AccountRightEssentialsmodule4Producefinancialstatements]

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.