PS Help: Client Accounting Help
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Make your reports instantly recognisable to your clients by personalising reports to be on brand with your practice style! Practice-wide personalisations are automatically used whenever you or someone in your practice produces a report. Handy!

For example, your practice may use a specific font for all its communications, or you may want to put your company logo on the cover page.

What can I personalise?

Click to expand the image and see your personalisation options.

How do I personalise reports?

You do your practice-wide report personsalisations from AE/AO in Maintenance > Maintenance Map > Client Accounting > Practice Report Settings.

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

Report personalisation options table
FunctionTopic
Change order of reportsChanging the order of practice reports
Rename reportsRenaming practice reports
Change the font and text size in reportsCustomising your practice styles
Change the overall style, display and page margins of the reportSetting display options*
Adding watermarksDefining watermark settings
Add your practice logo to the Cover pageDefining image settings
Add your practice logo to the Compilation reportInserting logos into the Compilation Report
Create new or amend paragraphsEditing paragraphs
Map account groups at practice levelAccount groups and Tax Account Groups*
Edit non-transaction dataNon-transaction data in Statutory Reporter*

You can also watch us walk through the personalisation options in this video.

 
Related topics

Configuring Practice Report Settings

Securing your data

Preparing your practice

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Accountants and Partners
Client Accounting
AE Assets Live (AU)
AE Assets Live (NZ)
AE Statutory Reporter (AU)
AE Statutory Reporter (NZ)
AE Workpapers (AU)
Workpapers (NZ)
AO Assets Live (AU)
AO Assets Live (NZ)
AO Statutory Reporter (AU)
AO Workpapers (AU)
Australia
New Zealand

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For specific taxation or accounting advice, please consult the relevant tax authority or regulator.