From the Ledger Admin Centre, click on Global Report Settings.

Once you have selected 'Global Report Settings', the below screen will appear. From here you can edit the swinging behaviour, policy layout and other formatting matters.

Change the brand colour by inputting the relevant colour code. You can select click here under the field to find the correct colour code.

This will ensure reports include electronic tags for the selected sign solution. Note here that Adobe is the only compatible signing platform currently.

This determines how accounts which are configured to swing should behave when their balances are negative. Options, when accounts swing between DR and CR, are:

This will automatically pick up the default policy layout set in the Admin Centre (if there is one at all).

For information on how to create and edit policy layouts, see the support article: How to customise report notes.

If this checkbox is selected, where all the tables in the Notes to the Financial Statements have the same headers, the headers will appear at the top of each page starting from the first policy after the accounting policies note.

This is an effective tool to prevent users from making any changes directly in the report preview as any changes made in this screen will not be saved after the window is closed. Instead, users must edit the template before generating the report to ensure changes are saved for future use.

This will standardise all watermarks placed on a financial report at the firm level - users will not be able to create their own watermarks once a report is generated.

At any stage, you can revert back to the original system settings by clicking on the Revert to System Defaults button in the lower right of the screen.
​