Administrator Guides
Administrator Guides
14 articles
- How to manage firm default matching rulesTo assist admin users in managing the firms default matching rules.
- How to manage the standard chart of accountsTo assist admin users in managing the firm's standard chart of accounts.
- How to customise reportsTo assist admin users in navigating the Admin Centre for Active Ledger & Reporting.
- How to customise report contentTo assist admin users in utilising the content editor features when editing a page template, header template or notes.
- How to customise report fieldsTo assist admin users in creating reporting fields at a firm level to enable standardisation.
- How to customise global report settingsTo assist admin users in customising the firms global report settings.
- How to add a firm logoTo assist admin users in adding a firm logo in the Admin Centre to be able to add to firm reports.
- How to add report watermarksTo assist admin users in adding firm report watermarks.
- How to customise report stylesTo assist admin users in customising the firms reporting styles.
- How to customise report page templatesTo assist admin users in customising the firms page templates.
- How to customise report page layoutsTo assist admin users in customising the firms page layouts.
- How to customise report notesTo assist admin users in customising the notes to the financial statements.
- How to customise report content fieldsTo assist admin users in creating customised content fields at a firm level to enable standardisation.
- How to customise report mastersTo assist admin users in customising the firms reporting masters.