FAQ

How to change the designation on the signature area

Published:  16/05/2023

How to change the designation on the signature area


  Instructions:

In your file's Document Manager

  • Open the Information store document (e.g  folder locations: Financial Statements | Financial Statements preparation | 10.20 Information Store)
  • Jump to Firm information section at the bottom of the page
  • In the Designation of practitioner/firm drop-down menu, select the blank option
  • You will see that the cell is white and cannot be edited (refer below on steps to edit this in the report)

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In your financial statements

  • Switch on the report you would like reviewed (Right click on the blue heading and select On)
  • Navigate to the signature area of the report in your financial statements
  • In the relevant section, there will be a blank input cell in which you can type in the designation and then hit the Enter key for this to display on the report

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