Administrator Guide

Accounting Policies
Go to Data and select Accounting Policies. The available accounting policies are shown on the left hand side of the screen, and you can click Add Poli...
Mon, 30 Apr, 2018 at 1:55 PM
Smart Workpaper Customisations
Customisations can be made on your own firms smart workpapers. For more information on how to customise your firms workpaper templates, please see the artic...
Mon, 26 Nov, 2018 at 11:45 AM
Managing Smart Workpapers
Reportance uses the Business Fitness Smart Workpapers. For more information on managing the Smart Workpapers, including managing Users, Templates, and your ...
Mon, 26 Nov, 2018 at 11:49 AM
Customising Report Templates
This article deals comprehensively with how to customise financial reports within Reportance. The reporting module in Reportance provides a great de...
Mon, 30 Apr, 2018 at 2:29 PM
Firm's Address Appearing on the Compilation Report
To add your firm's address to the compilation report, log in to the website and select Manage Firm. Complete the firm's address details and select...
Mon, 30 Apr, 2018 at 2:30 PM