Accounts

Send reports for e-signing

Prior to submitting your accounts to HMRC or Companies House, you can send them to the respective stakeholders for e-signature directly from Onvio Accounts. This ensures that concerned officers can review and approve the accounts conveniently before official submission.
Before you start,
Ensure that the following prerequisites are met:
  1. The firm is licensed for Onvio Firm Management Essentials.
  2. A signature element is present within the report you want to send. Note: If a report lacking a signature element needs to be sent to the officer for signature, you can accomplish this by sending it to Onvio Documents through the Send > Send to Documents option and proceed to request the signature from there. This process enables you to manually add the signature element to the report.
  3. The presentation option is set to 'Members' for LLPs and Companies by navigating to Summary > General > Financial statements to be presented to: Note: This selection can be amended post-signature to allow filing to HMRC or Companies House.
  4. There's at least one officer set up to sign: either one person for both the report and balance sheet, or different people for each.
  5. All signatories are individuals, not entities.
  6. All signatories have an email address entered in Onvio Centre.
  7. All XBRL validations have been cleared except that relating to finalisation dates.
    Initiating E-Signature Process:
  1. In Onvio Accounts, go to the Financial Statements tab.
  2. Run the report in Preview mode.
  3. Verify the report.
  4. Select Send and then choose Send to E-signing.
Onvio Accounts will automatically send the report to indicated signatories for e-signature using their email address. Signatories can also find the e-sign request in Client Centre. If the client cannot access Client Centre, they will get an email inviting them to sign up.
Completion and Storage:
 When all signatories have completed signing, the signed document will be stored in the Client Documents folder for the respective project.
Revoking or Replacing Requests:
 In cases where the report has changed and the existing e-sign request is no longer relevant, you can revoke the request or replace it with a new one. All signatories will be informed of the change via email notification.
  1. To revoke the request, select Send and then choose Revoke E-sign request.
  2. To replace the existing e-sign request with a new one, select Send and choose Send to E-signing again.

This article applies to:

  • Product: Onvio
  • Audiences: Staff