Ledger Assistant

Editing financial statement notes

To edit the notes to the financial statement for
all entities
:
  1. Go to File, Maintain templates, and then Notes to accounts.
  2. Select the Letter Editor in the taskbar.
  3. Select the relevant report for the entity reporting type.
  4. Make the change and select Save.
To edit the notes to the financial statement for a
specific client
:
  1. Open the client's ledger.
  2. Select New and Client's notes to financial statement.
  3. Select Letter Editor in the taskbar.
  4. Select the relevant report, make your changes, and save.
If you ever want to delete the note in the future, the customised file will be located in the client's folder section so you'll right-click it and select delete. This will set the financial statement note to the default file.