Accounts

Editing and updating firm templates

In Onvio Accounts, go to the
Firm Templates
 tab and select
Edit
 next to a firm template.
Select
Design Report
 Design Report button showing an icon with 2 slide controls to start editing. From this view, you can carry out various editing tasks. For example, you might want to add paragraphs, edit paragraphs, or remove brackets from the figures in a table.
Note:
 When you’ve finished editing, go to
Administration
, then select
Publish Template
. Onvio increases the version number by 1 and gives clients using the template the choice to update to the latest version.

Add a paragraph to a report

  1. Point your cursor to where you want to add a paragraph, then select Add Report Element Add button with plus icon.
  2. Select
    Report Element Templates
    ,
    Report Element Templates
    ,
    Basic Elements
    , then
    Blank Paragraph
    .
  3. Select
    Add
    .
  4. Enter text, then select
    OK
    .

Edit a paragraph in a report

  1. Go to the paragraph element in the report tree.
  2. Select the ellipsis button, then
    View
    .
    note
    Onvio generates a report more quickly when you view only a single element. This is useful when you want to make several edits to the same element.
  3. Select the paragraph within the report shown in Design view.
  4. Use the side panel to edit the paragraph.
  5. Select
    Save & Close
    .

Remove brackets from figures in a report

  1. Go to the table element in the report tree.
  2. Select the ellipsis button, then
    View
    .
  3. Select the table within the report in the Design view.
  4. Select the folder icon next to the section you want to change. Onvio Accounts showing an extract from a table. There are 6 rows and a total under cost of sales. Next to the table are two folder icons.
    note
    Onvio will highlight the table rows you've selected with the folder icon.
  5. On the
    Smart Content
     tab, select
    Edit Section
    .
  6. Turn off
    Reverse sign of sub-section values
     and
    Reverse sign of section total
    , then select
    OK
    .
  7. Go back to the Smart Table Editor back to Smart Table Editor button with left arrow.

Update a firm template

If there’s a newer version of the Onvio template on which the firm template is based, you can choose to update the firm template to the latest version. Go to the
Firm Templates
 tab and select
Update
. Onvio will tell users when it has completed the update, even if you move away from the Firm Templates grid.

Update a client template

If there’s a newer version of the firm template on which the client is based, Onvio will tell you when you go to the client’s Accounts project. You can update the template when you want.
Note
: Onvio will always create new financial periods by using the latest version of the template.

This article applies to:

  • Product: Onvio
  • Audiences: Staff