Video help

In this video:

Sorting report sections
Sorting Directors' report
Sorting Balance sheet
Sorting notes
Sorting table rows
Sorting table columns

Jump to a specific point in the video with the chapters button in the video.

Appendix 4 features

Appendix 4D is only available for Listed Interim and the Appendix 4E is only available for Listed Annual.

To turn Appendix 4 on or off:

Click Sections > Sections setup
Set Print section to Yes or No

	Option	Function	Notes
1	Show all or used	Shows all or only used notes	All: shows all notes Used: shows notes which are on and will print
2	New note	Adds a new note	A note is created with one text block Insert new content in the note using the right click menu Open the new note and click the Delete note button to delete it
3	Sort notes	Sort the notes	Click Sort notes, then drag and drop the notes to move them
4	Header & Footer	Edit the header and footer of the section	See Editing page headers and footers below
5	Export to PDF	Download all notes to PDF file
6	Export to Word	Download all notes to Word file
7	Settings	General settings for all notes
8	Turn note on and off	Turns a note on and off
9	Edit note	Opens the note for editing	Same functionality as #12
10	Search	Searches all notes
11	Status	Applies status to the note	The following statuses can be applied: To do In progess Complete When a report is rolled forward, there is an option to clear or keep note statuses in the rolled forward report.
12	Edit note	Opens the note for editing	Same functionality as #9
13	Settings	General settings for the note

Editing page headers and footers

To customise the default prominent display for page headers:

Navigate to Sections > Appendix 4 > All notes
Select Header & Footer
Select either Header or Footer to edit
Enter the desired Header or Footer wording in the text block

Page headers and footers must be edited on a section by section basis. For example, editing the page header for the Directors' report will not change the page header wording for the Statement of profit or loss.

To reset the header or footer to default:

Navigate to Sections > Appendix 4 > All notes
Select Header & Footer
Select either Header or Footer to edit
Select Reset > Reset content

Change orientation of notes

To change the orientation of the notes:

Click a note
Click Orientation
Select Portrait or Landscape

Print a horizontal line between notes

To turn the horizontal line between Appendix 4 notes on or off:

Click Sections > Appendix 4
Click the Settings button
Turn On or Off Line between notes

Space between notes

To edit the number of blank lines between each note:

Click Sections > Appendix 4
Click the Settings button
Select 1, 2 or 3 blank lines for Space between notes

Blank lines at the end of sections/notes

By default, the software will insert a text block (which appears as a blank line in the report) at the end of sections and/or notes to separate them. If the section and/or note contains large tables or text blocks which span the entire page, the blank line will be pushed onto the next page. This results in the section/note header re-printing with the (continued) wording even though there is no relevant information on the next page.

To prevent the header from re-printing:

Navigate to the affected note or section
In the affected note/section, select Settings
Under Print blank lines at end of section/note, select No