Video help

Sorting dataSorting data

 

In this video:

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

 

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

 

 

 

 

Directors' report features

If the Directors' report is available for the selected country and basis of preparation, it can be turned on or off:

  • Click Reports > Options > Report sections
  • Set Print section to Yes (on) or No (off)

 

Image shows the Directors' report screen in the software. The on-screen options have been labelled with numbers which correspond to the numbers in the table below.

 

 

  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 paragraph
  • 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

Settings

General settings for all notes

  
4

Sort

Sort the notes
  • Click Sort, then drag and drop the notes to move them
5

Send to PDF

Download all notes to PDF file

  
6

Send to Word

Download all notes to Word file

  
7

Turn note on and off

Turns a note on and off

  
8

Edit note

Opens the note for editing
  • Same functionality as #10
9

Search

Searches all notes

  
10

Edit note

Opens the note for editing
  • Same functionality as #8
11

Settings

General settings for the notes

  

 

 

Sole officer

To reference a sole officer in the Directors' report (Director's report) and the Directors' declaration (Director's declaration):

  • Click Reports > Options > Signatories
  • Set Sole officer to No, Yes - Male (His), Yes - Female (Her) or Yes - Their (Their)

 

 

Space between notes

To edit the number of blank lines between each note:

  • Click Sections > Directors' report
  • Click the Settings button
  • Select 1, 2 or 3 blank lines for Space between notes