How do I edit the Financial Reports to include at least Company Name and ABN, and if not too much trouble - Start Date and Finish Date?
Thanks in advance.
Financial statements are templates stored with the file extension .GPT.
You can open them using the Report Editor, inside the General Ledger. Or even using Notepad. What you describe goes in the header section of the template. Here is an example:
In my Capital folder, I have Account1.gpt, Account2.gpt, Account3.gpt, Account4.gpt and account5.gpt.
These reports appear to co-inside with the reports in the Financial Statements section. If so, then the fields you describe that should go in the header are already there.
It appears as though, the reports are not picking the information company customisation section.
Ok, I have confirmed that I am accessing the correct report files. It simply appears as though the reports are not picking up the fields [@YOURNAME] AND [@YOURABN]
in my company settings I have:
Company Name is "Sydney Gelato and Packaging Supplies"
Report Heading is "Sydney Gelato and Packaging Supplies"
ABN is "159 944 886"
ACN is "84159944886"
Is the name too long, is there a character limitation?
Using [@YOURNAME] and [@YOURABN] etc., is optional. You can just replace [@YOURABN] with the actual text you want to appear. I.e.,
[@YOURABN] --> ABN 149 944 886
If that doesn't work either, I suspect there is some other problem with the template, possibly the header section is defined twice or there is a typo in the definition.