Accountant Enterprise - Report Writer, need to bulk change report field from Chartered Accountant

This thread is now closed to new comments.
Some of the links provided in this thread may no longer be available or relevant.
If you have a question please start a new post.
StewartG
2 Posts
Cover User
New Zealand
StewartG
Cover User

2Posts

0Kudos

0Solutions

Accountant Enterprise - Report Writer, need to bulk change report field from Chartered Accountant

After a reinstall of Accounts Enterprise and recovery of data after a PC crash, we now have all our reports footers and several fields in each client report state "Chartered Accountants" or "Chartered Accountant" instead of our name.
So far our technician has found the fields to change for some clients but it seems we have to so far do this for each and individual client report. 
Is there a way to change it for all reports in one go rather than per record?

1 REPLY 1
MYOB Staff Post Stephanie_Y
37 Posts
MYOB Staff Post
Australia
Stephanie_Y
MYOB Staff Post

37Posts

5Kudos

3Solutions

Re: Accountant Enterprise - Report Writer, need to bulk change report field from Chartered Accountant

Hi @StewartG

 

Welcome to MYOB Community Forum!
 
I'm really sorry for the delayed response.
 
If you are referring to Accountants Enterprise MAS\Accounts Reporter please see the below to make the change for all the client reports.
 
  1. In the ledger go to Reports > Reporter > Design Practice Reports
  2. Select Database Map then navigate to Other Reports > Compilation Report and double click
  3. Select table data and enter details
  4. Select Apply to save
If you are running the reports in Accountants Enterprise - Client Accounting please see the below to make the change for all the client reports.
 
  1. In AE, go to Maintenance > Internal and Companies
  2. Edit company details and make change
  3. Okay to save and then Close
  4. Select the Client > Client Accounting > Reports tab
  5. Select Non-Transaction Data > Compilation Report and where is has firm name select the blue refresh icon to restore
Once this has been applied the firm name should now be included in the footer for all client reports. 
 
I hope this helps.

Kind Regards,

Stephanie
Client Services Analyst - Practice Solutions
MYOB Australia Pty Ltd
Didn't find your answer here?
Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post