The Practice Details section enables the practices to enter their own details at a global level.  The Practice Details will then be displayed in each client's compliance database. These details can be changed on a client-by-client basis or globally if needed.

Flag Practice's Accounting Data

Entering Practice Details

Some details of the practice  within  accounts production will feed in from your Brighthub account. If you are unable to make changes within the application you may have to go to Brighthub to action whats needed. You will find the steps to do this here.

To view the fetched details from BrightHub and to enter other Practice Details, go to the Clients and Accounts screen and choose ‘Practice Details’ from the left panel.

Note: To access these details you should not have any client data open. If a client's name is displaying in the top right corner you will not be able to access ‘Practice Details’. To close out of client data simply click on the client's name from the top right.

On the Practice Details screen, there are three tabs; Practice, Presenter and Other.

Practice Details

The information required here is as follows:

You can now update the Accountant/Auditor Name and address details at a global level. To update the Accountant/Auditor Name and address details for datasets, complete the following steps:

1. On the Practice Details screen, update the Name and address details fields, as required and click Update to Dataset.
2. In the Update Accountant/Auditor Name and Address window, select the required option:
   All DRAFT Sets Of Accounts: This option will be selected by default and will update the Practice's name and address of all open Sets Of Accounts as the Accountant/Auditor's name and address.
   All Sets Of Accounts: This option will update the Practice's name and address of all open and closed down Sets Of Accounts as the Accountant/Auditor's name and address.
   For closed-down datasets, the Accountant/Auditor name and address details will only be updated in the Compliance Database, if produce accounts were performed before the change was made. In such case, if you change the Accounts status to Not Started and the perform produce accounts, the updated Accountant/Auditor name and address will be reflected.

Presenter

This Presenter tab is applicable only for practices filing to Companies House in the UK on behalf of clients required to file to Companies House. Companies House will provide you with a Presenter ID and Authentication Code, these details need to be entered here.

The Next Submission No should be set to be sequential for each filing, but it must never have been used in conjunction with the Presenter ID from any software previously.

Each company which you are filing for will also be given an Authentication Code which must be entered in the clients’ Compliance Database > Client Details > Key Information.

Other

The Other tab contains additional formatting settings that affect various outputs and reports:

1. Bullet Symbol- Select your preferred bullet point symbol from the dropdown menu. This symbol will be used consistently across all documents and reports where bullet points are required.
2. Default Page Header Margin- Enter a numerical value to set the standard margin size for page headers in all documents. This setting helps maintain consistent formatting across all outputs.
3. Prompt for Version Upgrade: When checked, the system will notify you when new versions are available.
4. Do you want to remove the Status page from all Draft accounts?: Selecting this option removes the status page from all draft accounts documents.
5. Create Tag List Output while Creating iXBRL file?: When checked, the system automatically generates a tag list output during iXBRL file creation. This is useful for reviewing and verifying iXBRL for submission.
6. Allow Status Reports to just be produced at the end of Financial Statements/Accounts when they are finalised: This option controls when status reports are generated, limiting them to only appear after financial statements are finalized.

These settings can be adjusted at any time by accessing the Practice Details menu. Click Save to apply any changes made, or Cancel to exit without saving modifications.

Note: Changes made in Practice Details will apply globally to all clients unless specifically overridden in individual client settings.

Logo

The Logo tab allows you to add and configure your practice's logo for use in documents and outputs. The logo appears in specific locations and formats based on predetermined settings:

Logo Placement and Visibility

1.  The logo consistently appears in the top-left corner of the cover page for both full and abridged accounts
2. The logo will not be included in iXBRL file submissions
3. The logo is visible in the Previewer and can be exported to Word and PDF formats

Adding a Logo
To add your practice logo:

1. Click the Choose File button in the Logo tab
2. Select your logo file from your computer
3. Click Open to upload the file

Logo Size Configuration
The system uses centimetres as the measurement unit for logo dimensions:

1. Height: You can manually adjust the height value
2. Width: The system automatically calculates the width based on the original image's aspect ratio to maintain proper proportions
3. Both dimensions are displayed in the respective input fields

Note: After making any changes to the logo or its dimensions, click Close to save your settings. These logo settings will apply to all relevant documents unless specifically modified for individual clients.

Best Practices

1. Use high-resolution images for optimal quality in printed documents
2. Keep file sizes less than 500KB

Flag Practice's Accounting Data

This enhancement allows users to flag/mark a specific business as their practice's accounting data through a new dropdown field in the Practice Details section.

1. Click the Practice Details option in the sidebar menu.
2. In the Practice Details screen, locate the My Practice's Data drop-down field.
3. Click the drop-down arrow to display all available businesses.
4. Select the business that represents your practice's accounting data from the list.
5. Click the Save or Update to Dataset button to store your selection.
6. Your practice's accounting data is now properly flagged in the system.

Note: Only one business can be selected as your practice's accounting data. Note that your selection will be saved and displayed when you return to this screen