Can I insert a custom note into the accounts?
Yes, you can add custom notes to your financial statements in Bright Accounts Production by using the Compliance Database and Produced Accounts sections. Follow these steps:
- Open your client file and go to the Compliance Database.
- Navigate to the Other Note Information section.
- Enter your custom note content in the available user-definable text fields.
- Once added, go to the Produced Accounts area.
- Select the Pages tab and find the Notes section.
- Use the Move Up and Move Down options to position your note in the desired order within the financial statements.
This approach ensures your custom note is included, formatted correctly, and appears where you want it in the final produced accounts.