Shane McLoughlin
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Articles
Recent activity by Shane McLoughlin-
Editing Cover Page Information in Financial Statements
How can I change the information displayed on the cover page of the financial statements in Bright Accounts Production?It is not possible to manually edit or insert user-defined information directl...
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Multi-Currency Trial Balances and Consolidation
Can I post trial balances in both EUR and GBP under one client in Bright Accounts Production, and generate a consolidated report?Currently, Bright Accounts Production does not support multi-currenc...
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Resolving a Cash Flow Statement Error
I’m seeing an error in the Cash Flow Statement in Bright Accounts Production — how do I fix it?If you're seeing an Accounting Disclosure Error related to the Cash Flow Statement in Bright AP, it ty...
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Changing the Financial Year-End
Where do I set or update the financial year-end for a client in Bright Accounts Production?To update the Year-End Date for a client:Open the relevant Client Dataset.Navigate to Settings > Accountin...
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Year-End Blocked Due to Temporary Journals
I’m unable to complete the year-end because of temporary journals. What does this mean and how do I resolve it?This message appears when there are temporary journals still present in the dataset. T...
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Applying Firm Logo to Financial Statements
Can I apply my firm’s branding (logo) to the cover page and footers in Bright Accounts Production?Answer:Yes, you can apply your firm’s branding — including your logo — to appear on the financial s...
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Marking a Company as Dormant
I’m trying to mark a company as dormant — where is that done?To mark a company as dormant in Bright Accounts Production, follow these steps:Navigate to: Compliance > Client Details > Key Informatio...
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Is It Possible To Switch from Companies to Charity Layout?
I need to switch from Small Companies regime to a Charity layout — how do I do this?In Bright Accounts Production, it is not possible to change the entity type of a client once it has been created....
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Adjusting Currency Settings
Where do I adjust the currency settings for a Bright Accounts Production client?In Bright Accounts Production, currency settings are managed at two key levels: Base Currency and Reporting Currency....
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How To Post Prior Year Adjustments
How can I enter a prior year adjustment in the accounts?In Bright Accounts Production, once a year-end procedure is completed, the system automatically locks the prior year to prevent accidental ch...