Adding additional notes in financial statements or accounts

You can always add additional custom notes into the financial statements for your client if required. To do this:

1. Go into Workflow 3 for that client (the workflow name here may vary, e.g. FRS102/FRS102 1A, UK Partnerships Accounts Production, etc).
2. Select the Overview reconciliation (again the name will be preceded by Partnership, FRS102, etc) .
3. There will be several grey items in the list of reconciliations named "Additional note X" or "Additional profit and loss note X". To make the note appear and be numbered in the accounts, first star the note (click on the star to the left of the note and press Enter) and then select the note itself.
4. Complete the relevant details in the Note - you have options to add tables if needed.
5. Press Enter or select the silver box at the bottom right to save the data.

The note will then be inserted into the financial statements and you can preview it in the Workflow review Screen of Workflow 3.

The data in the note itself will then be carried forward to the next year when you do a roll forward for that client and any amounts in the current period will be moved to the prior period in any table.