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Changing the order of client reports

For each client, the order of the reports in the Reports table can be modified. When the financial statements are produced, the reports will be displayed in the order that they are listed in the Reports table.

The default order of the reports in the table, i.e., the order in which they are displayed when you first access the Client Accounting > Reports tab, is configured at a practice level. See Configuring practice report settings.

How to change the order of reports
  1. Open the client’s Client Accounting > Reports tab.
  2. Find and select the report.The report is highlighted.
  3. Click 
    to move the selected report up in the report order. Click 
    to move the selected report down in the report order. The report order is automatically saved for future use.
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