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Editing a format

Accountants Enterprise in Australia only

You can edit a Format at any level of the hierarchy, but if you edit a Format that is at a higher hierarchy level than that at which you opened Report Designer (e.g., you open Report Designer at the Client level and edit a Master or Practice level component) then the edited Format is saved to the level you are working at. When you save your edits the icons change to show the new hierarchy level of the edited Format.

To edit a format within the Report Designer (on the Formats tab)
  1. In the Explorer pane, select the Format that you want to edit.

  2. Double–click the item or alternatively, click the Edit Format

    button on the toolbar. You can also select Edit from the right-click menu. The Format Editor window opens showing the contents for the selected item.

  3. Edit the contents as required.

  4. When all the changes have been made, click the Save button

    . The Format saves at the current level.




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