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belindad1
Level 1

How do I customise the special purpose financial report found in management reports eg rounding, inserting policies in notes & info for compilation report & declaration?

 
4 Comments 4
Bonny_
Moderator

How do I customise the special purpose financial report found in management reports eg rounding, inserting policies in notes & info for compilation report & declaration?

Hi belindad1,

 

You cannot customise the rounding in Special Purpose Financial Report (SPFR). However, you can customise the notes for the Compilation Report and Director's Declaration.

 

To do this:

  1. Select Reports on the left menu.
  2. Select Management Reports, then in the Actions column for the SPFR, select the drop-down arrow icon.
  3. Select Edit.

You can edit any of the pages in the SPFR; Select Preliminary pages on the left side of the screen to edit the Compilation Report and the Director's Declaration. To preview what the report looks like after editing, select Print or Preview at the bottom of the screen to display the report.

 

Hope this helps!

 

Bonny

belindad1
Level 1

How do I customise the special purpose financial report found in management reports eg rounding, inserting policies in notes & info for compilation report & declaration?

Thanks Bonny. I also couldn't see a way to either remove or edit the page numbering or add an entry to the contents page.  Could you please put forward these suggestions and the rounding function to be included in a future update?

belindad1
Level 1

How do I customise the special purpose financial report found in management reports eg rounding, inserting policies in notes & info for compilation report & declaration?

Actually, have just figured out that I could manually change or remove the page numbers if I export to Word. I would still like to see the option of rounding the financial statements, if possible.  Thanks.

Jess H
Moderator

How do I customise the special purpose financial report found in management reports eg rounding, inserting policies in notes & info for compilation report & declaration?

Hi belindad1,

 

Thanks for updating us with the situation! Happy to hear you've found a workaround to change the page numbers. With any feedback you have, I'd recommend submitting it using the Feedback feature in QuickBooks. Select Settings ⚙️ on the toolbar and then select Feedback under the Your Company column. There you can provide any feedback or suggestions you might have on how to improve the platform!

 

Plrsdr drop me a comment below if there's anything else we can help you with.