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Firm Information

In Financials, firm information is used in letters and other correspondence that is automatically generated as part of the financial statements. You provide this information in the EP7 - Firm information document, which is accessed from the CQ - Organization settings document.

The EP7 - Firm information document contains two sections:

  • Firm Information, in which you provide the firm name, address, and other contact information.
  • Signatures, in which you can specify whether the firm name or firm designation is to appear after the signature in reports.

Note: Your product may also give you the option to include partner signatures in reports.