Firm - Onboarding

The Onboarding wizard was created for template authors to quickly set up the Organization Settings

Procedure

1. Upon opening the template the first time, the Financial Customization dialog will appear.



2. Select a format as the underline style and proceed to the next screen.



3. Select a font style and proceed to the next screen.



4. Select a shading type and a colour picker will display. Select a colour from the and click OK. Proceed to the next screen.



5. Select the Financial statement default standards and proceed to the next screen.



6. Select the format for Note references, currency location and entity columns order as the default and proceed to the next screen.



7. Select Review the customization in the financial statements to review the applied customizations. Click YES to save the changes.