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Status Planned
Created by Chris Pitsillides
Created on Feb 29, 2024

Ability to edit the default/master unincorporated accounts template in AP Essentials

Most small sole traders and landlords do not bother with a balance sheet and are happy just to approve a detailed P&L account. Also the ability to remove the word Chartered from the accountants report would actually make this product useable for me as it is not in its current status.

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  • Admin
    Nick Lloyd
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    Mar 5, 2024

    Have you tried regenerating the accounts?

    2 replies
  • Chris Pitsillides
    Reply
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    Mar 5, 2024

    Thanks Nick the below report look s good and would be welcome.

    The solution that you gave for the Chartered issue doesn't seem to be working? is this a fix only for new accounting periods? I am on AP essentials

  • Admin
    Nick Lloyd
    Reply
    |
    Mar 5, 2024

    Thank you for the suggestion, we are working on a report that is similar to this example (attached) For both sole trade and partnership accounts.

    As for the "chartered" reference if you go to the admin settings/practice details/acting accountant names/ and change the supervisory body to none.