Add signature to compilation report

Karen Hill

• 20 October 2024 23:47

Hi, how do I add my name, business and signature to the compilation report?

I'm a bit stuck on it

 

Thanks

0

• Official comment

  

  Christopher Banks

  • 31 October 2024 02:28

  Hi Karen,

  First, check that a different badge to the default badge has been selected, so you can edit the compilation report template.
  
  Then download the template, add the custom fields to the report (these can be found by downloading the template for the custom letters 1 & 2), right-click the fields added, and select the update field button.
  
  For the signature, the Compilation Report has a digital signing field attached. However, you could include an image for your signature if you want Simple Fund 360 to generate the report with the Signature included.
  
  I hope the above answers your question and if there are any further questions please reply to let me know so I may assist further.

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