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  2. 2020/21 Accounting Spreadsheet
  3. Customising your spreadsheet
  1. Home
  2. 2019/20 Accounting Spreadsheet
  3. Customising your spreadsheet

Customising your spreadsheet

The article below relates to the 2019/20 and 2020/21 Spreadsheets.

You can easily customise your spreadsheet to show some key items of your business as you work your way through your business accounts.

Business Name

You can change the name of your business on the Customise tab. This is also accessible through the Main Menu under the ‘Customise Accounts’ button.

Enter a name you’d like to see within the system. This will appear on your Annual Business Report.

Your Groups

The multi-group spreadsheet allows the entering of several monthly PFS documents at once, and can be used if you have several groups and want to uniformly recognise these through the spreadsheet.

On version 3 of the spreadsheet, you can enter the Group Numbers in the fields shown which will then pass through to the relevant monthly tabs.

This will help you to remember which group is which, and in future versions will support additional reporting and the ability to add the group name.

Updated on May 21, 2021

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