Client reports and logo
Client reports and logo
The module's PDF reports, such as the reconciliation cover, come from the CLOSE-REPORT package. The final step of the implementation is to replace the default logo with the client's logo in these reports.
Replace the logo
The logo is in the export layouts of the "PDF File" type. To change it:
Open the Export Layouts registration screen.
Select the CLOSE-REPORT package.
For each PDF report that uses a logo, open the edit screen and go to the Template tab.
Place the cursor to the right of the current logo and delete it with the Backspace key.
Without moving the cursor, add the new logo using the editor's image button.
Tip: use an image with a width between 90 and 110 pixels. The model used in the demos is 110 by 110.
Check the result
After applying the logo, generate a reconciliation cover for any group and confirm that the client's logo appears in the PDF header. With that, the implementation is complete: structure created, trial balance reading, assigned owners, and reports with the client's identity.
Done: with the customized reports, the client's environment is ready for the first closing. It's worth running an end-to-end test, from the trial balance to the cover, before going live.
Where to continue
Implementation: prerequisites and overview.
Introduction to Account Reconciliation.