Adding and using logo and signature images

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Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

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Adding images to the application

Accounting CS enables you to add image files for one logo and up to three signatures to the Firm record. These images will be available in the Report Designer and Layout Designer for selection on invoices, reports, financial statements, and letters. Valid image formats are BMP, PNG, or JPG files. You can also add client images for check and deposit slip layouts.

Note: Images and signatures cannot be re-sized after they have been uploaded to Accounting CS. We recommend that you resize the image to the proportions that you expect to see on the document. For example, if you have a document that requires an image that is 1.5 inches (144 pixels) X 1.5 inches, we recommend that you resize the original image to those dimensions using a third-party application (such as Microsoft Paint or Photoshop), and then add it to Accounting CS.

Adding images for your firm

  1. Choose Setup > Firm Information > Firm and click the Images tab.
  2. To add an image file, click the Ellipsis button button next to the relevant field.
  3. In the Insert Image dialog, click the Insert button.
  4. In the Open dialog, browse to the desired image file, and then click the Open button.
  5. The application displays the image in the Insert Image dialog. If the image is acceptable, click the Done button. To add a different image, click the Insert button and browse to the desired image.
  6. Click Enter to save the image with the Firm record.

Note: You can add up to three firm signature images to the application. From the Variables section of the Design Tools frame in the Report Designer, you can insert Signature 1, Signature 2, or Signature 3 into a workpaper or document.

Adding client images for check and deposit slip layouts

The application enables you to add image files for one logo and up to two signatures to each bank account record. These images will be available in the Layout Designer for selection on check and deposit slip layouts.

  1. Choose Setup > Bank Accounts or Setup > Firm Information > Impound Bank Accounts.
  2. Select the client from the drop-down list in the client selection field.
  3. Select the bank account for which you want to add image files, and then click the Edit button.
  4. Click the Layouts tab.
  5. In the Images section, click the Ellipsis button button next to the relevant field.
  6. In the Insert Image dialog, click the Insert button.
  7. In the Open dialog, browse to the desired image file, and then click the Open button.
  8. The application displays the image in the Insert Image dialog. If the image is acceptable, click the Done button. To add a different image, click the Insert button and browse to the desired image.
  9. Click Enter to save the bank account record.

Using logo and signature images in the Report and Layout Designers

After you add a logo and signature image to the firm record or bank account record, you can select a variable from the Report Designer or Layout Designer to include those images in a selected layout.

Inserting an image in a report, financial statement, or letter layout

  1. Choose File > Report Designer, and open a report, financial statement, or letter.
  2. Highlight the cell where you want to insert logo or signature.
  3. Choose Insert > Variable.
  4. In the Variables tree, expand the Firm > Images group.
  5. Left-click the variable that you want to insert (for example, [Firm.Images.Logo] or [Firm.Images.Signature 1, 2, or 3]), and drag it to the desired location on the report, financial statement, or letter.
  6. Choose File > Print Preview and verify that the image displays properly. To change the size of the image on a report, you can resize the cell that contains the variable logo in the design grid. If necessary, you can make adjustments to the margins or other settings for the document by choosing File > Page Setup.

    Note: Because letters do not support repeating elements, only the firm logo variable [Firm.Images.Logo], or the client logo variable [Client.AccountsReceivable.Image.Logo] can be used.

Inserting an image in an invoice, statement, check, or deposit slip layout

  1. Choose File > Layout Designer, and open a layout.
  2. Choose Insert > Variable.
  3. In the Variables tree, expand the appropriate items to find the logo or signature variables based on the type of layout in which you are working.
    Layout type Variable for logo and/or signature
    Vendor check / AP check [VendorActivitiy.Check.Images.Logo/Signature1/Signature2]
    Payroll check [Payroll.Check.Images.Logo/Signature1/Signature2]
    AR billing invoice [BillingActivity.Invoice.Logo] OR [Firm.Images.Logo/Signature1, 2, or 3]
    AR invoice [CustomerActivity.Invoice.Logo] (no variables for signature)
    AR statement [CustomerActivity.Statement.Logo] (no variables for signature)
    Deposit slip [BankAccountActivity.Deposit.Images.Log/Signature1/Signature2]
  4. Left-click the variable that you want to insert, and drag it to the desired location on the layout.

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