Uploading and using logo and signature images

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Uploading images to the application

Accounting CS enables you to personalize the reports, firm billing invoices, financial statements, and letters that you send to your clients by including your firm's logo and signatures. When you upload image files (one logo and up to three signatures) to the Firm record in Accounting CS, the images will be available in the Report Designer and Layout Designer as firm variables.

You can also add your client's logo and signatures to the layouts you use for their checks, deposit slips, and customer invoices and statements.

Notes

  • The image files must be in BMP, PNG, or JPG format.
  • You cannot resize images and signatures after they have been uploaded to Accounting CS. We recommend that you size the image to the proportions that you expect to see on the document. For example, if you have a document that requires a 1.5" (144 pixels) x 1.5" image, we recommend that you size the original image to those dimensions using a third-party graphics application before you upload it to Accounting CS.

Adding images to the firm record

The images you upload here will be available for reports, invoices, financial statements, and letters that you send to your client.

  1. Choose Setup > Firm Information > Firm and click the Images tab.
  2. Click the Ellipsis button button next to Logo or relevant Signature field.
  3. In the Insert Image dialog, click the Insert button.
  4. In the Choose Image File dialog, browse to the appropriate image file, and then click Open.
  5. The application displays the image in the Insert Image dialog. If the image is acceptable, click Done. If it is not acceptable, repeat steps 3 – 5.
  6. Click Enter to save the image with the Firm record.

Adding images for your client's checks and deposit slips

The images you upload here will be available for checks and deposit slips associated with your client's bank accounts. You can upload image files for one logo and up to two signatures for each bank account.

  1. Choose Setup > Bank Accounts or Setup > Firm Information > Impound Bank Accounts.
  2. Select the client from the drop-down list in the upper-right corner of the screen.
  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 Choose Image File dialog, browse to the appropriate image file, and then click Open.
  8. The application displays the image in the Insert Image dialog. If the image is acceptable, click Done. If it is not acceptable, repeat steps 6 – 8.
  9. Click Enter to save the bank account record.

Adding images for your client's customer invoices and statements

The images you upload here will be available for invoices and AR statements that your client sends to their customers.

  1. Choose Setup > Clients and click the Edit button.
  2. Click the Accounts Receivable tab.
  3. Click the Ellipsis Ellipsis button button next to the Logo field.
  4. In the Insert Image dialog, click the Insert button.
  5. In the Choose Image File dialog, browse to the appropriate image file, and then click Open.
  6. The application displays the image in the Insert Image dialog. If the image is acceptable, click the Done button. If it not acceptable, repeat steps 4 – 6.
  7. Click Enter to save the image with the Client record.

Inserting logo and signature images

After you have uploaded logo and signature images to the firm record, bank account record, or client record, you can use the Report Designer or Layout Designer to add those images to reports and layouts.

Reports, financial statements, and letters

To add your logo and signatures to the reports, financial statements, and letters you send to your clients, use the Report Designer to add the images to the layouts.

  1. Choose File > Report Designer, and open the appropriate 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. Click the variable to insert, and drag it to the desired location on the layout. The Report Designer displays the code for the image (for example, [Firm.Images.Logo]) in that cell.
  6. Choose File > Print Preview and verify that the image looks the way you expect. You can change the size of the image on a report by resizing the cell in the design grid that contains the logo. However, you cannot resize the image itself.

    Note: Because the Report Designer does not support repeating elements in letters, you can use only the firm logo variable ([Firm.Images.Logo]) or the client logo variable ([Client.AccountsReceivable.Image.Logo]) in letters.

Checks, deposit slips, customer invoices,and statements

To add your client's logo and signatures to their checks and deposit slips and to the invoices and statements that they send to their customers, use the Layout Designer to add the images to the layouts.

  1. Choose File > Layout Designer, and open the appropriate 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 you are adding the image to.
    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. Click the applicable variable, and drag it to the desired location on the layout.

Related topics

Removing logo and signature images

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