Applying a theme to a client
If the theme on a client needs to be changed, the following procedure can be used:
- Select Maintenance > Accounts > Job themes
- A list of all clients’ accounting periods is shown.
- Select an accounting period, by clicking the appropriate row (without clicking the link which opens the client).
- The right hand column, Theme, is a dropdown. Click it and select the appropriate theme.
Now all accounts produced for that client will use the styles defined in that theme.
Notes
- It is much easier to set a default theme than to set the theme one client at a time.