Insert the firm logo in the financial statements
In the financial statements document, you can insert the firm logo in any text section or in the document header or footer.
To insert the firm logo:
-
Select the text field where you want to insert the logo.
-
Select Insert Logo Placeholder (
) at the formatting toolbar.
The firm logo is added in the text field.
If no logo is available in the firm template, a placeholder with a link to Cloud displays so you can upload a logo.
Note: You can only upload a firm logo in the firm template. To access the firm template, you must have the Settings Admin role or similar. For more information, see Built-in roles and Assign security roles.
