How do I edit the summary in estate accounts?

This article will guide you through how to change the wording for the estate accounts summary for all cases or for specific cases.

You may wish to edit this wording to reflect your standard company wording and style or to add a note explaining an element of the accounts on a specific case. To set wording for all cases, you should edit the summary at a company level, to set wording for a single case you should edit at a case level. 

Edit wording across all cases at company level

• In the top right hand side of your screen, choose Company settings from the dropdown menu

• Once in company settings, scroll down to the Estate accounts settings section

• Edit the wording, click Update wording when you are happy and once done, you'll see a message to confirm the wording has been updated

Edit the wording for a specific case

• In the case, click on the Estate accounts tab on the left hand side menu:

• On the Summary tab, in the Report on the estate section, you can edit the wording and formatting completely or keep your company summary wording and add an additional note then click Save

• To review, click the Export button and export as a PDF and you'll see the updated wording on page 2 in the summary