How to create or edit a logo file

Various client facing outputs including Estimates, Project Estimates, Purchase Orders, Production, Media and Sundry Invoices, Remittances and Statements can display your company logo and other details, as a Header and/or Footer logo.

Julie
9 steps
3 minutes

Counta

Accountabilityone

To add a new logo :

Navigate to **SET UP FILES > Report Setup > Report Logos.**

Click **New Report Logo** button.

- Select an **Office**. - Select a **Report**, if a report is not selected the logo will display on all of the reports. - Select a **Client** if applicable. - Select your **Currency.**

Add a Logo: - **Header Logo** - Under **HEADER**, click on Choose File and select the logo file to load, and then click Save and this will display the logo. NB you must have a HEADER Logo if you want to add a FOOTER logo. - **Footer Last Page** - Under **FOOTER - LAST PAGE** click on Choose File and select the logo file to load, and then click Save and this will display the logo. - **Footer First Pages** - Under **FOOTER - FIRST PAGES** click on Choose File and select the logo file to load, and then click Save and this will display the logo. - **Small Logo** - Under **SMALL LOGO** click on Choose File and select the logo file to load, and then click Save and this will display the logo.

Click **Save**.

The Logo file itself can be either .jpeg or .png format and the file size should be as small as possible – generally less than 200 KB, as the smaller the file the faster it loads. The required width is 2300 pixels and height can vary from 300 – 500 pixels. The higher the logo the more page area it will occupy.

To edit an existing logo:

Navigate to **SET UP FILES > Report Setup > Report Logos.**

Click on the **IDKey** for the Logo version you wish to edit.

Select the **Logo** you want to edit, click on **Choose File** and select the new logo file to load, and then click **Save** and this will display the new logo

Click **Save.**

How to create or edit a logo file

Julie
9 steps
3 minutes

Counta

Accountabilityone

To add a new logo :

Navigate to **SET UP FILES > Report Setup > Report Logos.**

Click **New Report Logo** button.

- Select an **Office**. - Select a **Report**, if a report is not selected the logo will display on all of the reports. - Select a **Client** if applicable. - Select your **Currency.**

Click **Save**.

To edit an existing logo:

Navigate to **SET UP FILES > Report Setup > Report Logos.**

Click on the **IDKey** for the Logo version you wish to edit.

Select the **Logo** you want to edit, click on **Choose File** and select the new logo file to load, and then click **Save** and this will display the new logo

Click **Save.**