Audit Report layout

Hi friends, Up to now I have been using the BGL default template for the Audit Report. The Auditor contact is an individual but she represents a company and that field is blank in the final report as there is no place in the contact details where I can include the company name. The reports picks up her name, her number, her address OK.
Appreciate any words of wisdom.

Hi @Hugh

From the Main Menu, navigate to Fund | Fund Relationships.

Drag and Drop the Company from the Contacts List to the Auditors Relationship.

If the company is not on your list select Create New Contact | Company.

The Business Name and Business Postal Address will now populate from the company record.


Thanks Anthony, worked perfectly.
Appreciate your speedy response.

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