Personalizing Report Headers

This guide explains adding custom report headers for business documents. It is intended for advanced users.

aACE allows you to use a single report header or personalize the report headers by office. 

Update a Report Header for All Offices

Report headers for all offices display on documents such as invoices, purchase orders, and receipts regardless of which office a user is logged in to.

  1. From the Main Menu, go to  Internal > Management Preferences > Branding.

  2. Select Edit.
  3. Select the Add icon () to upload a new header.
  4. Locate the new header image file and select Open.
    Use images measuring 585 x 125 pixels in .jpg, or .png format. Select Save.

Update a Report Header for an Office

Once you upload an office-specific report header, documents such as invoices, purchase orders, and receipts for that office will include the branding.

  1. From the Main Menu, go to  Internal > Offices.
  2. Use the Quick Search bar to locate the office record.
  3. At the detail view, select Setup.
  4. Select Edit.
  5. Disable the preference Use default Report Header
  6. Select the Add icon (Plus_Icon.png) to upload a new header.
  7. Locate the new header image file and select Open.
    Use images measuring 585 x 125 pixels in .jpg, or .png format.
  8. Select Save.