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Reset LoE Back to Defaults

To reset your Letter of Engagement back to the AccountancyManager defaults after editing the template, follow the below steps.

 

1. Go to Settings > Templates.

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2. Scroll to Terms and LOEs and click Edit Template to the right on the relevant option.

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3. Select Rest LOEs to AM Default in the top right to complete.

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Note: If you click Reset LOEs to AM Default you will be presented with a popup and from here you can download a sample of the LOE to read before committing to resetting your LOEs.

Once you commit to resetting the LOEs to AM Default your previous templates for the Letter of Engagement for Limited Companies, Self Assessment and Partnerships will be replaced with our default templates. This cannot be undone.

We recommend that you always check the contents of the LOE templates to ensure they are suitable for your business.