Datasnipper

In DataSnipper v6.0 or later, you can view all your personal tick and tie projects in Financial Statement Suite from one centralized homepage.

Financial Statement Suite is a paid add-on module for DataSnipper for Excel. It is designed to automatically perform and review financial statement procedures while relying on the auditor's professional judgement, increasing quality while boosting efficiency.

The Financial Statement Suite Homepage exclusively stores your personal projects. Your organization does not have access to these projects.

How to navigate the Financial Statement Suite Homepage

Open an Excel workbook, click the Apps button on the DataSnipper ribbon, and choose the Financial Statement Suite icon.

Financial Statement Suite opens in a new window. You can import an existing tick and tie project from your desktop with the Import Project option.

Importing an existing tick and tie project in Financial Statement Suite

You can also click the blue button to start a new tick and tie.

Starting a new tick and tie project in Financial Statement Suite

Click the (...) icon on the tile of your financial statement for the following options: export your personal project so a team member can pick up where you left off, rename your financial statement, or delete your financial statement.

Options menu on a financial statement tile: export, rename, or delete

1. Open an Excel workbook, click the Apps button on the DataSnipper ribbon, and choose the Financial Statement Suite icon.
2. Financial Statement Suite opens in a new window. You can import an existing tick and tie project from your desktop with the Import Project option.
 Importing an existing tick and tie project in Financial Statement Suite
3. You can also click the blue button to start a new tick and tie.
 Starting a new tick and tie project in Financial Statement Suite
4. Click the (...) icon on the tile of your financial statement for the following options: export your personal project so a team member can pick up where you left off, rename your financial statement, or delete your financial statement.
 Options menu on a financial statement tile: export, rename, or delete

The next time you access Financial Statement Suite, only you will see all your personal projects on this centralized page. Other members of your organization cannot view these projects.

To learn more about the procedures you can perform with Financial Statement Suite, see <a href="https://support.datasnipper.com/en/articles/694317-how-to-document-a-financial-statement-procedure-with-financial-statement-suite" rel="nofollow noopener noreferrer" target="_blank">How to document a Financial Statement procedure with Financial Statement Suite</a>.

Learn how to navigate the Financial Statement Suite Homepage in DataSnipper to view, start, and manage your personal tick and tie projects.

How to access your tick and ties from Financial Statement Suite Homepage

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How to access your tick and ties from Financial Statement Suite Homepage

About Financial Statement Suite

How to navigate the Financial Statement Suite Homepage