Now that you have finished your financial statement procedures, learn how to export the marked-up version of your financial statements from Financial Statement Suite to share with your team or clients.
About Financial Statement Suite
Financial Statement Suite (FSS) is a separate paid DataSnipper add-on module. It automatically analyzes your financial statements and helps you perform and document financial statement procedures quickly, while relying on your professional judgement to improve standardization and the overall quality of your procedures. Once you start working on a new version of the financial statement, tickmarks you created carry over to the new version.
Exporting documents in DataSnipper v25.1 or later
Click Export Project in the bottom left corner of Financial Statement Suite to begin exporting your financial statements.
Select whether to export all tickmarks (useful for documentation) or only findings and highlights (useful for giving your client a list of issues to fix).
Select whether you want a cover page that includes all comments.
Click Export Project and choose a name and folder to save your financial statements.
Exporting documents in earlier versions
Financial Statement Suite is a separate paid add-on module, supported in DataSnipper v6.1 or later. Contact your Customer Success Manager to learn more.
Select the Export tab within Financial Statement Suite to begin exporting your financial statements.
Select whether to export all tickmarks (useful for documentation) or only findings and highlights (useful for giving your client a list of issues to fix).
Select whether you want a cover page that includes all comments.
Click Export as PDF and choose a name and folder to save your financial statements.
FAQs
Can I export both the current and prior year annual reports?
No. In Financial Statement Suite, you can only export the current year document, which is the report under audit. You can separately export the prior year's report using the Export feature in the DataSnipper for Excel toolbar.