How to export documents from Financial Statement Suite

Now that you have finished your financial statement procedures, learn how to get the marked up version of your financial statements out of Financial Statement Suite, and into the hands of your teammates or clients.

About Financial Statement Suite

Financial Statement Suite (FSS) is a separate paid DataSnipper Add-on module. FSS automatically analyzes your financial statements and helps to both perform and document all financial statement procedures extremely fast, while relying on your judgment – improving standardization and the overall quality of procedures. Plus, once you start working on a new version of the financial statement, the created tickmark will also transfer to the next version.

Choose your Financial Statement Suite version:

👉 DataSnipper version 25.1 and later

👉 DataSnipper version 4.1

👉 DataSnipper version 4.0

👉 Visit most FAQs on FSS

DataSnipper v25.1 and later - Exporting documents

1. Click on 'Export Project' at the bottom left corner within Financial Statement Suite to begin the process of exporting your financial statements.
2. Select whether you want to export all tickmarks (useful for documentation) or only findings and highlights (useful to provide your client with a list of issues to fix).
3. Select if you would like a cover page including all comments.
4. Click the 'Export Project' button and select a name and folder to save your financial statements.
   
   

DataSnipper v4.1 and later - Exporting documents

1. Select the 'Export' tab within Financial Statement Suite to begin the process of exporting your financial statements.
2. Select whether you want to export all tickmarks (useful for documentation) or only findings and highlights (useful to provide your client with a list of issues to fix).
3. Select if you would like a cover page including all comments
4. Click the 'Export as PDF' button and select a name and folder to save your financial statements.

DataSnipper v4.0 - Exporting documents

1. Select the 'export' tab within Financial Statement Suite to begin the process of exporting your financial statements.
2. Select whether you want to export all tickmarks (useful for documentation) or only findings and highlights (useful to provide your client with a list of issues to fix).
3. Select if you would like a cover page including all comments
4. Click the 'Export to PDF' button and select a name and folder to save your financial statements.

FAQs

1. Is it possible to export both current and prior year annual reports?
   No, in FSS it is possible to export only the current year document which is the report under audit. However, you may separately export the prior year's report using the ‘Export’ feature in the DataSnipper platform toolbar.