Comments in the uploaded file from the Data Snipper viewer
complete
Andrii Kaftan (UA)
Performing Document review and calculation check with Data Snipper, we are leaving some comments directly in the file. We are doing this with Word functionality.
But transferring errors from a separate Excel file to another separate Word (or Pdf) file requires switching attention between multiple files for the person performing this task.
So it would be good to add features to highlight amounts or text in the attached pdf and add comments (the same as you can do in the regular Word file).
The existing comment function is not convenient for this, as it doesn't allow us to highlight errors directly in the uploaded file; it is just adding some boxes on the file pages.
After we'll export this uploaded file with comments as an output.
These updates will actually save time and make it easier to perform the task.
Y
Youssef Hounat
complete
Y
Youssef Hounat
Hey Andrii, thanks so much for reaching out with this suggestion, we have updated how commenting works in the new version (v4.1) of the financial statement suite, you will now have options to leave comments on a specific amount, or in a specific location. Please give this a try once your firm rolls this out (expected enterprise release in Aug 2022) and let us know how you get on, for now i am marking this post as complete!
Thanks for all your feedback!
Andrii Kaftan (UA)
Youssef Hounat: Thank you!