Add Notes To P&L/BS Lines (Footnotes / Annotated Financial Statements)
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T
Tyler Otto
When clients review the financials, they want an explanation when there are big adjustments, like a $10k swing to an expense line. If we could have a way to insert notes that would appear on the P&L, it would help us tell the story to the client. Bonus points if we could add those notes while in the transaction review areas of our work flow.
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complete
:)
T
Tyler Otto
I think a big benefit could be had by letting us add items to the Executive Summary while we are doing QC. So whether we see a transaction that needs to be called out, or we see trends while reviewing the P&L, it would be great if we could click a button on that line and add a comment that posts to the exec summary automatically.
S
Shana Murraywolf
Merged in a post:
Report Markups
K
Kristina Vaughn
It would be great to be able to highlight items and make notes next to anything I want within the reports. If I could do this I would use the email report option within Keeper.
B
Ben Stein
Merged in a post:
Reports
C
Carol Chupp
We need the ability to add notes directly on reports
B
Ben Stein
planned