Formatting Financial Packages
A
Amy Williamson
I appreciate all of the efforts adjusting the formatting of the financial reports, and I know that you aren't going to please everyone. I do believe the better course of action would be to set up a system where we can have control over the formatting of the financial packages.
For example: the new formatting - the client name is smaller than the name of the report, the logo looks like it's properly placed on screen and when you print to PDF all of a sudden there is this dead space. Then on one client I had everything on one page, the next client the Prepared by section came in on page 2 in the center of the page. There were other issues as well.
All of this could be alleviated by allowing us to format to our preferences. PLEASE fix this.
S
Sheri Ellis
Nee format highlights the wrong data. The company logo is the most critical and most influential piece of information on the document . The title should not be the focus. Basic 101 marketing strategy! Focus on the client, give them the most attention in deed and word.
B
Brandon Lawrence
I completely agree! The new formatting looks messy, with titles bleeding onto a 2nd line, and lots of white space.