Interactive Financials: Show Footnotes on the client view of the financials
in progress
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Tyler Otto
I love the new interactive financials in the client view. But we need them to see the footnotes (the CYA items we comment on) when they view those reports. Please make it so they we/they can toggle on and off the Footnotes. I personally would prefer to have them turned on automatically for all clients so they see all the outstanding items we are referring to.
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Jacob LaCour
This one deserves two votes, like 90k in uncatergized expense is based off the 99+ unanswered questions in the portal.
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Tyler Otto
Jacob LaCour 1000%. If i footnote it and say "client, what's going on here?", it puts the ball in their court. If they don't see a footnote of me asking, they ask me "what's going on here" and expect me to figure it out.
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Vanessa Woroniak
Jacob LaCour Ha ha! This!!!
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Jillian Plank
in progress
This is actively being worked on!
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Tyler Otto
Jillian Plank BEST NEWS YET! THANK YOU!
Curious, is this one in the works too?
Jodie Strong
Jillian Plank - Love the ability to have footnotes on the interactive reports now, but can we have the footnotes match the other management report?
We can add footnotes while we are reviewing the close and they get added to the management report, but not to the interactive reports. We have to copy and paste the notes again for them to appear on the interactive report.
Would love to be able to enter a note once and it update across all reports.
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Tyler Otto
Jodie Strong Ditto. Everything Jodie said!
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Angee Wentz
Yes, automatically on, please!