View and share financial statements

You can use the Open link in new tab or Open link in new window options to view multiple financial statements. The new tab or new window opens with the currently selected area displayed.

You can also share a link to a financial statement or a specific area in a financial statement with other members of the engagement team. For example, you can share a link to the Notes area in your financial statement to request a review from a team member.

When you share the financial statement URL address with your team, they can use the link to open the financial statement.

To share a link to a specific area in the financial statement:

  1. Open the financial statement and go to Document Map.

  2. Select the area that you want to share.

  3. Copy and share the URL address.

    The link opens the financial statement with the area you selected in step 2 displayed.