Add a financial statement area

To add content to the new area, select Add (), then choose one of the following content types:

• Text Section

• Dynamic Table

• Analysis

• Page Break

When you add a content type, the content type appears in the area with a default title. For example, dynamic tables have Dynamic Table as the default title. You can edit this title to customize it and make it easier to navigate the financial statements.

You can add more than one content type in an area. You can also drag and drop the new area to change its location in the document, see Rearrange areas in the financial statements.

Client contact review – suggested edits

Your client contacts can now add suggested edits to text areas within documents. A suggestion button is now available to client contacts in the text section.

You will have the option to accept or dismiss suggestions from a Discussions icon [] that will be visible beside the text marked with a suggestion. In addition, a suggestion bar appears on the document map when the user has at least one suggestion to review and/or accept. With the bar, the user can view and manage suggestions that have not been addressed.

This feature is available on all engagements for client contacts who have the Contact-Viewer permission for an engagement.

Note: Only the staff user can accept or dismiss suggestions

Client contact view

Staff view