Allow published financials to be marked as "Incomplete" when items are outstanding
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Janelle Hanson
It would be helpful to have a status or flag on published financial reports that indicates the report is incomplete due to missing information (e.g., unanswered statement requests, uncategorized expenses, pending client responses). This would set clear expectations for clients reviewing the report and prevent incomplete financials from being mistaken as final.
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Karen Bertrand
YES! Right now my admin goes in and adjusts the names of all reports to "report name"-DRAFT and our cover email says that as well. BUT, when the client looks at their dashboard, we'd like them to see DRAFT included in the overall title to avoid confusion.
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Irina Taylor
We send out financials with incomplete or outstanding items as DRAFT. I like the idea of INCOMPLETE also. Just something very obvious that it's not the final. A watermark across all pages is a great idea!
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Rebecca Santiago
We add a footnote indicating the financials are preliminary based on missing information. However, I would prefer that the note be added as a watermark on the financial statements themselves. This would make it obvious that it is not the final version. Would be great if it could be marked that way.