Financial Statement Note Control

Manage the organization of your financial statement notes with ease.
Template Contents
Document
Spreadsheet
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Automate the updates of your financial statement footnotes.

Use this template to connect data between your spreadsheet and notes to the financial statements. The Financial Statement Note Control spreadsheet is linked to the document wherever a footnote is referenced, demonstrating how you can make changes in one location and update multiple areas at once.

This template eliminates need to manually renumber all footnotes when a new footnote is inserted into the document or when the footnote numbering is altered.

Key Features
  • Note Control spreadsheet with instructions on how to update
  • Example Notes to the Financials showing how linking works
Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
All Solutions
Support and Documentation
Last updated 11/12/2021 (Release Notes)
Fit for Purpose Solutions
Financial Statements Collaborate from different locations, conduct reviews and approvals in a single platform instead of over emails, and automate updates across hundreds of locations in seconds. Financial Statements