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Annotations

Use Annotations to update financial statements in Word as per auditor comments supplied in a PDF.

The goal is to replace slow, error-prone manual updates with a controlled workflow: LedgerQ applies changes for you, and you review and approve them before they become final.

When To Use It​

  • You need to reflect auditors’ comments in the financial statements with minimal manual effort.
  • You want updates to be consistent and complete, so no comment is missed and the risk of omission is reduced.
  • You want support from LedgerQ’s annotation workflow to interpret comments and apply them in line with financial reporting and formatting standards.

Step-by-Step​

  1. Open your Word document that contains the draft financial statements to update.
    You can download Word financial statements test file (to be updated as per annotations in the PDF).
    PDF test file with audit annotations.

  2. In the LedgerQ ribbon, Account section, choose Sign in/Out to Sign in with your Microsoft credentials.

  3. In the LedgerQ ribbon, Tools section, choose Annotations.

  4. Select Import Document and choose the PDF that contains the auditors’ comments, from a Local file, OneDrive, or Dropbox.

  5. Run Apply Annotations. Insertions and amendments appear in green; deletions appear with red strikethrough so you can scan changes quickly.

  6. In the task pane, review the summary of processed and unprocessed annotations.

  7. Review each change in the document and adjust wording or numbers if needed.

  8. When your review is finished, click Approve Changes. LedgerQ removes content shown with red strikethrough and sets accepted new text to the normal style (for example, black body text).

  9. Save the document when the process is complete.

info

LedgerQ respects your global formatting settings when applying comments, so figures and dates stay consistent across the financial statements.

warning

Do not edit the document while annotations are being applied; editing during that step can produce incorrect or corrupted results.

Password-Protected PDFs​

If the auditors' PDF is protected with a password to open, LedgerQ asks for the password when you select it. Enter it and click Unlock; the upload then continues as normal. If you cancel, the upload is cancelled.

The password is used only to open the file and is never stored. PDFs that merely restrict printing or copying need no password. You must be signed in, and after 10 wrong passwords in 10 minutes further attempts are blocked for a short time.

Cloud Storage Support​

LedgerQ supports importing files from Microsoft OneDrive and Dropbox, as well as from a local folder. Use the provider switcher in the file picker to choose between OneDrive and Dropbox; connecting a Dropbox account is separate from your Microsoft sign-in.

Next​

See FAQ or Contact.