58 results found
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Allow for custom tickmarcks to be automatically applied.
After creating a cutom tickmark, it is not possible to make it the default tickmark for every new tickamrk applied. You would have to select each and every one of the new tickmarks (one by one) and change it to the custom tickmark created.
4 votes -
Internal Consistency reading of FN numbers
Could internal consistency read Footnote numbers if they are aligned with the Financial Statement Captions on the face of the FS? In the current state, it has to be in a separate column to activate the automation.
3 votes -
6 votes
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Make custom tickmarks more custom
Custom tickmarks has a character limit. It'd be great if this limit was removed or made longer so that we can use workpaper codes, which are usually 4 or more characters long.
3 votes -
Add possibility to add extra document
Add the possibility in the FSS to add an extra document to check consistency with. Examples are: FS to TB recon, FS to budget sheet recon, FS to tax sheet recon, etc.
19 votes -
Recognize Note References in Parentheses in FSS IC Test
Some financial statements have notes references in parentheses next to each line item. The IC test in FSS does not recognize these note references because it is not in a note references column format, and does not provide suggestions. It would be great for DataSnipper to be able to recognize note references in this format in a Financial Statement so that the IC test can provide suggestions.
3 votes -
Adjust size of tickmarks on FSS
Sometimes the size of the tickmarks overlaps with the text and tables in FS reports. Making it impossible to read the information bellow.
5 votes -
Syncronized scroll
It would be great if the Prior Year Consistency tab would scroll through both the current year document and the prior year document at the same time.
4 votes -
Highlight Manually placed tickmarks
When a MA/ PY tickmarks are placed manually - can we also highlight them same way it gets highlighted when the DS automatically places them
23 votes -
Comment Box Visibility + Export
We would like the ability to add a comment box (similar to a sticky note in Adobe OR similar to the core platform where you can draw a box and add comments) to make viewing of comments easily identifiable for reviewing process; additionally, we would like the ability to export only comments.
4 votes -
Error limits
Where FSS identifies an error (could be due to OCR issues or changes in presentation so there is now minor rounding differences or with / without brackets) - can FSS allow a toggle to showcase these 'close' errors for quick investigation (similar to rounding in MA).
2 votes -
Introducing HotKeys to the FSS
Hotkeys should be incorporated into the FSS so that the the user is less reliant on the mouse (i.e. hotkey for opening the calculator).
6 votes -
Spell check
Is it possible to include a spell check in FSS ? it will be useful to identify grammar mistake, double space, capital letter, etc.
24 votes -
Financial Statement Suite - Half-year review set
Can a feature be added to the financial statement suite which allows the prior year check function to hold two sets of financial statements as the half-year accounts balance sheet is from June to dec and P&L from Dec to Dec.
2 votes -
Allow name customization of the exported FSS report
The current download says "DataSnipper Financial Statement" at the top and clients would like that to be editable.
2 votes -
Check PY closing to CY opening
For tables in notes such as fixed assets, it would be useful to check the PY closings to the current year openings. In the examples of fixed assets, this would include cost, accumulated depreciation and NBV.
3 votes -
Ability to remove all tickmarks (Bulk remove)
Request regarding the ability to remove all tickmarks (in bulk), similar to the way you can apply all tickmarks to a page or document. For example, from the 2nd draft of the financials I don’t want to see all the PY and IC tickmarks as it has been checked and shouldn’t change from that point on (which is where the version checker helps!). For the time being I have been going through and manually removing all the tickmarks but a simple remove all button would be amazing.
5 votes -
Match figures in FS to front-end reports
It would be great if the FSS module matched all figures from the financial statements to the front-end reports*, the notes, and specific note references.
*for example, Strategic Report (part of group and some single accounts) and Directors Report (on all accounts)
3 votes -
Recognize spacing between numbers and parentheses on financial statements within FSS
All of the financial statements we review have large amounts of space between the number and the parentheses. FSS does not read these numbers as negative. It would be helpful to improve the accuracy of FSS to recognize these numbers as negative.
2 votes -
Automatic "PY" in Internal consistency and prior year
We have just upgraded to the latest FSS version 6.0.11 and are experiencing that the functionality when manually checking off previous year (PY) and internal consistency (IC) has deteriorated. Now, when we first click on the amount, we have to choose whether it matches or not, and then select the amount in the financial statements. It was much better before when PY/IC was pre-filled as if it matched, and you manually had to choose if it didn't match. The new way takes much longer for us.
Similarly, in Internal Consistency, when we select an amount that matches, it does not…
1 vote
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