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Financial Statement Suite

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Financial Statement Suite

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10 results found

  1. 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.

    5 votes

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  2. Allow the ability to toggle rounding allowances / tolerance levels in all 3 tests (MA is currently present but we would like to also include this for IC and PY).

    2 votes

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  3. 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.

    4 votes

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  4. 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

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  5. In the IC tab I sometimes want to search for a certain number. If I select the search bar and then a number, it automatically places a tickmark, even though I only want to search for that amount. Would it be possible that when selecting the search bar and then certain amount, that it would just show me all the places in the document where that amount occurs? (same as in the document viewer)

    4 votes

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  6. Tool to place ICs on repeated information such as company name, year end date, directors' name etc. If a user selects an information and place IC stamp once, then the tool needs to automatically apply ICs throughout the document wherever it is repeating.

    2 votes

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  7. It would be great if the FSS Module completed the reviews consistently, regardless of size of financial statements (tends to miss more items the larger the documents being reviewed).

    1 vote

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  8. Add Comments that you make to the lead sheet with all other internal consistency, PY, and Mathematical Accuracy errors, regardless if there any internal consistency, PY, and Mathematical Accuracy errors.

    2 votes

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  9. When a mark is rotated form ^ to < for example, it would be ideal if it remained rotated until turned back. There are often batches of doing <<<<<<< required before reverting back to ^^^^^.

    1 vote

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  10. Make the internal coinsistency possible outside FSS, so that invocie specifications/reimbursements can be followed more easily.

    1 vote

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