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Financial Statement Suite

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We are constantly looking for ways to improve Datasnipper, and we believe that the best way to do this is by listening to our users. We would love to hear your ideas and suggestions for how we can make the product even better.

Whether you have a feature request or a general suggestion, we want to hear it all. Your feedback is valuable to us, and it will help us prioritize our roadmap and make sure that we are building the right things for our users.

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Financial Statement Suite

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11 results found

  1. Highlights and Stamps in the PDF itself

    Currently, the version comparison functionality makes the highlights and show the snippings in the Excel file, it is great if it highlights the data and add a comment in the PDF itself as it is helpful in documentation

    16 votes

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    Under Review  ·  2 comments  ·  Version Compare  ·  Admin →
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  2. If possible, show the two compared documents side by side, after export

    Allow the highlighted documents to appear side by side so that differences can be reviewed more easily. We are currently doing this with snips via the Microsoft snipping tool.

    9 votes

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    Gathering Feedback  ·  2 comments  ·  Version Compare  ·  Admin →
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  3. Version Compare Preview (Dual Page Scrolling)

    Currently, Version Compare allows you to see a side-by-side view of the differences between documents only in the preview page.

    Once the differences are extracted into the Excel workbook, there's no way to go back to the side-by-side view.

    It would be great if we could always go back to the side-by-side view for easy visual comparison.

    5 votes

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    Gathering Feedback  ·  0 comments  ·  Version Compare  ·  Admin →
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  4. callum.finister@azets.co.uk

    Version compare - ignore headers/footers option

    We often use version compare to look at drafts of financial statements, each draft usual has something in the header/footer to show when the draft was made so when looking at these in version compare theres a huge amount of flagged changes that we don't need to look at.

    So if a range at the top/bottom could be set to be ignored or if we could enter specific text strings to ignore i.e. the draft message then that would make things much cleaner and the tool significantly more valuable

    3 votes

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    Under Review  ·  0 comments  ·  Version Compare  ·  Admin →
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  5. Align version comparison in and out of FSS

    The version comparison tool changes when a new document is presented depending on if we are using standard version compare or version compare within FSS.

    1 vote

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    Deferred  ·  0 comments  ·  Version Compare  ·  Admin →
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  6. Financial Statement Suite: Version Compare for Numbers AND Text

    It would be great if the version compare feature in FSS had the ability to compare text changes in addition to number changes.

    It would improve the quality of life for the end-user as they would no longer need to exit FSS to see a text comparison of 2 documents.

    1 vote

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    Under Review  ·  0 comments  ·  Version Compare  ·  Admin →
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  7. Edit documents in Version Compare

    In Version Compare, it would be cool if there was an ability to edit the file after you have selected the two documents to compare. For example, if I upload “WORD document A” and “WORD document B”, the goal is to update document A to match document B. it would be nice if I could edit doc A while comparing to doc B as I scroll down both files within the DS's Version Compare window, so I don’t have to open document A separately and make changes in the word document.

    1 vote

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    Gathering Feedback  ·  0 comments  ·  Version Compare  ·  Admin →
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  8. Compare PY and CY Documents Within FSS Version Compare

    Create a more clear way to compare a current year financial statement PDF with a prior year financial statement PDF side by side using Version Compare within FSS. Currently a user has to import the PY financial statement as the current year document when initially setting up FSS and then select the CY document as the new version to compare the two documents within FSS.

    Since users on professional and basic no longer have access to the standalone Version Compare button, this issue affects these users most.

    3 votes

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    Under Review  ·  0 comments  ·  Version Compare  ·  Admin →
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  9. Repetitive Header and Footer Modifications in Version Comparison

    I'd like to propose the inclusion of a feature that allows users to filter out updates made to the header and footer sections when performing a version comparison.

    For instance, consider a scenario where a document's footer displays its version, such as "V1" or "V2." When comparing two documents, if the updated document contains modifications in both the main body of the document and a version change in the footer from "V1" to "V2," the version comparison currently detects and highlights all footer changes. It would be highly beneficial if we could introduce a feature that isolates alterations in the…

    2 votes

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    New  ·  1 comment  ·  Version Compare  ·  Admin →
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  10. Version Comparison

    Add an option to export results to PDF instead of excel, highlighting any of the areas that changed.

    4 votes

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    Under Review  ·  0 comments  ·  Version Compare  ·  Admin →
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  11. Version Compare

    Version compare marks change in font and formatting as a change. It would be great to have the option to select if change in font should be ignored.

    2 votes

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    Under Review  ·  1 comment  ·  Version Compare  ·  Admin →
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