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Financial Statement Suite

Hello there,

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.

If you want to report a bug, please use this link https://knowledge.datasnipper.com/kb-tickets/new to reach out to our support team. They will be able to help you troubleshoot the issue and ensure that it gets resolved quickly.

Financial Statement Suite

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7 results found

  1. Editable Stamps Post Extraction

    The stamps in the PDF post extraction should be editable, currently it get embedded in the PDF which makes it very difficult to move the stamp post extraction of the file, so it’ll be great if the stamps are editable.

    16 votes

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    Planned  ·  3 comments  ·  Export  ·  Admin →
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  2. EXPORT

    When clicking on export, there are two options: either export with all tickmarks and findings or export only the findings.
    When choosing the second option, not all the comments we made on the report (by right-clicking) are included.
    Often, we have comments for the company regarding the design of the report or the text, so it is important that they receive these as well.
    I suggest adding an option to specify whether the comment is an exception or just for internal documentation.

    1 vote

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    New  ·  0 comments  ·  Export  ·  Admin →
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  3. dmcgrath@rlallp.com

    Would it be possible to streamline “saving” changes to the original FSS file with the push of a button and eliminate the need to manually export and import the FSS project during each layer of review?

    2 votes

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    Gathering Feedback  ·  0 comments  ·  Export  ·  Admin →
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  4. 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

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    Gathering Feedback  ·  0 comments  ·  Export  ·  Admin →
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  5. To export the reviewed Financial statements in Word document type

    Switching to a Word document format for the reviewed Financial statements would streamline the process of addressing any inaccuracies or inconsistencies detected.

    2 votes

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    New  ·  1 comment  ·  Export  ·  Admin →
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  6. Tick marks to be moved after exporting the file

    Eg - Reviewers can update any changes on the output file manually once stamps are movable

    1 vote

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    Deferred  ·  0 comments  ·  Export  ·  Admin →
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  7. Financial statements procedures excel export

    We would like to export the findings out of the financial statements suite in excel for analyzing and review purposes.

    3 votes

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    Under Review  ·  1 comment  ·  Export  ·  Admin →
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