15 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 -
7 votes
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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.
22 votes -
Find all values above materiality
Find all line items above an input value (materiality).
2 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.
6 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 -
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 -
Changes in formats (tables etc)
It would be great if the FSS Module adapted to changes in format between PY and CY financial statements (such as tables and column headings).
1 vote -
Splitting and sharing of task (multiple preparers)
Multiple preparers to share and split the work at the same time which helps to work on bigger files with short turn around time
1 vote -
Include face-to-face referencing
Include face-to-face referencing was done (e.g. BS to SCE equity items).
If the BS agrees to the notes, the BS should note the note number while the note should include a reference to the BS.
If the IS agrees to the notes, the IS should note the note number while the note should include a reference to the IS.That way, when reviewing the notes, you can easily see that the number agrees internally to the BS, IS, SOCIE etc. as applicable and can easily identify if it has a missing link that you would have expected.
4 votes -
Including testing within text
Currently numbers within text are not tested (for all 3 procedures).
In addition, consistency of disclosure year on year is not tested.3 votes -
disclosure checklist
We need a way of referencing between a disclosure checklist and the relevant disclosure. Currently, we are relying on staff and manager review to catch whether a disclosure is made or needs to be made and it is relatively common for there to be mistakes.
1 vote -
1 vote
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FSS Custom tickmark UI
The custom tickmarks should be placed more easily, instead of going to the Custom Tickmark section, I should be able to select it and place it with left click as many times as I want. Also, it would be nice to be able to place custom tickmarks over words.
1 vote
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