21 results found
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Run OCR only on one of the imported documents
Offer the option to choose weather to run OCR on all or just particular documents when importing docs to a tick and tie project.
5 votes -
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.
6 votes -
Setting up an undo button
It has happened to me several times that I have accidentally clicked on "Remove Suggestion", although I actually only wanted to change or remove a tick mark. I have not yet found a way to restore a suggestion other than by completely reinstalling it. An undo button would be helpful here, or the implementation of a keyboard shortcut such as Ctrl+Z. Ultimately, this applies to all entries in the tool, not just the suggestions.
2 votes -
Find all values above materiality
Find all line items above an input value (materiality).
4 votes -
Password protection
V6
I have mentioned this to my account manager but we need to have some form of password protection on Version 6 FSS projects.
We audit firms which hit different criteria and need to lock down audit files. The FSS component being changed now will make it hard to control as its not longer associated to the workbook (which was in a locked audit file).
We wont be using v6 until something like this is enabled unfortunately.
2 votes -
9 votes
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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.
7 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.
22 votes -
Financial Statement: Trend Analysis
DataSnipper to provide a trend analysis of financial statements. The goal is to calculate and analyze the changes in amounts in the form of values and percentages.
1 vote -
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 -
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.
6 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 -
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).
2 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.6 votes -
2 votes
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1 vote
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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 -
Recognise NIL as a value of 0
It would be great if the FSS Module recognised “NIL” as a value of 0, in PY & CY figures, and successfully matched this from the financial statements to the front-end reports*, notes, and specific note references.
*for example, Strategic Report (part of group and some single accounts) and Directors Report (on all accounts)
1 vote
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