66 results found
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Internal Consistency reading of FN numbers
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 -
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 -
Make custom tickmarks more custom
Custom tickmarks has a character limit. It'd be great if this limit was removed or made longer so that we can use workpaper codes, which are usually 4 or more characters long.
4 votes -
7 votes
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Financial Statement Suite - Half-year review set
Can a feature be added to the financial statement suite which allows the prior year check function to hold two sets of financial statements as the half-year accounts balance sheet is from June to dec and P&L from Dec to Dec.
5 votes -
FSS Prior Year Consistency check across multiple documents
Having the ability to review one Financial statement and conduct the PY checks across 2 different prior year financial statements
2 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 -
Find all values above materiality
Find all line items above an input value (materiality).
2 votes -
Allow thresholds / rounding in all FSS tests
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 -
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 -
Recognize Note References in Parentheses in FSS IC Test
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 -
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 -
IC Tickmark Hyperlinks in Exported PDF
It would be helpful if reviewers were able to click on a hyperlinked IC tickmark in an exported PDF and have it take them to the other page(s) the value is tied out instead of manually having to search for the tie outs.
1 vote -
review for combined tickmarks
The review of tickmarks which are combined (with a vertical line) is challenging
as you cannot see the direct link for each number unless you click on the number itself. A hover over the value should ideally show the reference to the prior year value.1 vote -
Summary page - non findings
The current export options either shows manual comments in the summary and document detail or not at all (not even in the document detail).
Whereas the roundings has the option to show in doc detail or not but never comes in the summary.Both of these would nice to have an option to include or not for both the summary and doc detail (and the manual comments may be nice to give that option for each comment (i.e. when created)).
1 vote -
dmcgrath@rlallp.com
Would it be possible to have comments show on all FSS tabs instead of being restricted to just the one selected when the comment was made? This would make deleting them easier when bringing in new versions.
1 vote -
Syncronized scroll
It would be great if the Prior Year Consistency tab would scroll through both the current year document and the prior year document at the same time.
4 votes -
Highlight Manually placed tickmarks
When a MA/ PY tickmarks are placed manually - can we also highlight them same way it gets highlighted when the DS automatically places them
23 votes -
Comment Box Visibility + Export
We would like the ability to add a comment box (similar to a sticky note in Adobe OR similar to the core platform where you can draw a box and add comments) to make viewing of comments easily identifiable for reviewing process; additionally, we would like the ability to export only comments.
4 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
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