105 results found
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Add missing tickmarks in bulk
Requesting ability to ass tickmarks in bulk. We have instances where PY tickparks for pages at a time were not auto populated for PY comparison, even where they are correct. We have to manually add these tickmarks one at a time. It would be beneficial to be able to highlight all the figures and select apply to all.
1 vote -
Teach the system how to foot a specific financial statement that is repetitive in the annual report.
When we run the financial statement suite, we get a whole bunch of “false errors” related to our Budget and Actual schedules. These are time consuming to clear out the error for our documentation purposes and I just wish I could train the system to recognize this schedule and know how it is supposed to foot.
For example, the permits revenue line item had a final budget of 100,000 and an actual of 143,137. Because this is revenue, we are showing a favorable variance of 43,137. This is the correct answer. However, Data Snipper wants to add the Actual and…
3 votes -
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.
11 votes -
Error tolerance when creating suggestion in Mathematical Accuracy
In Mathematical Accuracy, the numbers in the table are added together in a number of ways and if they match the actual total value expressed, it is expressed as a Suggestion, but if they do not match, it is not expressed as a Suggestion. (False Negative)
Even if there is not an exact match to a suggestion and if the gap between the summed result and the displayed total is small, it should be ideally marked as a Suggestion.
2 votes -
Recognize additional special characters
It would be great to recognize "▲" as minus numbers.
Currently, FSS is able to recognize "△" as minus numbers, but "▲" is not the case.This is about the previous feedback below.
https://feedback.datasnipper.com/forums/952747-financial-statement-suite/suggestions/47159251-recognize-special-characters1 vote -
Recognize various Headers for IC and PY
Some Financial Statements do not have a column "Note" or named different like "Anhang" (German) where the note reference is listed.
Further, not all documents have Columns with Numbers/Dates "2024" or "31.12.2024" instead they have text like "Current Year" and "Prior Year "as well as in various languages ("Berichtsjahr" and "Vorjahr").For all such cases IC and PY consistency checks are not running automatically, it would be helpful if FS Suite algorithm could also identify this other column headers.
1 vote -
Internal Consistency for Key financial data in Japan's financial statements
Ideally, Internal Consistency works for Key financial data(主要な経営指標等の推移) and creates suggestions automatically.
This category comes at the very beginning of the F/S and auditors review them. This should help them review items that follow afterwards.1 vote -
Recognize Prior Year Consistency in Japan's financial statements.
In Japan's financial statements, FSS does not recognize PYC in B/S, P/L, S/S, Cash Flow Statement and tables in the notes.
Ideally PYC is recognized in those tables and creates suggestions automatically.1 vote -
Ability to move IC tickmarks on "Reference only" side when placing them.
When having the dual-view in IC, it would be user friendly to be able to edit/move/control the tickmarks on the "Reference only" screen instead of having to scroll to the page to move. This was the functionality pre-V6.
1 vote -
Recognize Different Formats of Note Number (ie. B1-1) for FSS IC checks
The note numbers are driven by how Government Treasury (sets the financial reporting requirements for our state entities) has set up their example statements. Sometimes the note numbers are formatted this way (B1-1, B1-2, B1-3, etc) and currently when doing IC test, it does not provide any suggestions. It would be helpful if DataSnipper algorithm can detect these note numbers for IC checks and provide suggestions.
3 votes -
Purge in FSS projects
I would like to check the possibility of automatic purge terms in FSS projects via an administrator.
We cannot retain customer documentation on the machine and this is a normal audit procedure.1 vote -
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.
8 votes -
FSS - Selecting PY numbers
In some cases the tool is not picking up all the PY numbers in the PY check and then I need to manually add the PY’s. When you have to manually click each item twice (click the number and then click which PY (red or blue) and then click elsewhere in the doc to close the box the pops up, it’s very time consuming. I’m wondering if there’s a way to: a) highlight a series of numbers in a row to apply the tickmark to all at the same time AND b) to automatically have it add the blue PY…
3 votes -
Auto populated comments aren't deleted if the red tickmark changed to blue tickmark
Comment regarding IC red to blue where the comment must be manually removed regarding “internal inconsistency noted”. It would be nice if it could be automatically deleted if the tickmark color changed to blue.
3 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.
7 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.
9 votes -
The tool should allow user to provide IC wherever necessary, without restricting ICs for numbers alone.
Tool to place ICs on repeated information such as company name, year end date, directors' name etc. If a user selects an information and place IC stamp once, then the tool needs to automatically apply ICs throughout the document wherever it is repeating.
25 votes -
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 -
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.
3 votes -
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.
8 votes
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