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Financial Statement Suite

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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.

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Financial Statement Suite

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83 results found

  1. 1 vote

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    Deferred  ·  1 comment  ·  New Feature  ·  Admin →
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  2. 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

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  3. 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

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  4. An enhancement to capture manual work within DataSnipper so that the list of exceptions is a consolidated one and no adjustments would be needed

    1 vote

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    Under Review  ·  0 comments  ·  Comments  ·  Admin →
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  5. 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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    Deferred  ·  1 comment  ·  New Feature  ·  Admin →
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  6. Check MA for percentages that are being added up.

    6 votes

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    Deferred  ·  1 comment  ·  Admin →
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  7. 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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  8. 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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    Started Work  ·  0 comments  ·  New Feature  ·  Admin →
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  9. Add an option to export results to PDF instead of excel, highlighting any of the areas that changed.

    5 votes

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  10. 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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  11. Is there a way to identify the page number on the page and differentiate it from the page number of the document, when using internal consistency function in FSS? For ex: the face of the financials (left) is on pg 32 per the page and 39 per the document. The corresponding FN tie out (right) is on page 72 per the page and 79 per the document. Could help with IC when FN # are not embedded on the face.

    2 votes

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    Planned  ·  1 comment  ·  Admin →
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  12. The excel is empty when FSS is done. It will be useful to have a automatic sheet including the work done by the FSS (link the automatic sheet included when document are imported in DS).

    4 votes

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    Deferred  ·  0 comments  ·  Admin →
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  13. To increase efficiency it would be helpful if you could remove a selection of wrong suggestions by either selecting them in the Suggestion toolbar or in the document (See screenshots). At the moment i need to click on each and remove the suggestions (18 clicks in this example)

    4 votes

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    Planned  ·  0 comments  ·  Admin →
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  14. Version compare marks change in font and formatting as a change. It would be great to have the option to select if change in font should be ignored.

    2 votes

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  15. Currently, checking the increase/decrease of operating assets and liabilities in the statement of cash flows is a manual process as the tool doesn't currently calculate this using the balance sheet.

    3 votes

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  16. It will be useful to have some "flags" from FSS when the software identified consistency but does not find any conterpart.

    1 vote

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    Deferred  ·  2 comments  ·  Admin →
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  17. Make the internal coinsistency possible outside FSS, so that invocie specifications/reimbursements can be followed more easily.

    2 votes

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  18. Understand that hyphen/dashes not being recognised as 0's is a common request, however noted one issue where it recognised the number to the right as a negative number due to the dash. Additionaly it would not let me manually add a tickmark in the second column to correct the error.

    1 vote

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    1 comment  ·  Admin →
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    Deferred  ·  Ajay Moti responded

    I will close this for now. If the financial statement in question can be shared, please do so, and we can investigate further. 

  19. Wanted to write a comment when there wasn't internal consistency but backspace and delete stopped working.

    1 vote

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    0 comments  ·  Comments  ·  Admin →
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    Deferred  ·  Ajay Moti responded

    Unfortunately, I could not reproduce this. If the problem persists, please contact our Support team. 

  20. It seems comments can only be added on the pane to the left, whereas being able to add them to either pane would be very useful, as oftentimes I am reviewing 2 pages in tandem in this screen and want to add a comment on the right, but cannot.

    1 vote

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    Deferred  ·  0 comments  ·  Admin →
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