15 results found
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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).
5 votes -
Threshold for Internal Consistency
Could we implement a threshold feature similar to the one used in document matching to help locate rounded numbers in footnotes that correspond to specific values on the face of the financial statements? This would help ensure internal consistency within the financial statement suite, streamline the review process, and reduce discrepancies.
1 vote -
Automatic Calculation for FSS Calculator
Could we implement automatic calculation in the FSS Calculator to eliminate the need for clicking the equal sign after each operation, except for the % operator? This change would improve the user experience by reducing unnecessary clicks.
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 -
Calculator - Sum function
I think the Calculator - sum function should be included on the Internal Consistency and Prior Year Consistency tab's as well.
3 votes -
Recognize spacing between numbers and parentheses on financial statements within FSS
All of the financial statements we review have large amounts of space between the number and the parentheses. FSS does not read these numbers as negative. It would be helpful to improve the accuracy of FSS to recognize these numbers as negative.
2 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 -
Search on selected number
In the IC tab I sometimes want to search for a certain number. If I select the search bar and then a number, it automatically places a tickmark, even though I only want to search for that amount. Would it be possible that when selecting the search bar and then certain amount, that it would just show me all the places in the document where that amount occurs? (same as in the document viewer)
5 votes -
Apply tick marks to IC by right clicking
When in Internal Consistency, I need to select an individual number multiple times before I can manually document my tickmark. The first time I click on a number, it will place a tickmark on that number and do nothing else. The second time I click that same number, I am presented with the menu where I can change the tickmark to a different colour, custom tickmark, comment, or link it to where the other side of the TM should be. This effectively doubles the amount of clicks required to place TM’s compared to version 4.X as the menus where I…
5 votes -
Recognize special characters
Most financial statements written in Japanese contain brackets or double-digits triangles “△”. Also, “※” means note to financial statements. Is it possible to add such rules that treat these items as minus numbers?
4 votes -
Show custom tickmarks in export legend
Show the custom tickmarks that are created, in the legend on the summary page in the export
6 votes -
FSS Calculator Limitations
At a certain point, summing numbers in a financial schedule with the calculator in FSS Mathematical Accuracy loses the ability to display the total amount being calculated and there is no scroll bar to find it. It would be great to have a scroll bar or adjust the sizing to show these totals.
2 votes -
Lead Sheet FSS Suite
Add Comments that you make to the lead sheet with all other internal consistency, PY, and Mathematical Accuracy errors, regardless if there any internal consistency, PY, and Mathematical Accuracy errors.
2 votes -
Set tick and tie rotation
When a mark is rotated form ^ to < for example, it would be ideal if it remained rotated until turned back. There are often batches of doing <<<<<<< required before reverting back to ^^^^^.
1 vote -
1 vote
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