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Financial Statement Suite

Hello there,

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.

Whether you have a feature request or a general suggestion, we want to hear it all. Your feedback is valuable to us, and it will help us prioritize our roadmap and make sure that we are building the right things for our users.

If you want to report a bug, please use this link https://knowledge.datasnipper.com/kb-tickets/new to reach out to our support team. They will be able to help you troubleshoot the issue and ensure that it gets resolved quickly.

Financial Statement Suite

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100 results found

  1. 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…

    2 votes
    New  ·  0 comments  ·  Prior Year Consistency  ·  Admin →
    How important is this to you?

  2. 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.

    2 votes
    New  ·  0 comments  ·  Comments  ·  Admin →
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  3. marco.de.kruijk@bdo.nl

    When automatic suggestion for internal consitency are not given (which is the case in 99%) a user should manually do the ticking. In FSS in DS version 6 the user first needs to click on the number, then on the reference and then on the tickmark. This is one click more than in version 5.

    It would be better if a user could click on the number in the balance sheet and P&L and immediatly can click on the reference and makes the tickmark. And the tickmarking is done automaticaly when there is only one reference.

    2 votes
    Under Review  ·  0 comments  ·  Internal Consistency  ·  Admin →
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  4. In case of PY findings, the tool should show the corresponding figures in PY FS with which the figure in Current year FS has been compared a

    1)In case of PY findings the tool is not showing the corresponding figures in PY FS with which the figure in Current year FS has been compared and shown as finding. This could be done in previous manual version.
    2)Also the inefficiencies have increased while performing PY check in current version.

    15 votes
    Gathering Feedback  ·  2 comments  ·  Prior Year Consistency  ·  Admin →
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  5. Stamps added to both CY and PY numbers

    From delivery perspective, mathematical accuracy check is not performed for Prior year figures however DS5 also adds stamps for PY numbers automatically which is to be individually removed in post extraction stage. This will lead to an impact on overall efficiency as increased time will be taken to remove the additional stamps.

    17 votes
    Gathering Feedback  ·  2 comments  ·  Mathematical Accuracy  ·  Admin →
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  6. Highlights and Stamps in the PDF itself

    Currently, the version comparison functionality makes the highlights and show the snippings in the Excel file, it is great if it highlights the data and add a comment in the PDF itself as it is helpful in documentation

    16 votes
    Under Review  ·  2 comments  ·  Version Compare  ·  Admin →
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  7. Editable Stamps Post Extraction

    The stamps in the PDF post extraction should be editable, currently it get embedded in the PDF which makes it very difficult to move the stamp post extraction of the file, so it’ll be great if the stamps are editable.

    17 votes
    Planned  ·  3 comments  ·  Export  ·  Admin →
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  8. Summary of Findings in an Excel Format

    In case of findings the tool should provide the summary of findings in an excel format rather than as a part of the PDF Extracted from the FS Suite as it’ll be more helpful if it is provided in a excel format.

    16 votes
    Planned  ·  2 comments  ·  Comments  ·  Admin →
    How important is this to you?

  9. Select Ranges for PY checking

    Often datasnipper does not recognize the right PY range in the current and prior year financial statement. The user should have the ability to select a range for each page in the prior year financial statement and current year financial statement which will be compared and ticked to each other. Optionally it would be cool if datasnipper would learn those ranges and tries to apply it to other pages as for large umbrella funds it would safe a lot of time.

    1 vote
    Planned  ·  1 comment  ·  Prior Year Consistency  ·  Admin →
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  10. 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
    Planned  ·  1 comment  ·  New Feature  ·  Admin →
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  11. 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
    Under Review  ·  0 comments  ·  New Feature  ·  Admin →
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  12. Align version comparison in and out of FSS

    The version comparison tool changes when a new document is presented depending on if we are using standard version compare or version compare within FSS.

    1 vote
    Deferred  ·  0 comments  ·  Version Compare  ·  Admin →
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  13. Edit Numbers within the FSS

    Problem: Users often need to edit numbers within the FS once issues or errors are detected, currently that requires them to import and export the document which is time consuming.

    Proposed Solution: Have the option to update the values directly within the FSS and mabye have it suggested based on the value within the calculator.

    3 votes
    Deferred  ·  0 comments  ·  Mathematical Accuracy  ·  Admin →
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  14. Financial Statement Suite: Version Compare for Numbers AND Text

    It would be great if the version compare feature in FSS had the ability to compare text changes in addition to number changes.

    It would improve the quality of life for the end-user as they would no longer need to exit FSS to see a text comparison of 2 documents.

    1 vote
    Under Review  ·  0 comments  ·  Version Compare  ·  Admin →
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  15. 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.

    7 votes
    Gathering Feedback  ·  0 comments  ·  Version Compare  ·  Admin →
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  16. 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.

    3 votes
    Planned  ·  1 comment  ·  New Feature  ·  Admin →
    How important is this to you?

  17. 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
    Gathering Feedback  ·  2 comments  ·  Version Compare  ·  Admin →
    How important is this to you?

  18. 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.

    5 votes
    Planned  ·  1 comment  ·  Internal Consistency  ·  Admin →
    How important is this to you?

  19. 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

    3 votes
    Planned  ·  0 comments  ·  Prior Year Consistency  ·  Admin →
    How important is this to you?

  20. callum.finister@azets.co.uk

    Version compare - ignore headers/footers option

    We often use version compare to look at drafts of financial statements, each draft usual has something in the header/footer to show when the draft was made so when looking at these in version compare theres a huge amount of flagged changes that we don't need to look at.

    So if a range at the top/bottom could be set to be ignored or if we could enter specific text strings to ignore i.e. the draft message then that would make things much cleaner and the tool significantly more valuable

    3 votes
    Under Review  ·  0 comments  ·  Version Compare  ·  Admin →
    How important is this to you?
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