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Financial Statement Suite

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Financial Statement Suite

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83 results found

  1. 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

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  2. Create a more clear way to compare a current year financial statement PDF with a prior year financial statement PDF side by side using Version Compare within FSS. Currently a user has to import the PY financial statement as the current year document when initially setting up FSS and then select the CY document as the new version to compare the two documents within FSS.

    Since users on professional and basic no longer have access to the standalone Version Compare button, this issue affects these users most.

    3 votes

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  3. 1 vote

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    Deferred  ·  1 comment  ·  New Feature  ·  Admin →
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  4. 2 votes

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    Planned  ·  1 comment  ·  New Feature  ·  Admin →
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  5. 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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  6. 9 votes

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    Under Review  ·  3 comments  ·  New Feature  ·  Admin →
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  7. Eg: Error comment mentioned by the tool - "Inconsistent with prior year"
    Enhancement required - Tool to specify exact value in the error comment

    2 votes

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  8. 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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  9. 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.

    22 votes

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  10. Switching to a Word document format for the reviewed Financial statements would streamline the process of addressing any inaccuracies or inconsistencies detected.

    2 votes

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    New  ·  1 comment  ·  Export  ·  Admin →
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  11. 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

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    Under Review  ·  1 comment  ·  Comments  ·  Admin →
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  12. 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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  13. Currently, no casting is performed on 'large' differences. It would be good to have these flagged to show DS considered them but the difference was over a certain threshold, or allow the user to set the threshold (including no limit).

    3 votes

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  14. For tables in notes such as fixed assets, it would be useful to check the PY closings to the current year openings. In the examples of fixed assets, this would include cost, accumulated depreciation and NBV.

    5 votes

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  15. Request regarding the ability to remove all tickmarks (in bulk), similar to the way you can apply all tickmarks to a page or document. For example, from the 2nd draft of the financials I don’t want to see all the PY and IC tickmarks as it has been checked and shouldn’t change from that point on (which is where the version checker helps!). For the time being I have been going through and manually removing all the tickmarks but a simple remove all button would be amazing.

    6 votes

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    Planned  ·  0 comments  ·  New Feature  ·  Admin →
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  16. I'd like to propose the inclusion of a feature that allows users to filter out updates made to the header and footer sections when performing a version comparison.

    For instance, consider a scenario where a document's footer displays its version, such as "V1" or "V2." When comparing two documents, if the updated document contains modifications in both the main body of the document and a version change in the footer from "V1" to "V2," the version comparison currently detects and highlights all footer changes. It would be highly beneficial if we could introduce a feature that isolates alterations in the…

    2 votes

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    New  ·  1 comment  ·  Version Compare  ·  Admin →
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  17. It would be great if the FSS Module adapted to changes in format between PY and CY financial statements (such as tables and column headings).

    2 votes

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  18. 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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  19. It would be great if the FSS module matched all figures from the financial statements to the front-end reports*, the notes, and specific note references.

    *for example, Strategic Report (part of group and some single accounts) and Directors Report (on all accounts)

    5 votes

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  20. Same as selecting all the tickmarks and then changing them all to incorrect/correct/rotate ; can you add the possibility to bulk edit the comments in the tickmarks?

    5 votes

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    Under Review  ·  1 comment  ·  Comments  ·  Admin →
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