100 results found
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2 votes
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Splitting and sharing of task (multiple preparers)
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 -
9 votes
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PY error comment provided by the tool should specify the recommended value as per the PY file
Eg: Error comment mentioned by the tool - "Inconsistent with prior year"
Enhancement required - Tool to specify exact value in the error comment2 votes -
Tick marks to be moved after exporting the file
Eg - Reviewers can update any changes on the output file manually once stamps are movable
1 vote -
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.
24 votes -
To export the reviewed Financial statements in Word document type
Switching to a Word document format for the reviewed Financial statements would streamline the process of addressing any inaccuracies or inconsistencies detected.
2 votes -
Comment Box Visibility + Export
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 -
FSS Custom tickmark UI
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 -
Flag large differences
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 -
Check PY closing to CY opening
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 -
Ability to remove all tickmarks (Bulk remove)
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 -
Repetitive Header and Footer Modifications in Version Comparison
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 -
Changes in formats (tables etc)
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 -
Recognise NIL as a value of 0
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 -
Match figures in FS to front-end reports
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 -
Bulk edit comments
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?
6 votes -
Introducing HotKeys to the FSS
Hotkeys should be incorporated into the FSS so that the the user is less reliant on the mouse (i.e. hotkey for opening the calculator).
6 votes -
Include face-to-face referencing
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 -
Including testing within text
Currently numbers within text are not tested (for all 3 procedures).
In addition, consistency of disclosure year on year is not tested.6 votes
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