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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.

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.

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Financial Statement Suite

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83 results found

  1. 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

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    Planned  ·  3 comments  ·  New Feature  ·  Admin →
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  2. 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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  3. 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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  4. Add the possibility in the FSS to add an extra document to check consistency with. Examples are: FS to TB recon, FS to budget sheet recon, FS to tax sheet recon, etc.

    22 votes

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    Under Review  ·  2 comments  ·  New Feature  ·  Admin →
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  5. 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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  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. 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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  8. 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. 

  9. Make the internal coinsistency possible outside FSS, so that invocie specifications/reimbursements can be followed more easily.

    2 votes

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  10. Add an option to export results to PDF instead of excel, highlighting any of the areas that changed.

    5 votes

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  11. 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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  12. 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. 

  13. 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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  14. 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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  15. It would be great if the comments feature could include highlighting/strikethrough/replace text suggestions, similar to how Adobe PDF is able to. Currently, adding comments doesn't communicate effectively where I wish to remove text and suggest replacement text. Thanks!

    18 votes

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    Planned  ·  3 comments  ·  Admin →
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  16. It would be great if the FSS could check that the page numbers on the contents page correspond with the page numbers throughout the document.

    14 votes

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    Under Review  ·  1 comment  ·  Admin →
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  17. Would it be possible to automatically add tickmarks to internally consistent numbers? I realize single digit ones would clutter the document but even having all 4 or great digit numbers would be helpful

    1 vote

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    Deferred  ·  0 comments  ·  Admin →
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  18. Is it possible to include a spell check in FSS ? it will be useful to identify grammar mistake, double space, capital letter, etc.

    26 votes

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    Planned  ·  3 comments  ·  Admin →
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  19. 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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  20. 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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