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Financial Statement Suite

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Financial Statement Suite

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7 results found

  1. Offer the option to choose weather to run OCR on all or just particular documents when importing docs to a tick and tie project.

    5 votes

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    New  ·  0 comments  ·  New Feature  ·  Admin →
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  2. The note numbers are driven by how Government Treasury (sets the financial reporting requirements for our state entities) has set up their example statements. Sometimes the note numbers are formatted this way (B1-1, B1-2, B1-3, etc) and currently when doing IC test, it does not provide any suggestions. It would be helpful if DataSnipper algorithm can detect these note numbers for IC checks and provide suggestions.

    1 vote

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    New  ·  0 comments  ·  Internal Consistency  ·  Admin →
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  3. Using the internal consistency (IC) check, it’s the same onerous clicking problem as the PY consistency tool. You have to click on the reference that matches and then you have to click on the blue or red IC. Again, it would be helpful if it just automatically added the blue PY as a default.

    1 vote

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    New  ·  0 comments  ·  Prior Year Consistency  ·  Admin →
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  4. 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…

    1 vote

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    New  ·  0 comments  ·  Prior Year Consistency  ·  Admin →
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  5. 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

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    New  ·  0 comments  ·  Comments  ·  Admin →
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  6. 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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  7. 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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