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Financial Statement Suite

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Financial Statement Suite

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82 results found

  1. 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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  2. 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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  3. 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.

    21 votes

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  4. Custom tickmarks has a character limit. It'd be great if this limit was removed or made longer so that we can use workpaper codes, which are usually 4 or more characters long.

    19 votes

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    Planned  ·  3 comments  ·  Comments  ·  Admin →
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  5. 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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  6. 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.

    16 votes

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  7. 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

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  8. 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.

    16 votes

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    Planned  ·  3 comments  ·  Export  ·  Admin →
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  9. 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.

    14 votes

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  10. 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.

    14 votes

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    Planned  ·  2 comments  ·  Comments  ·  Admin →
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  11. 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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  12. 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.

    9 votes

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  13. 8 votes

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    Under Review  ·  3 comments  ·  New Feature  ·  Admin →
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  14. Could internal consistency read Footnote numbers if they are aligned with the Financial Statement Captions on the face of the FS? In the current state, it has to be in a separate column to activate the automation.

    7 votes

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  15. Some financial statements have notes references in parentheses next to each line item. The IC test in FSS does not recognize these note references because it is not in a note references column format, and does not provide suggestions. It would be great for DataSnipper to be able to recognize note references in this format in a Financial Statement so that the IC test can provide suggestions.

    7 votes

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  16. Can a feature be added to the financial statement suite which allows the prior year check function to hold two sets of financial statements as the half-year accounts balance sheet is from June to dec and P&L from Dec to Dec.

    6 votes

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  17. We need a way of referencing between a disclosure checklist and the relevant disclosure. Currently, we are relying on staff and manager review to catch whether a disclosure is made or needs to be made and it is relatively common for there to be mistakes.

    6 votes

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  18. 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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  19. 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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  20. 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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