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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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95 results found

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

    7 votes

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  2. 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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  3. 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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  4. 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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  5. 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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  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. Currently, you can only edit a calculation or create a suggestion by summing numbers together. It would be beneficial to create suggestions and edit calculations using subtraction. For example, being able to create a suggestion that subtracts total cost of sales from total net sales to calculate gross margin.

    Currently, the user would create the suggestion, it would automatically sum the numbers and flag as incorrect, and the user would then have to use the FSS calculator to perform subtraction and change the tickmark manually.

    5 votes

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  8. 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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  9. It would be helpful if reviewers were able to click on a hyperlinked IC tickmark in an exported PDF and have it take them to the other page(s) the value is tied out instead of manually having to search for the tie outs.

    5 votes

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  10. 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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  11. 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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  12. 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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  13. Find all line items above an input value (materiality).

    4 votes

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    Under Review  ·  0 comments  ·  New Feature  ·  Admin →
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  14. It would be great if the Prior Year Consistency tab would scroll through both the current year document and the prior year document at the same time.

    4 votes

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  15. 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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  16. 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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  17. To increase efficiency it would be helpful if you could remove a selection of wrong suggestions by either selecting them in the Suggestion toolbar or in the document (See screenshots). At the moment i need to click on each and remove the suggestions (18 clicks in this example)

    4 votes

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    Planned  ·  0 comments  ·  Admin →
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  18. 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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  19. 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.

    3 votes

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  20. Having the ability to review one Financial statement and conduct the PY checks across 2 different prior year financial statements

    3 votes

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