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Financial Statement Suite

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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. 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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  3. Check MA for percentages that are being added up.

    6 votes

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    Deferred  ·  1 comment  ·  Admin →
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  4. 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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  5. Currently, Version Compare allows you to see a side-by-side view of the differences between documents only in the preview page.

    Once the differences are extracted into the Excel workbook, there's no way to go back to the side-by-side view.

    It would be great if we could always go back to the side-by-side view for easy visual comparison.

    5 votes

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  6. 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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  7. 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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  8. 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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  9. Add an option to export results to PDF instead of excel, highlighting any of the areas that changed.

    5 votes

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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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.

    3 votes

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  17. 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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  18. Version compare - ignore headers/footers option

    We often use version compare to look at drafts of financial statements, each draft usual has something in the header/footer to show when the draft was made so when looking at these in version compare theres a huge amount of flagged changes that we don't need to look at.

    So if a range at the top/bottom could be set to be ignored or if we could enter specific text strings to ignore i.e. the draft message then that would make things much cleaner and the tool significantly more valuable

    3 votes

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  19. We have just upgraded to the latest FSS version 6.0.11 and are experiencing that the functionality when manually checking off previous year (PY) and internal consistency (IC) has deteriorated. Now, when we first click on the amount, we have to choose whether it matches or not, and then select the amount in the financial statements. It was much better before when PY/IC was pre-filled as if it matched, and you manually had to choose if it didn't match. The new way takes much longer for us.

    Similarly, in Internal Consistency, when we select an amount that matches, it does not…

    3 votes

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  20. Create a more clear way to compare a current year financial statement PDF with a prior year financial statement PDF side by side using Version Compare within FSS. Currently a user has to import the PY financial statement as the current year document when initially setting up FSS and then select the CY document as the new version to compare the two documents within FSS.

    Since users on professional and basic no longer have access to the standalone Version Compare button, this issue affects these users most.

    3 votes

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