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Financial Statement Suite

Hello there,

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.

If you want to report a bug, please use this link https://knowledge.datasnipper.com/kb-tickets/new to reach out to our support team. They will be able to help you troubleshoot the issue and ensure that it gets resolved quickly.

Financial Statement Suite

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100 results found

  1. Edit Numbers within the FSS

    Problem: Users often need to edit numbers within the FS once issues or errors are detected, currently that requires them to import and export the document which is time consuming.

    Proposed Solution: Have the option to update the values directly within the FSS and mabye have it suggested based on the value within the calculator.

    3 votes
    Deferred  ·  0 comments  ·  Mathematical Accuracy  ·  Admin →
    How important is this to you?

  2. Password protection

    V6

    I have mentioned this to my account manager but we need to have some form of password protection on Version 6 FSS projects.

    We audit firms which hit different criteria and need to lock down audit files. The FSS component being changed now will make it hard to control as its not longer associated to the workbook (which was in a locked audit file).

    We wont be using v6 until something like this is enabled unfortunately.

    3 votes
    Planned  ·  1 comment  ·  New Feature  ·  Admin →
    How important is this to you?

  3. FSS Prior Year Consistency check across multiple documents

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

    3 votes
    Planned  ·  0 comments  ·  Prior Year Consistency  ·  Admin →
    How important is this to you?

  4. callum.finister@azets.co.uk

    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
    Under Review  ·  0 comments  ·  Version Compare  ·  Admin →
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  5. Automatic "PY" in Internal consistency and prior year

    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
    Gathering Feedback  ·  1 comment  ·  Comments  ·  Admin →
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  6. Compare PY and CY Documents Within FSS Version Compare

    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
    Under Review  ·  0 comments  ·  Version Compare  ·  Admin →
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  7. Flag large differences

    Currently, no casting is performed on 'large' differences. It would be good to have these flagged to show DS considered them but the difference was over a certain threshold, or allow the user to set the threshold (including no limit).

    3 votes
    Under Review  ·  0 comments  ·  Mathematical Accuracy  ·  Admin →
    How important is this to you?

  8. Check mathematical accuracy of changes in assets/liabilities on the cash flow statement

    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
    Under Review  ·  0 comments  ·  Admin →
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  9. Financial statements procedures excel export

    We would like to export the findings out of the financial statements suite in excel for analyzing and review purposes.

    3 votes
    Under Review  ·  1 comment  ·  Export  ·  Admin →
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  10. Error tolerance when creating suggestion in Mathematical Accuracy

    In Mathematical Accuracy, the numbers in the table are added together in a number of ways and if they match the actual total value expressed, it is expressed as a Suggestion, but if they do not match, it is not expressed as a Suggestion. (False Negative)

    Even if there is not an exact match to a suggestion and if the gap between the summed result and the displayed total is small, it should be ideally marked as a Suggestion.

    2 votes
    Gathering Feedback  ·  0 comments  ·  Mathematical Accuracy  ·  Admin →
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  11. Save Total Amounts in Calculator for Further Calculations

    Sometimes it is necessary to take two sums and find the difference between them. For example, (Assets + Deferred Outflows) - (Liabilities + Deferred Inflows) = Net Position. Currently, this is only possible by summing all amounts and changing the signs on those technically being subtracted. I would like to be able to sum each set of numbers and copy the total amounts into the subtraction function or to use multiple calculator functions within one calculation.

    2 votes
    New  ·  1 comment  ·  Mathematical Accuracy  ·  Admin →
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  12. FSS - Selecting PY numbers

    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…

    2 votes
    New  ·  0 comments  ·  Prior Year Consistency  ·  Admin →
    How important is this to you?

  13. Auto populated comments aren't deleted if the red tickmark changed to blue tickmark

    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
    New  ·  0 comments  ·  Comments  ·  Admin →
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  14. marco.de.kruijk@bdo.nl

    When automatic suggestion for internal consitency are not given (which is the case in 99%) a user should manually do the ticking. In FSS in DS version 6 the user first needs to click on the number, then on the reference and then on the tickmark. This is one click more than in version 5.

    It would be better if a user could click on the number in the balance sheet and P&L and immediatly can click on the reference and makes the tickmark. And the tickmarking is done automaticaly when there is only one reference.

    2 votes
    Under Review  ·  0 comments  ·  Internal Consistency  ·  Admin →
    How important is this to you?

  15. Setting up an undo button

    It has happened to me several times that I have accidentally clicked on "Remove Suggestion", although I actually only wanted to change or remove a tick mark. I have not yet found a way to restore a suggestion other than by completely reinstalling it. An undo button would be helpful here, or the implementation of a keyboard shortcut such as Ctrl+Z. Ultimately, this applies to all entries in the tool, not just the suggestions.

    2 votes
    Planned  ·  1 comment  ·  New Feature  ·  Admin →
    How important is this to you?

  16. dmcgrath@rlallp.com

    Would it be possible to streamline “saving” changes to the original FSS file with the push of a button and eliminate the need to manually export and import the FSS project during each layer of review?

    2 votes
    Gathering Feedback  ·  0 comments  ·  Export  ·  Admin →
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  17. FSS Calculator for documentation

    Within the calculator in V6 FSS, I want to be able to use the calculator to sum up numbers and then apply a tickmark based on that summation, so that when I hand off to my reviewer, the workbook has tickmarks that are indicative of the due diligence performed by me, the preparer.

    For example, in tables with amounts in columns A - E, where E contains the total, FSS may incorrectly identify a column C as a summation of A+B, and suggest incorrect TMs all the way down that column. I would want (1) to remove the suggestions from…

    2 votes
    Gathering Feedback  ·  0 comments  ·  Mathematical Accuracy  ·  Admin →
    How important is this to you?

  18. Error limits

    Where FSS identifies an error (could be due to OCR issues or changes in presentation so there is now minor rounding differences or with / without brackets) - can FSS allow a toggle to showcase these 'close' errors for quick investigation (similar to rounding in MA).

    2 votes
    Gathering Feedback  ·  0 comments  ·  New Feature  ·  Admin →
    How important is this to you?

  19. Allow name customization of the exported FSS report

    The current download says "DataSnipper Financial Statement" at the top and clients would like that to be editable.

    2 votes
    Gathering Feedback  ·  0 comments  ·  Export  ·  Admin →
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  20. Tool should allow to apply both correct and incorrect stamps for a single value where more than 1 way check is needed

    2 votes
    Planned  ·  1 comment  ·  New Feature  ·  Admin →
    How important is this to you?
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