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Financial Statement Suite

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Financial Statement Suite

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83 results found

  1. 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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  2. 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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  3. 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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  4. Often datasnipper does not recognize the right PY range in the current and prior year financial statement. The user should have the ability to select a range for each page in the prior year financial statement and current year financial statement which will be compared and ticked to each other. Optionally it would be cool if datasnipper would learn those ranges and tries to apply it to other pages as for large umbrella funds it would safe a lot of time.

    1 vote

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  5. DataSnipper to provide a trend analysis of financial statements. The goal is to calculate and analyze the changes in amounts in the form of values and percentages.

    1 vote

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    Under Review  ·  0 comments  ·  New Feature  ·  Admin →
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  6. The version comparison tool changes when a new document is presented depending on if we are using standard version compare or version compare within FSS.

    1 vote

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    Deferred  ·  0 comments  ·  Version Compare  ·  Admin →
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  7. It would be great if the version compare feature in FSS had the ability to compare text changes in addition to number changes.

    It would improve the quality of life for the end-user as they would no longer need to exit FSS to see a text comparison of 2 documents.

    1 vote

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  8. The review of tickmarks which are combined (with a vertical line) is challenging
    as you cannot see the direct link for each number unless you click on the number itself. A hover over the value should ideally show the reference to the prior year value.

    1 vote

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  9. The current export options either shows manual comments in the summary and document detail or not at all (not even in the document detail).
    Whereas the roundings has the option to show in doc detail or not but never comes in the summary.

    Both of these would nice to have an option to include or not for both the summary and doc detail (and the manual comments may be nice to give that option for each comment (i.e. when created)).

    1 vote

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  10. In Version Compare, it would be cool if there was an ability to edit the file after you have selected the two documents to compare. For example, if I upload “WORD document A” and “WORD document B”, the goal is to update document A to match document B. it would be nice if I could edit doc A while comparing to doc B as I scroll down both files within the DS's Version Compare window, so I don’t have to open document A separately and make changes in the word document.

    1 vote

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  11. An enhancement to capture manual work within DataSnipper so that the list of exceptions is a consolidated one and no adjustments would be needed

    1 vote

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    Under Review  ·  0 comments  ·  Comments  ·  Admin →
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  12. 1 vote

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    Deferred  ·  1 comment  ·  New Feature  ·  Admin →
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  13. Multiple preparers to share and split the work at the same time which helps to work on bigger files with short turn around time

    1 vote

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  14. Eg - Reviewers can update any changes on the output file manually once stamps are movable

    1 vote

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    Deferred  ·  0 comments  ·  Export  ·  Admin →
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  15. The custom tickmarks should be placed more easily, instead of going to the Custom Tickmark section, I should be able to select it and place it with left click as many times as I want. Also, it would be nice to be able to place custom tickmarks over words.

    1 vote

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    Started Work  ·  0 comments  ·  New Feature  ·  Admin →
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  16. It would be great if the FSS Module recognised “NIL” as a value of 0, in PY & CY figures, and successfully matched this from the financial statements to the front-end reports*, notes, and specific note references.

    *for example, Strategic Report (part of group and some single accounts) and Directors Report (on all accounts)

    1 vote

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    Deferred  ·  1 comment  ·  New Feature  ·  Admin →
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  17. Add a feature where you can check the forecast consistency in financial statement suite

    1 vote

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    Deferred  ·  0 comments  ·  Admin →
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  18. We are using ABBYY finereader for version comparison check procedures, and that gives us annotated output files with highlights of changes identified and also creates a Summary of differences (word file) noted. Can we also get the same in FS Suite as FSS only gives highlights within tool and not able to give that back in the pdf version.

    1 vote

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    Under Review  ·  Ajay Moti responded

    We currently haven't prioritized Version Compare, but this is a great piece of feedback, which we'll use when we do focus on VC.

  19. It will be useful to have some "flags" from FSS when the software identified consistency but does not find any conterpart.

    1 vote

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    Deferred  ·  2 comments  ·  Admin →
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  20. Would it be possible to automatically add tickmarks to internally consistent numbers? I realize single digit ones would clutter the document but even having all 4 or great digit numbers would be helpful

    1 vote

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    Deferred  ·  0 comments  ·  Admin →
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