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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.

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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16 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. 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.

    20 votes

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    Planned  ·  3 comments  ·  Comments  ·  Admin →
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  3. 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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  4. 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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  5. 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.

    15 votes

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    Planned  ·  2 comments  ·  Comments  ·  Admin →
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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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

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    Planned  ·  1 comment  ·  New Feature  ·  Admin →
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  13. 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.

    2 votes

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    Planned  ·  1 comment  ·  New Feature  ·  Admin →
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  14. 2 votes

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    Planned  ·  1 comment  ·  New Feature  ·  Admin →
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  15. Is there a way to identify the page number on the page and differentiate it from the page number of the document, when using internal consistency function in FSS? For ex: the face of the financials (left) is on pg 32 per the page and 39 per the document. The corresponding FN tie out (right) is on page 72 per the page and 79 per the document. Could help with IC when FN # are not embedded on the face.

    2 votes

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    Planned  ·  1 comment  ·  Admin →
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  16. 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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