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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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22 results found

  1. Identification of note numbers and financial information

    Distinguish note numbers and amounts in Japanese financial statements.
    (This request is regarding feedback URL, https://feedback.datasnipper.com/forums/952747-financial-statement-suite/suggestions/47159251-recognize-special-characters)

    In Japanese financial statements, amounts come with note number, e.g. ※1-9 (note number) 123456789 (amounts).
    After Ver6.1 DataSnipper recognize ※ as symbol to describe note number.
    At the same time note number is recognized as part of financial number.
    e.g. When revenue is described as “※1 123456789” DataSnipper recognizes the text as 1123456789.

    Users are not able to fix this by FSS calculator and this occurs very frequently.

    14 votes
    New  ·  2 comments  ·  Mathematical Accuracy  ·  Admin →
    How important is this to you?

  2. Expand Create Suggestion and Edit Calculation Functionality to Include Subtraction

    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
    New  ·  0 comments  ·  Mathematical Accuracy  ·  Admin →
    How important is this to you?

  3. Run OCR only on one of the imported documents

    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
    New  ·  0 comments  ·  New Feature  ·  Admin →
    How important is this to you?

  4. Teach the system how to foot a specific financial statement that is repetitive in the annual report.

    When we run the financial statement suite, we get a whole bunch of “false errors” related to our Budget and Actual schedules. These are time consuming to clear out the error for our documentation purposes and I just wish I could train the system to recognize this schedule and know how it is supposed to foot.

    For example, the permits revenue line item had a final budget of 100,000 and an actual of 143,137. Because this is revenue, we are showing a favorable variance of 43,137. This is the correct answer. However, Data Snipper wants to add the Actual and…

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

  5. 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 →
    How important is this to you?

  6. 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?

  7. 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 →
    How important is this to you?

  8. To export the reviewed Financial statements in Word document type

    Switching to a Word document format for the reviewed Financial statements would streamline the process of addressing any inaccuracies or inconsistencies detected.

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

  9. Repetitive Header and Footer Modifications in Version Comparison

    I'd like to propose the inclusion of a feature that allows users to filter out updates made to the header and footer sections when performing a version comparison.

    For instance, consider a scenario where a document's footer displays its version, such as "V1" or "V2." When comparing two documents, if the updated document contains modifications in both the main body of the document and a version change in the footer from "V1" to "V2," the version comparison currently detects and highlights all footer changes. It would be highly beneficial if we could introduce a feature that isolates alterations in the…

    2 votes
    New  ·  1 comment  ·  Version Compare  ·  Admin →
    How important is this to you?

  10. Tick Mark application Version 6.1

    In Version 5, we could apply manual tick marks by simply clicking on the figure once. However, in Version 6.1, we now need to first select the figure and then choose the type of tick mark from the pop-up window, which adds extra time in V6.1 in FSS

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

  11. Recognize additional special characters

    It would be great to recognize "▲" as minus numbers.
    Currently, FSS is able to recognize "△" as minus numbers, but "▲" is not the case.

    This is about the previous feedback below.
    https://feedback.datasnipper.com/forums/952747-financial-statement-suite/suggestions/47159251-recognize-special-characters

    1 vote
    New  ·  0 comments  ·  Mathematical Accuracy  ·  Admin →
    How important is this to you?

  12. Memorize calculation formula previously performed manually

    In Mathematical Accuracy, it is necessary to set the range each time when manually selecting a total value.
    We would like to be able to remember the structure of the previous calculation formula that was performed manually, so that the same calculation can be performed at the touch of a button in another part of the document.
    For example, in Excel, the calculation formula in one cell can be copied to another cell, in the same way that the structure of a calculation formula once set manually can be used immediately.

    1 vote
    New  ·  0 comments  ·  Mathematical Accuracy  ·  Admin →
    How important is this to you?

  13. Recognize various Headers for IC and PY

    Some Financial Statements do not have a column "Note" or named different like "Anhang" (German) where the note reference is listed.
    Further, not all documents have Columns with Numbers/Dates "2024" or "31.12.2024" instead they have text like "Current Year" and "Prior Year "as well as in various languages ("Berichtsjahr" and "Vorjahr").

    For all such cases IC and PY consistency checks are not running automatically, it would be helpful if FS Suite algorithm could also identify this other column headers.

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

  14. Internal Consistency of numbers calculated in Calculator

    I want to use the calculator function to calculate a "Total Amount" that can be referenced / tied to other pages. For example, if I add two numbers on a schedule that equals 300k, I want to agree the 300k to another page.. but cannot tie it out with Internal Consistency as it is the product of two numbers.

    1 vote
    New  ·  0 comments  ·  Internal Consistency  ·  Admin →
    How important is this to you?

  15. Internal Consistency between numbers in F/S and disclosures

    It is ideal that IC recognizes the consistency between numbers in financial statements and those in the notes.
    For example, the number is described in the financial statement as 6,000,000 while it is described as 6 million in the note. It is great to recognize them as reference of IC and create a suggestion automatically.

    1 vote
    New  ·  0 comments  ·  Internal Consistency  ·  Admin →
    How important is this to you?

  16. Internal Consistency for Key financial data in Japan's financial statements

    Ideally, Internal Consistency works for Key financial data(主要な経営指標等の推移) and creates suggestions automatically.
    This category comes at the very beginning of the F/S and auditors review them. This should help them review items that follow afterwards.

    1 vote
    New  ·  0 comments  ·  Internal Consistency  ·  Admin →
    How important is this to you?

  17. Recognize Prior Year Consistency in Japan's financial statements.

    In Japan's financial statements, FSS does not recognize PYC in B/S, P/L, S/S, Cash Flow Statement and tables in the notes.
    Ideally PYC is recognized in those tables and creates suggestions automatically.

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

  18. Ability to move IC tickmarks on "Reference only" side when placing them.

    When having the dual-view in IC, it would be user friendly to be able to edit/move/control the tickmarks on the "Reference only" screen instead of having to scroll to the page to move. This was the functionality pre-V6.

    1 vote
    New  ·  0 comments  ·  Internal Consistency  ·  Admin →
    How important is this to you?

  19. Foot and cross foot numbers in table

    For numbers on the face of the financials or in tables that include foots and cross-foots, add a new tickmark (such as an "x") to show this number foots ("^") and cross-foots ("<").

    1 vote
    New  ·  1 comment  ·  Mathematical Accuracy  ·  Admin →
    How important is this to you?

  20. Purge in FSS projects

    I would like to check the possibility of automatic purge terms in FSS projects via an administrator.
    We cannot retain customer documentation on the machine and this is a normal audit procedure.

    1 vote
    New  ·  0 comments  ·  New Feature  ·  Admin →
    How important is this to you?
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