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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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24 results found

  1. 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.

    4 votes

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    Under Review  ·  0 comments  ·  Comments  ·  Admin →
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  2. 7 votes

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    Under Review  ·  3 comments  ·  New Feature  ·  Admin →
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  3. Add the possibility in the FSS to add an extra document to check consistency with. Examples are: FS to TB recon, FS to budget sheet recon, FS to tax sheet recon, etc.

    22 votes

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    Under Review  ·  2 comments  ·  New Feature  ·  Admin →
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  4. 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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  5. 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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  6. 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)

    3 votes

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  7. 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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  8. Eg: Error comment mentioned by the tool - "Inconsistent with prior year"
    Enhancement required - Tool to specify exact value in the error comment

    2 votes

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  9. 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?

    4 votes

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    Under Review  ·  1 comment  ·  Comments  ·  Admin →
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  10. It would be great if the FSS could check that the page numbers on the contents page correspond with the page numbers throughout the document.

    14 votes

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    Under Review  ·  1 comment  ·  Admin →
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  11. 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

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  12. 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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  13. Check MA for percentages that are being added up.

    6 votes

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    Under Review  ·  1 comment  ·  Admin →
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  14. We would like to export the findings out of the financial statements suite in excel for analyzing and review purposes.

    3 votes

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    Under Review  ·  1 comment  ·  Export  ·  Admin →
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  15. Add Comments that you make to the lead sheet with all other internal consistency, PY, and Mathematical Accuracy errors, regardless if there any internal consistency, PY, and Mathematical Accuracy errors.

    2 votes

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  16. Add an option to export results to PDF instead of excel, highlighting any of the areas that changed.

    3 votes

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  17. Version compare marks change in font and formatting as a change. It would be great to have the option to select if change in font should be ignored.

    2 votes

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  18. 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

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  19. 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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  20. 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).

    3 votes

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