23 results found
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Highlights and Stamps in the PDF itself
Currently, the version comparison functionality makes the highlights and show the snippings in the Excel file, it is great if it highlights the data and add a comment in the PDF itself as it is helpful in documentation
16 votes -
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 -
Find all values above materiality
Find all line items above an input value (materiality).
4 votes -
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 -
9 votes
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Add possibility to add extra document
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 -
Financial Statement: Trend Analysis
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 -
Financial Statement Suite: Version Compare for Numbers AND Text
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 -
Match figures in FS to front-end reports
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)
5 votes -
Syncronized scroll
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 -
Comment Box Visibility + Export
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 -
Bulk edit comments
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?
5 votes -
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 -
PY error comment provided by the tool should specify the recommended value as per the PY file
Eg: Error comment mentioned by the tool - "Inconsistent with prior year"
Enhancement required - Tool to specify exact value in the error comment2 votes -
Verify if page numbers in the table of content are consistent
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 -
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 -
Manual exceptions
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 -
Version Comparison
Add an option to export results to PDF instead of excel, highlighting any of the areas that changed.
5 votes -
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 -
Version Compare
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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