16 results found
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Editable Stamps Post Extraction
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 -
Summary of Findings in an Excel Format
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 -
Make custom tickmarks more custom
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 -
Internal Consistency reading of FN numbers
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 -
Setting up an undo button
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 -
IC Tickmark Hyperlinks in Exported PDF
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 -
Password protection
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 -
Select Ranges for PY checking
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 -
FSS Prior Year Consistency check across multiple documents
Having the ability to review one Financial statement and conduct the PY checks across 2 different prior year financial statements
3 votes -
Spell check
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 -
Ability to remove all tickmarks (Bulk remove)
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 -
Introducing HotKeys to the FSS
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 -
Highlighting/strikethrough/text replace
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 -
2 votes
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FSS page numbers
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 -
Remove selection of Suggestions
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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