Skip to content
← Have an idea? Share it!

Financial Statement Suite

Hello there,

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

Categories

JUMP TO ANOTHER FORUM

(thinking…)

How can we improve DataSnipper?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

6 results found

  1. Allow thresholds / rounding in all FSS tests

    Allow the ability to toggle rounding allowances / tolerance levels in all 3 tests (MA is currently present but we would like to also include this for IC and PY).

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Completed  ·  1 comment  ·  Internal Consistency  ·  Admin →

  2. Threshold for Internal Consistency

    Could we implement a threshold feature similar to the one used in document matching to help locate rounded numbers in footnotes that correspond to specific values on the face of the financial statements? This would help ensure internal consistency within the financial statement suite, streamline the review process, and reduce discrepancies.

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Completed  ·  1 comment  ·  Internal Consistency  ·  Admin →

  3. Search on selected number

    In the IC tab I sometimes want to search for a certain number. If I select the search bar and then a number, it automatically places a tickmark, even though I only want to search for that amount. Would it be possible that when selecting the search bar and then certain amount, that it would just show me all the places in the document where that amount occurs? (same as in the document viewer)

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Completed  ·  1 comment  ·  Internal Consistency  ·  Admin →

  4. Apply tick marks to IC by right clicking

    When in Internal Consistency, I need to select an individual number multiple times before I can manually document my tickmark. The first time I click on a number, it will place a tickmark on that number and do nothing else. The second time I click that same number, I am presented with the menu where I can change the tickmark to a different colour, custom tickmark, comment, or link it to where the other side of the TM should be. This effectively doubles the amount of clicks required to place TM’s compared to version 4.X as the menus where I…

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Completed  ·  1 comment  ·  Internal Consistency  ·  Admin →

  5. Lead Sheet FSS Suite

    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Completed  ·  1 comment  ·  Internal Consistency  ·  Admin →

  6. Set tick and tie rotation

    When a mark is rotated form ^ to < for example, it would be ideal if it remained rotated until turned back. There are often batches of doing <<<<<<< required before reverting back to ^^^^^.

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Completed  ·  1 comment  ·  Internal Consistency  ·  Admin →
  • Don't see your idea?