Skip to content

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

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

82 results found

  1. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Planned  ·  3 comments  ·  Export  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. From delivery perspective, mathematical accuracy check is not performed for Prior year figures however DS5 also adds stamps for PY numbers automatically which is to be individually removed in post extraction stage. This will lead to an impact on overall efficiency as increased time will be taken to remove the additional stamps.

    16 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 1)In case of PY findings the tool is not showing the corresponding figures in PY FS with which the figure in Current year FS has been compared and shown as finding. This could be done in previous manual version.
    2)Also the inefficiencies have increased while performing PY check in current version.

    14 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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.

    14 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Planned  ·  2 comments  ·  Comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 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.

    19 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Planned  ·  3 comments  ·  Comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Allow the highlighted documents to appear side by side so that differences can be reviewed more easily. We are currently doing this with snips via the Microsoft snipping tool.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Tool to place ICs on repeated information such as company name, year end date, directors' name etc. If a user selects an information and place IC stamp once, then the tool needs to automatically apply ICs throughout the document wherever it is repeating.

    21 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Currently, Version Compare allows you to see a side-by-side view of the differences between documents only in the preview page.

    Once the differences are extracted into the Excel workbook, there's no way to go back to the side-by-side view.

    It would be great if we could always go back to the side-by-side view for easy visual comparison.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. The note numbers are driven by how Government Treasury (sets the financial reporting requirements for our state entities) has set up their example statements. Sometimes the note numbers are formatted this way (B1-1, B1-2, B1-3, etc) and currently when doing IC test, it does not provide any suggestions. It would be helpful if DataSnipper algorithm can detect these note numbers for IC checks and provide suggestions.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. After creating a cutom tickmark, it is not possible to make it the default tickmark for every new tickamrk applied. You would have to select each and every one of the new tickmarks (one by one) and change it to the custom tickmark created.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Using the internal consistency (IC) check, it’s the same onerous clicking problem as the PY consistency tool. You have to click on the reference that matches and then you have to click on the blue or red IC. Again, it would be helpful if it just automatically added the blue PY as a default.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Find all line items above an input value (materiality).

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Some financial statements have notes references in parentheses next to each line item. The IC test in FSS does not recognize these note references because it is not in a note references column format, and does not provide suggestions. It would be great for DataSnipper to be able to recognize note references in this format in a Financial Statement so that the IC test can provide suggestions.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Planned  ·  1 comment  ·  New Feature  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5
  • Don't see your idea?