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Financial Statement Suite

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Financial Statement Suite

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82 results found

  1. 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.

    1 vote

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    Planned  ·  1 comment  ·  New Feature  ·  Admin →
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  2. 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.

    1 vote

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  3. 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

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  4. Can a feature be added to the financial statement suite which allows the prior year check function to hold two sets of financial statements as the half-year accounts balance sheet is from June to dec and P&L from Dec to Dec.

    6 votes

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  5. Problem: Users often need to edit numbers within the FS once issues or errors are detected, currently that requires them to import and export the document which is time consuming.

    Proposed Solution: Have the option to update the values directly within the FSS and mabye have it suggested based on the value within the calculator.

    2 votes

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  6. 8 votes

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    Under Review  ·  3 comments  ·  New Feature  ·  Admin →
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  7. We have just upgraded to the latest FSS version 6.0.11 and are experiencing that the functionality when manually checking off previous year (PY) and internal consistency (IC) has deteriorated. Now, when we first click on the amount, we have to choose whether it matches or not, and then select the amount in the financial statements. It was much better before when PY/IC was pre-filled as if it matched, and you manually had to choose if it didn't match. The new way takes much longer for us.

    Similarly, in Internal Consistency, when we select an amount that matches, it does not…

    3 votes

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  8. We need a way of referencing between a disclosure checklist and the relevant disclosure. Currently, we are relying on staff and manager review to catch whether a disclosure is made or needs to be made and it is relatively common for there to be mistakes.

    6 votes

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  9. Having the ability to review one Financial statement and conduct the PY checks across 2 different prior year financial statements

    2 votes

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  10. 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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  11. Would it be possible to streamline “saving” changes to the original FSS file with the push of a button and eliminate the need to manually export and import the FSS project during each layer of review?

    2 votes

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  12. 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

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    Under Review  ·  0 comments  ·  New Feature  ·  Admin →
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  13. The version comparison tool changes when a new document is presented depending on if we are using standard version compare or version compare within FSS.

    1 vote

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    Deferred  ·  0 comments  ·  Version Compare  ·  Admin →
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  14. Sometimes the size of the tickmarks overlaps with the text and tables in FS reports. Making it impossible to read the information bellow.

    6 votes

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  15. 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

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  16. Within the calculator in V6 FSS, I want to be able to use the calculator to sum up numbers and then apply a tickmark based on that summation, so that when I hand off to my reviewer, the workbook has tickmarks that are indicative of the due diligence performed by me, the preparer.

    For example, in tables with amounts in columns A - E, where E contains the total, FSS may incorrectly identify a column C as a summation of A+B, and suggest incorrect TMs all the way down that column. I would want (1) to remove the suggestions from…

    2 votes

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  17. The review of tickmarks which are combined (with a vertical line) is challenging
    as you cannot see the direct link for each number unless you click on the number itself. A hover over the value should ideally show the reference to the prior year value.

    1 vote

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  18. The current export options either shows manual comments in the summary and document detail or not at all (not even in the document detail).
    Whereas the roundings has the option to show in doc detail or not but never comes in the summary.

    Both of these would nice to have an option to include or not for both the summary and doc detail (and the manual comments may be nice to give that option for each comment (i.e. when created)).

    1 vote

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  19. 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

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  20. 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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