83 results found
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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 -
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 -
Error limits
Where FSS identifies an error (could be due to OCR issues or changes in presentation so there is now minor rounding differences or with / without brackets) - can FSS allow a toggle to showcase these 'close' errors for quick investigation (similar to rounding in MA).
2 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 -
Allow name customization of the exported FSS report
The current download says "DataSnipper Financial Statement" at the top and clients would like that to be editable.
2 votes -
Changes in formats (tables etc)
It would be great if the FSS Module adapted to changes in format between PY and CY financial statements (such as tables and column headings).
2 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 -
Edit documents in Version Compare
In Version Compare, it would be cool if there was an ability to edit the file after you have selected the two documents to compare. For example, if I upload “WORD document A” and “WORD document B”, the goal is to update document A to match document B. it would be nice if I could edit doc A while comparing to doc B as I scroll down both files within the DS's Version Compare window, so I don’t have to open document A separately and make changes in the word document.
1 vote -
Including testing within text
Currently numbers within text are not tested (for all 3 procedures).
In addition, consistency of disclosure year on year is not tested.6 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 -
2 votes
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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 -
To export the reviewed Financial statements in Word document type
Switching to a Word document format for the reviewed Financial statements would streamline the process of addressing any inaccuracies or inconsistencies detected.
2 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 -
Repetitive Header and Footer Modifications in Version Comparison
I'd like to propose the inclusion of a feature that allows users to filter out updates made to the header and footer sections when performing a version comparison.
For instance, consider a scenario where a document's footer displays its version, such as "V1" or "V2." When comparing two documents, if the updated document contains modifications in both the main body of the document and a version change in the footer from "V1" to "V2," the version comparison currently detects and highlights all footer changes. It would be highly beneficial if we could introduce a feature that isolates alterations in the…
2 votes
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