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Financial Statement Suite

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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.

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Financial Statement Suite

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83 results found

  1. 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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  2. 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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  3. 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

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    Under Review  ·  1 comment  ·  Comments  ·  Admin →
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  4. 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

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    Planned  ·  3 comments  ·  Admin →
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  5. 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

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  6. 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

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    Planned  ·  0 comments  ·  New Feature  ·  Admin →
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  7. 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

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    Planned  ·  3 comments  ·  New Feature  ·  Admin →
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  8. The current download says "DataSnipper Financial Statement" at the top and clients would like that to be editable.

    2 votes

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  9. 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

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  10. 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

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    Planned  ·  3 comments  ·  Admin →
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  11. 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

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  12. Currently numbers within text are not tested (for all 3 procedures).
    In addition, consistency of disclosure year on year is not tested.

    6 votes

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  13. 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

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    Under Review  ·  1 comment  ·  Comments  ·  Admin →
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  14. 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

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  15. 2 votes

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    Planned  ·  1 comment  ·  New Feature  ·  Admin →
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  16. Eg: Error comment mentioned by the tool - "Inconsistent with prior year"
    Enhancement required - Tool to specify exact value in the error comment

    2 votes

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  17. Switching to a Word document format for the reviewed Financial statements would streamline the process of addressing any inaccuracies or inconsistencies detected.

    2 votes

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    New  ·  1 comment  ·  Export  ·  Admin →
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  18. 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

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    Under Review  ·  1 comment  ·  Admin →
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  19. 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

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  20. 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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    New  ·  1 comment  ·  Version Compare  ·  Admin →
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