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  1. Template output from FE or DM

    3 votes

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    Gathering Feedback  ·  1 comment  ·  Core » Form Extraction  ·  Admin →
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    Rachel Leininger commented  · 

    Currently any output from FE is named "Form Extraction" and the next is differeniated by "Form Extraction #". Instead, I would like the output of a Featured, Company or My Template to be i.e. "Form 5500 - Extract" instead of "Form Extraction" So, if you are using a template from FE or DM, the name of that template should be the name of the Excel tab when you export into Excel.

    Rachel Leininger shared this idea  · 

  2. Add the ability to shift the output format in Form Extraction

    11 votes

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    3 comments  ·  Core » Form Extraction  ·  Admin →
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    Deferred  ·  AdminJustin (Admin, DataSnipper) responded

    This has been deferred (not planned for the next 6 months).


    Please continue to share this idea, we will continue to monitor for votes and comments!

    Rachel Leininger supported this idea  · 

  3. Definition of output columns in form extraction

    12 votes

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    Under Review  ·  2 comments  ·  Core » Form Extraction  ·  Admin →
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    Rachel Leininger supported this idea  · 

  4. Multi-tab template

    3 votes

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    Under Review  ·  0 comments  ·  Core » Document Matching  ·  Admin →
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    Rachel Leininger supported this idea  · 

  5. Add a count for users added in to the list of users in UMS

    16 votes

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    New  ·  0 comments  ·  Dashboard and Advanced Reporting » Dashboard  ·  Admin →
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    Rachel Leininger supported this idea  · 

  6. list of work done

    4 votes

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    Deferred  ·  0 comments  ·  Financial Statement Suite  ·  Admin →
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    Rachel Leininger supported this idea  · 

  7. To export the reviewed Financial statements in Word document type

    2 votes

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    New  ·  1 comment  ·  Financial Statement Suite » Export  ·  Admin →
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    Rachel Leininger supported this idea  · 

  8. Tool should allow to apply both correct and incorrect stamps for a single value where more than 1 way check is needed

    2 votes

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    Planned  ·  1 comment  ·  Financial Statement Suite » New Feature  ·  Admin →
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    Rachel Leininger supported this idea  · 

  9. Check PY closing to CY opening

    5 votes

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    Gathering Feedback  ·  2 comments  ·  Financial Statement Suite » Prior Year Consistency  ·  Admin →
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    Rachel Leininger supported this idea  · 

  10. FSS Prior Year Consistency check across multiple documents

    3 votes

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    Planned  ·  0 comments  ·  Financial Statement Suite » Prior Year Consistency  ·  Admin →
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    Rachel Leininger supported this idea  · 

  11. disclosure checklist

    7 votes

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    Gathering Feedback  ·  1 comment  ·  Financial Statement Suite » New Feature  ·  Admin →
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    Rachel Leininger supported this idea  · 

  12. Name of the preparer to be mentioned on first page with the completion date

    9 votes

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    Under Review  ·  3 comments  ·  Financial Statement Suite » New Feature  ·  Admin →
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    Rachel Leininger supported this idea  · 

  13. Financial Statement Suite - Half-year review set

    7 votes

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    Gathering Feedback  ·  0 comments  ·  Financial Statement Suite » Prior Year Consistency  ·  Admin →
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    Rachel Leininger supported this idea  · 

  14. marco.de.kruijk@bdo.nl

    2 votes

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    Under Review  ·  0 comments  ·  Financial Statement Suite » Internal Consistency  ·  Admin →
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    Rachel Leininger supported this idea  · 

  15. Setting up an undo button

    2 votes

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    Planned  ·  1 comment  ·  Financial Statement Suite » New Feature  ·  Admin →
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    Rachel Leininger supported this idea  · 

  16. Allow for custom tickmarcks to be automatically applied.

    6 votes

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    Gathering Feedback  ·  0 comments  ·  Financial Statement Suite » New Feature  ·  Admin →
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    Rachel Leininger supported this idea  · 

  17. The tool should allow user to provide IC wherever necessary, without restricting ICs for numbers alone.

    23 votes

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    Gathering Feedback  ·  2 comments  ·  Financial Statement Suite » Internal Consistency  ·  Admin →
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    Rachel Leininger supported this idea  · 

  18. If possible, show the two compared documents side by side, after export

    10 votes

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    Gathering Feedback  ·  2 comments  ·  Financial Statement Suite » Version Compare  ·  Admin →
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    Rachel Leininger supported this idea  · 

  19. Make custom tickmarks more custom

    20 votes

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    Planned  ·  3 comments  ·  Financial Statement Suite » Comments  ·  Admin →
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    Rachel Leininger supported this idea  · 

  20. Summary of Findings in an Excel Format

    16 votes

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    Planned  ·  2 comments  ·  Financial Statement Suite » Comments  ·  Admin →
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    Rachel Leininger supported this idea  · 
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