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  1. Identification of note numbers and financial information

    14 votes

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    New  ·  2 comments  ·  Financial Statement Suite » Mathematical Accuracy  ·  Admin →
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    Rachel Leininger supported this idea  · 

  2. IC Tickmark Hyperlinks in Exported PDF

    5 votes

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    Planned  ·  1 comment  ·  Financial Statement Suite » Internal Consistency  ·  Admin →
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    Rachel Leininger supported this idea  · 

  3. Foot and cross foot numbers in table

    1 vote

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    New  ·  1 comment  ·  Financial Statement Suite » Mathematical Accuracy  ·  Admin →
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    Rachel Leininger shared this idea  · 

  4. Expand Create Suggestion and Edit Calculation Functionality to Include Subtraction

    5 votes

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    New  ·  0 comments  ·  Financial Statement Suite » Mathematical Accuracy  ·  Admin →
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    Rachel Leininger supported this idea  · 

  5. Track usage of featured templates

    2 votes

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    Under Review  ·  0 comments  ·  Dashboard and Advanced Reporting » Metrics  ·  Admin →
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    Rachel Leininger supported this idea  · 

  6. Version data in Advanced Reporting

    10 votes

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    1 comment  ·  Dashboard and Advanced Reporting » Advanced Reporting  ·  Admin →
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    Planned  ·  AdminFang Shao (Admin, DataSnipper) responded

    Core team is working on sending this data which we'll then be able to incorporate into both AR & Dashboard. (Regardless of which licensing method the company is on)

    Rachel Leininger supported this idea  · 

  7. Highlighting/strikethrough/text replace

    20 votes

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

  8. Recognize Note References in Parentheses in FSS IC Test

    10 votes

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

  9. Template output from FE or DM

    5 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  · 

  10. 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  · 

  11. Definition of output columns in form extraction

    12 votes

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    Under Review  ·  3 comments  ·  Core » Form Extraction  ·  Admin →
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    Rachel Leininger supported this idea  · 

  12. 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  · 

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

    17 votes

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

  14. 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  · 

  15. 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  · 

  16. 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  · 

  17. 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  · 

  18. 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  · 

  19. 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  · 

  20. 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  · 
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