Settings and activity

107 results found

1. Recognize Note References in Parentheses in FSS IC Test

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   Gathering Feedback  ·  1 comment  ·  Financial Statement Suite » Internal Consistency  ·  Delete…  ·  Admin →
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   Rachel Leininger supported this idea  ·  Jan 23, 2025

2. Template output from FE or DM

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   Gathering Feedback  ·  1 comment  ·  Core » Form Extraction  ·  Delete…  ·  Admin →
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   Rachel Leininger commented  ·  Dec 20, 2024  ·  Edit…  ·  Delete…

   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.

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   Rachel Leininger shared this idea  ·  Dec 20, 2024

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

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   3 comments  ·  Core » Form Extraction  ·  Delete…  ·  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  ·  Dec 20, 2024

4. Definition of output columns in form extraction

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   Under Review  ·  3 comments  ·  Core » Form Extraction  ·  Delete…  ·  Admin →
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   Rachel Leininger supported this idea  ·  Dec 20, 2024

5. Multi-tab template

   4 votes

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   Under Review  ·  0 comments  ·  Core » Document Matching  ·  Delete…  ·  Admin →
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   Rachel Leininger supported this idea  ·  Dec 20, 2024

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

   18 votes

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   New  ·  1 comment  ·  Dashboard and Advanced Reporting » Dashboard  ·  Delete…  ·  Admin →
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   Rachel Leininger supported this idea  ·  Dec 19, 2024

7. list of work done

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   Deferred  ·  0 comments  ·  Financial Statement Suite  ·  Delete…  ·  Admin →
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   Rachel Leininger supported this idea  ·  Nov 7, 2024

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

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   New  ·  1 comment  ·  Financial Statement Suite » Export  ·  Delete…  ·  Admin →
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   Rachel Leininger supported this idea  ·  Nov 7, 2024

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

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   Planned  ·  1 comment  ·  Financial Statement Suite » New Feature  ·  Delete…  ·  Admin →
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   Rachel Leininger supported this idea  ·  Nov 7, 2024

10. Check PY closing to CY opening

    5 votes

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    Gathering Feedback  ·  2 comments  ·  Financial Statement Suite » Prior Year Consistency  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Nov 7, 2024

11. FSS Prior Year Consistency check across multiple documents

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    Planned  ·  0 comments  ·  Financial Statement Suite » Prior Year Consistency  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Nov 7, 2024

12. disclosure checklist

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    Gathering Feedback  ·  1 comment  ·  Financial Statement Suite » New Feature  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Nov 7, 2024

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

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    Under Review  ·  3 comments  ·  Financial Statement Suite » New Feature  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Nov 7, 2024

14. Financial Statement Suite - Half-year review set

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    Gathering Feedback  ·  0 comments  ·  Financial Statement Suite » Prior Year Consistency  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Nov 7, 2024

15. marco.de.kruijk@bdo.nl

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    Under Review  ·  0 comments  ·  Financial Statement Suite » Internal Consistency  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Nov 7, 2024

16. Setting up an undo button

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    Planned  ·  1 comment  ·  Financial Statement Suite » New Feature  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Nov 7, 2024

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

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    Gathering Feedback  ·  2 comments  ·  Financial Statement Suite » Internal Consistency  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Nov 7, 2024

18. Allow for custom tickmarcks to be automatically applied.

    8 votes

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    Gathering Feedback  ·  0 comments  ·  Financial Statement Suite » New Feature  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Nov 7, 2024

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

    11 votes

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    Gathering Feedback  ·  2 comments  ·  Financial Statement Suite » Version Compare  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Nov 7, 2024

20. Make custom tickmarks more custom

    22 votes

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    Planned  ·  3 comments  ·  Financial Statement Suite » Comments  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Nov 7, 2024