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Financial Statement Suite
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Financial Statement Suite
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Financial Statement Suite
Let us know what improvements you want to see in the
Financial Statement Suite!
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Description
Category
Mathematical Accuracy
Internal Consistency
Prior Year Consistency
Version Comparison
Tickmark Transfer
Comments
New Feature
Algorithmic improvements
UX updates
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Version 4 - December 2021
Version 4.1 - September 2022
Version 5 - March 2023
Future
Version 5.1 - September 2023
posts in
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All Categories
Mathematical Accuracy (11)
Internal Consistency (9)
Prior Year Consistency (7)
Version Comparison (9)
Tickmark Transfer (3)
Comments (3)
New Feature (10)
Algorithmic improvements (1)
UX updates (3)
Revert to prior functionality
In v4.1 when you select a number the flyout window opens when you first click a number so you can select the amounts it ties to. In v5 you need to click on a number twice to get the flyout window to open. Please revert back - needing to click every number twice (more if you need to remove the TM) is excessive, inefficient, and many users have complained about this change.
2
3
Manually link notes
Hi On my financials the numbers are sometimes not matching or the reference is linking to note number and not the figures - would it be possible to manually select where the reference is linking to? I realise the reference can just be moved when it is placed by the note number, but in some instances it is not picking up a similar number within the set of financials and it would be great to then just select where the corresponding reference is placed.
0
2
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.
0
6
Comments on the right pane
It seems comments can only be added on the pane to the left, whereas being able to add them to either pane would be very useful, as oftentimes I am reviewing 2 pages in tandem in this screen and want to add a comment on the right, but cannot.
0
1
Automatically Add Internal Consistency Tickmark
Would it be possible to automatically add tickmarks to internally consistent numbers? I realize single digit ones would clutter the document but even having all 4 or great digit numbers would be helpful
0
1
Flag on N/A
It will be useful to have some "flags" from FSS when the software identified consistency but does not find any conterpart.
0
1
Notes between brackets
Would it be possible for the FSS to pick up on IC's when the note numbers are in brackets instead of in a column before the amounts?
0
1
Allow difference up to
Add 'allow difference up to' for IC and PY consistency as well
0
1
Change linkage
We'd like the internal consistency to also have the option to change the linkage (highlighted in yellow) between prior year and current year manually. Sometimes the tool captures wrong figures not consitent to the prior year.
0
1
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