Frequently asked questions about DataSnipper's Financial Statement Suite module.
Does Financial Statement Suite only work for numbers?
Financial Statement Suite only performs tests on numerical values, excluding numbers within a paragraph of text. To check consistency in disclosures, use Version Comparison outside of Financial Statement Suite, which highlights all changes rather than numeric ones only.
Can you manually perform a mathematical accuracy check?
Yes. Selecting the calculator icon (top right) lets you manually add up numbers. Click the calculator, then drag to select the amounts you want to verify.
Why do some numbers require manual calculation?
DataSnipper flags items as inaccurate only when it is reasonably certain they should have summed together. If the difference is too large, DataSnipper assumes the amounts were not intended to sum, so no flag appears. Use the calculator icon (bottom right) to manually check those cases.
Can tickmarks be customized?
Yes. Select any applied tickmark and choose Custom tickmarks. From there, update it to an existing custom tickmark or create a new one.
Can Financial Statement Suite check internal consistency between a trial balance and a financial statement?
No, this is not supported within Financial Statement Suite. Use Document Matching instead: the trial balance data can be used as input to match against figures in the financial statement report.
Can DataSnipper recognize negative numbers?
Yes. DataSnipper recognizes numbers as negative if they are in brackets or have a minus sign before or after them. If a number is not immediately recognized as negative, use the Recognize Text feature to overwrite the previous text layer with DataSnipper's OCR technology.