How to add a Custom Tickmark on your Financial Statement Suite

In DataSnipper version 4.1 and later, you have the option to create a custom tickmark to document your findings.

About Financial Statement Suite

Financial Statement Suite (FSS) is a separate paid DataSnipper Add-on module. FSS automatically analyzes your financial statements and helps to both perform and document all financial statement procedures extremely fast, while relying on your judgment – improving standardization and the overall quality of procedures. Plus, once you start working on a new version of the financial statement, the created tickmark will also transfer to the next version.

Custom tickmarks

Optimized to strengthen your documentation, users can create custom tickmarks. By adding custom tickmarks, you can conform to your organization’s documentation standards. Default tickmarks can be set at an organizational level as well. Custom tickmarks help audit staff to effectively document their findings.

Choose your Financial Statement Suite version:

👉 DataSnipper version 25.1 or later

👉 DataSnipper 4.1

DataSnipper v25.1 - Custom tickmarks

1. Begin by clicking the Financial Statement Suite button in the top right-hand corner of the DataSnipper tab within Excel.

   1. Alternatively, you can launch FSS directly from your desktop by creating a shortcut or pinning it to your taskbar for easy access. You can also open an existing project you've already started working on.

2. Financial Statement Suite will open in a new window. You can import an existing tick and tie project from your desktop with the ‘Import Project’ option.

3. You can also click on the blue button to Start a new tick and tie.
4. Import your current (and prior year) version(s) of your financial statement to start the tick & tie.
5. When you click on any amount within the financial statements or any finding a pop-up will show up.
6. You can then click on "Custom Tickmarks" in which you will be able to see the option to "Add custom tickmark".
7. You can give your tickmark a title, characters used for the tickmark, and decide if it indicates correct/incorrect.
8. Once you click Ok, the tickmark will be created and ready to use.

DataSnipper 4.1 - Custom tickmarks

1. Begin by clicking the Financial Statement Suite button in the top right-hand corner of the DataSnipper tab within Excel.
2. When you click on any amount within the financial statements or any finding from the findings sidebar, a pop-up will show up. 
3. You can then click on "Custom Tickmarks" in which you will be able to see the option to "Add custom tickmark".
4. You can give your tickmark a title, characters used for the tickmark, and decide if it indicates correct/incorrect.
5. Once you click Ok, the tickmark will be created and ready to use.