Financial Statement Suite
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      How to create a Mathematical Accuracy (MA) Suggestion in FSS

      In DataSnipper version 6.1 and later, you have the ability to create Mathematical Accuracy (MA) Suggestions with MA Suggestions Editor.

      About MA Suggestions Editor

      Ensure accuracy in your financial statements with our MA Suggestions Editor. When the Financial Statement Suite doesn’t capture all totals or correctly identify every part of a sum, you can step in. Simply create your own MA suggestions and define their context items. Plus, once you start working on a new version of the financial statement, the created tickmark will also transfer to the next version.

      💡 Please note that the ability to create Mathematical Accuracy suggestions is only supported by DataSnipper version 6.1 and later

      About the 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.

      Prerequisites

      • DataSnipper version 6.1 or later
      • Financial Statement Suite Add-on Module

      Creating a Mathematical Accuracy Suggestion

      Video Tutorial

      Step-by-step guide

      1. Begin by clicking the Financial Statement Suite button in the top right-hand corner of the DataSnipper tab within Excel.
      2. Select the current and prior year versions of your financial statement to start the tick & tie.
      3. DataSnipper automatically places suggestions of valid totals and errors. By hovering over the numbers, you can quickly analyze the suggestions and place tick marks.
      4. If you identify that a suggestion is missing, you can add it yourself.
      5. Click on the sum, and then click ‘Create Suggestion’.
      6. Drag your cursor over the numbers that you want to include in the calculation to verify its mathematical accuracy.
      7. Click ‘Finish’.
      8. You have successfully added a new mathematical accuracy suggestion.
        FSS v6.1 - create ma suggestions
      9. Once you start working on a new version of the financial statement, the edited tickmark will also transfer to the next version

      Please note that the Financial Statement Suite is a separate paid add-on module and is supported by DataSnipper version 4.0 and later.