198 results found
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Option to undo the ''remove header'' option once applied
Would like to have an option to undo "remove header'' in the table snip or have an option to add that back if it's been removed by mistake.
14 votes -
Single PDF, multipage Invoice Extraction
Allow invoice extraction on single PDF with multiple invoices, without needing to split PDF into separate invoices
9 votes -
Formulae in sample for Template
Sometimes the input cell of a document matching setup contains a formula (it is based on other cells within the sheet). It would be nice to maintain this formula when saving the template.
6 votes -
Disable table snip suggestions by default
I would like to be able to disable table snip suggestions as a default setting, that way I don't have to disable that feature in every workbook I open. I don't utilize the suggestions much more often that I do use them, so they tend to get in the way.
10 votes -
Disable Document Viewer on program start
Hi,
users reported that if they import PDFs into an Excel File using DataSnipper, the document viewer opens that file everytime you open the Excel document.
It would be nice to have an option to prevent DataSnipper Document Viewer from opening when opening an Excel File that contains imported PDFs.
Regards34 votes -
Automatically apply OCR should automatically run OCR on all documents, not only those that have no text layer
The automatically Apply OCR run only when there is no text detected in the document. By default, if there is text detected, it wont run.
I would prefer an option to automatically run OCR on all imported documents, irrespective of their initial status.
3 votes -
DataSnipper imported documents checking feature
Before archiving workpapers in the audit file, the end-user might be required to remove any imported documents using DataSnipper. The necessity of removing documents is dependent on the firms documentation requirements.
Currently it is time-consuming to go through all the excel workbooks and remove imported documents. Can a feature be developed which
1. identifies workbooks in a selected folder that have Imported Documents
2. Provides an option for the end-user to bulk remove imported documents11 votes -
Indicate when there is no exact match
For document matching, when there is no exact match (f.e. when fuzzy text match or a threshold is enabled), it would be nice if the output would somehow indicate that there is no exact match. For example by giving the snips that do not have an exact match, a different colour.
20 votes -
Extract checkmarks and tickmarks from forms
It would be useful if Form Extraction was able to extract checkmarks and tickmarks from form boxes. This is prevalent on many tax forms as well as some forms audit teams review during test of detail.
3 votes -
Additional fields for Contract Extraction
Contract Extraction - fields that are important: Term and Notice period
4 votes -
15 votes
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Document Matching + Form Extraction (VLOOKUP)
It would be very helpful if DataSnipper could essentially perform a VLOOKUP based on snipped data. For example, if a text snip or form extraction scrapes an employee's name from the sample supporting documentation, the tool would then automatically pull in the job title of the approver (based on a separate HR Excel listing that we can also import into DataSnipper), and input it into the cell in the adjacent column. The idea would be that as employee names are populated from the supporting documentation, the associated job title would be pulled in automatically (basically a VLOOKUP but native to…
20 votes -
Preference setting to choose viewing option
I would like to suggest a setting that would allow a person to change their excel options for their viewer preference. Myself, I almost always work with the viewer in another window, since it can take up a lot of space in a large excel sheet. Having a spot where a person could set it to automatically go there every time I create or open a file would be a very nice option.
5 votes -
Additional Invoice and Receipt Extraction fields
Tax % field and Line items field
4 votes -
Updating signs within sum snip
It would be nice if the sum snip would retain the initial sign adjustments when an additional item is added in. Currently if you have a (500+400-100) and then add in a +200, the -100 reverts to a plus 100.
3 votes -
template sharing user to user
sharing templates user to user on clients (document matching and form extractions) without putting them as company templates which we do not want to do as we have thousands of users that have specific needs to each of their clients and team members must have ability to have templates created by one user be transferrable to another instead of the big waste of time of having each user have to recreate the template from scratch when the work is reassigned on a client staff. This is important and we were told will be addressed in v5.1 in 2023 yet we…
8 votes -
Change notification to 'File type not supported'
When importing a powerpoint file (which is a not supported file type by DS), user gets notification 'Document not imported. You have already imported these into DataSnipper'. This is misleading as it looks like the document is already imported (which is not the case). Instead of this notification, can we change the notification to 'File type not supported, try printing it to pdf before importing the document instead'. Or something similar :)
9 votes -
Template Search Bar
Under company templates, there should be an option of a search bar in order to search for specific templates, as in those cases where there a huge number of templates created under company templates section, it becomes a tedious task when looking for a specific template.
3 votes -
Redact text for multiple forms
Use form extraction to redact text fields over multiple of the same forms. An example could be redacting social security numbers on all payslips at once.
20 votes -
Consistency in decimal recognition
DS should make use of the standard method of decimal identification and apply that to all numbers within a document.
i.e. 8,930.15: ","is a thousand separator while "." is a decimal separator. If this is the standard for all numbers in a document, then a number presented as 45.118 should be read with "." as a decimal separator (not a thousand separator).
8 votes
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