259 results found
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Custom Extraction field options
Allow more options within each extraction model as well as allowing custom extraction options.
40 votes -
Enhance OCR accuracy to distinguish currency symbol and number
Currently, in Document Matching, Form Extraction, etc., a currency symbol such as "￥" is recognized as a number"1" or "7" when extracting the amount of money, especially if it is handwritten.
Ideally, improve the accuracy of OCR to distinguish between currency symbol and number.14 votes -
More Flexibility in Excel to PDF Import
When importing Excel workbooks, DataSnipper currently creates separate PDFs for each tab, saved in the original folder. This can lead to a cluttered and disorganized folder structure.
Requested Features:
Selective Export: Allow users to choose which tabs to export as PDFs.
Destination Folder Selection: Let users specify a folder for saving the exported PDFs.
Single PDF Export: Provide an option to export all tabs into a single PDF.Benefits:
Reduces clutter in the original folder.
Provides greater control over file management.
Simplifies document management and enhances user experience by allowing a single cohesive view of the entire workbook.21 votes -
Multi-language support on UI level
Would be great if our tool supports languages besides English on a UI level. Getting push back from prospects in Taiwan & Korea (Crowe Taiwan, UHY Taiwan & UHY South Korea) as English is not their main language and they find it difficult to navigate a tool that does not support their local language.
19 votes -
Integrate feedback and support to excel
Allow, with userbase licence, to easily give your feedback and fill a support ticket inside excel.
No more need to get on another website, and sign-up / sign-in. Just click on a button, a windows open to complete the form (NPS or support). So we never leave excel again.11 votes -
DataSnipper intergration with DATEV
It would be helpful to have an integration to DATEV e.g. for using DataSnipper in DATEVs "Individuelle Anlagen", analysis etc.
7 votesThis has been deferred (not planned for the next 6 months).
Please continue to share this idea, we will continue to monitor for votes and comments!
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Template output from FE or DM
Currently any output from FE is named "Form Extraction" and the next is differeniated by "Form Extraction #". Instead, I would like the output of a Featured, Company or My Template to be i.e. "Form 5500 - Extract" instead of "Form Extraction" So, if you are using a template from FE or DM, the name of that template should be the name of the Excel tab when you export into Excel.
4 votes -
Recognition of alternative decimal / a thousand separators
There a many types of documents which use alternative decimal / a thousand separators such as in tax forms or payroll registers. These forms or system print-outs often use pre-set bars or grids to separates figures. It would be extremely helpful if DataSnipper could detect the logic behind these formats and extract information correctly.
4 votes -
Single PDF, multipage Invoice Extraction
Allow invoice extraction on single PDF with multiple invoices, without needing to split PDF into separate invoices
31 votesThis has been deferred (not planned for the next 6 months).
Please continue to share this idea, we will continue to monitor for votes and comments!
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Table Snip in Form Extraction should not be fixed
Under the current table snip in Form Extraction, the table as are fixed which will not account for table length variability. (also and issue with extractions as well). If the table would account for variability, like snip all tables, it would be more functional
6 votes -
Client ID/Reference Code in DS Toolbar
Introducing a feature in the DataSnipper (DS) toolbar to add a client ID number or internal reference code could be a valuable enhancement for your clients. This would allow them to easily track which clients they have used DataSnipper on, and which they haven't, thereby improving their ability to manage and analyze their work across different clients.
9 votesPlease could you provide some user scenarios for how this would address specific problems that our clients are facing.
If there are any customers who have mentioned this as a desired feature please link them to the idea so that we can reach out and understand the problem they are trying to solve.
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Allow folders in Version Compare
If there is a large list of docs imported to a workbook it can be difficult to find the right docs in the version comparison set-up. It would be helpful to navigate via the folder structure to the relevant documents (similar to Form Extraction).
1 vote -
Search and snip from only selected files (instead of all of them)
Would like the ability to search and snip within certain files (not all files uploaded). When you filter for files, it will limit the files that appear but when using the search bar it will search through files outside of the filters.
8 votes -
Ability to create excel sheet templates and store them within DataSnipper.
Ability to create excel sheet templates and store them within DataSnipper.
Problem: Currently external & internal auditors use templates for completing audit procedures. This requires ecxel templates to be created and maintained within a shared document storage such as Sharepoint. Users will then download the files to their local machine. This leads to templates becoming outdated and also having a lack of insights about the useage of the templates.
It would be valuable to have an option to create, upload and manage excel templates into DataSnipper. This would allow users to create excel file templates directly from DataSnipper. To ensure…
3 votes -
Identification when a snip has been edited
If a snip is edited after the fact (i.e. change the numbers in a sum snip or change the text in a text snip). It would be great to have a clear indication of this.
6 votes -
11 votes
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Feature for Document References / IDs
When working with lots of documents it can be helpful to create document IDs that can be autogenerated and be put on documents as well. This would be super helpful when documents need to be exported to keep an overview which document belongs to what what cell/line in the excel spreadsheet.
This is super helpful if the counterpart doesn't use DataSnipper such as tax authorities or private individuals.2 votesThis has been deferred (not planned for the next 6 months).
Please continue to share this idea, we will continue to monitor for votes and comments!
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Provide the DataSnipper ribbon and instructions in local languages
Currently the DataSnipper application is provided in English only. Excel itself supports local languages in its ribbon and content. It would be nice if DataSnipper also could follow the local language settings of the computer.
2 votes -
Bank reconciliation advanced extraction
Set up an AI Extraction model for bank reconciliations. Could bring out bank statement ending balance, ledger balance, total outstanding checks, total deposits-in-transit, etc.
1 vote -
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
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