259 results found
-
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 -
Document folders
When choosing documents for form extraction, you should be able to choose from an existing folder - this feature is available in document matching already.
Thanks1 vote -
Adding a Horizontal Scroll Bar
When switching PDFs in the Document Viewer, if the file name is long, only part of the title is visible on the window. As a result, it is necessary to hover over each item to check the file name or input it in the Filer, which is inconvenient. Therefore, it would be greatly appreciated if a horizontal scroll bar could be added to the window.
1 vote -
When switching PDFs in the Document Viewer, if the file name is long, only part of the title is visible on the screen. As a result, it is ne
When switching PDFs in the Document Viewer, if the file name is long, only part of the title is visible on the window. As a result, it is necessary to hover over each item to check the file name or input it in the Filer, which is inconvenient. Therefore, it would be greatly appreciated if a horizontal scroll bar could be added to the window.
1 vote -
Improve Multiple Validation Snips Handling
Problem Statement
When using multiple validation snips in a single Excel cell, deleting one validation snip can result in unexpected behavior:
- Loss of important documentation text when removing validation snips
- Inability to selectively remove individual validation snips while preserving others in the same cell
- Inconsistent behavior when using "Remove snip but keep cell content" option with multiple validation snips
Impact:
This issue affects audit workflow efficiency and documentation quality in several ways:- Users lose valuable documented insights and testing notes
- Need to manually rewrite deleted content
- Risk of incomplete documentation if users forget details that were deleted
- Additional time spent…
1 vote -
Allow editing of saved personal templates instead of having to save a new version.
Once a user creates a template, if they want to edit the template, they are required to save a new template. It would be beneficial if they could simply edit the template and have the changes saved instead of having to save another template.
1 vote -
Disable simultaneous scrolling within version compare
When running version compare, there should be an option to disable the simultaneous scrolling of both the old and the new version (this is particularly due to the fact that the new version of the document could contain more pages than the original document which results in the review process being disrupted).
1 vote -
Disable simultaneous scrolling within version compare
When running version compare, there should be an option to disable the simultaneous scrolling of both the old and the new version (this is particularly due to the fact that the new version of the document could contain more pages than the original document which results in the review process being disrupted).
1 vote -
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 -
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 -
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 -
Export with folders
Offering the option to export documents incl. the folder structure created in the document organizer. This can be super helpful when working with counterparties that don't use DataSnipper yet and need to receive my documentation such as tax authorities or private individuals.
1 vote -
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!
-
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 -
Allow document match to force match to same paragraph.
Editing the force match same row (or adding a new option) to not be as dependent on the table snip identification.
1 vote -
Maintain document formatting
Specifically for table snip, allow formatting such as bold, italics etic. to be retained when snipping.
1 vote -
2 licenses
Have the ability to toggle between different licenses to allow easy testing of the latest insider release without compromising on the ability to quickly revert to the public release stable versions.
1 vote -
Ability to rotate and adjust the angle of the snips
It would be great if we can slightly rotate the snips for documents (especially handwritten) which are at an angle.
1 vote -
Document Highlight
Is it possible to highlight information in a document without creating a snip.
1 vote -
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
- Don't see your idea?