302 results found
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select page range
It would be great if you could select specific pages within a confirmation when doing document matching. For example when tying out security positions held at year end for investment funds - usually there is an open positions page and then trading activity - when running document matching it often pulls information from trading activity - it would be great if we could specify the pages with open positions to run document matching on and avoid the document matching including items from trading activity.
1 vote -
Validation snips need to be considered "snips"
I just used the feature in which I removed all pages that don't have snips and unfortunately, I just learned (the hard way!) that apparently "validation snips" are not considered "snips", so all pages that I had validation snips on just got removed... I am assuming this was not user error, so if that is the case, then why would validation snips not be considered a "snip"?
1 vote -
Paste on Import - Central control of settings
We get resistance in our organization for using DataSnipper, when auditors already have access to the client ERP system. This can be solved easily with toggeling the paste on import button. Engagement teams might not receive our messaging, and it will decrease adoption. We should be able to set paste on import as a standard setting from the country manager module.
4 votes -
Excel Book Splashscreen should not appear every time you open a DataSnipper enabled Excel Document
2 scenarios:
1. New fresh excel opened and no Data Snipper functions have bene utilised on the file - DataSnipper Splash screen does not appear on excel startup.- Excel document utilises DataSnipper functionality: currently, the DataSnipper splash screen comes up every single time you open the document. It should, at maximum, show once per user per document. This means once I've seen the splash screen once (per document), next time I open the excel you should not be showing me the splash screen.
Or, just make the splash screen easier to close. ie 'ok' should take you to the next…
1 vote -
have the output as a validation snip not a text snip
submitting on behalf of a client who requested the ability to set up a document match where the output cells were validation snips instead of text snips
1 vote -
Automate import via VBA
I want the ability to automate the import of documents via VBA. I would like to be able to either make Datasnipper import documents I have on my clipboard or a filepath I give it. Not sure the technical implementation on Datasnipper side, but some way of calling a VBA function or something similar would be nice. This would allow us to automatically import documents for the auditors instead of them having to find the PDF and ctrl + c and ctrl + v
1 vote -
Bulk Renaming of Imported Files
Ability to rename imported files in bulk — while it’s generally best to rename files prior to import, in practice, auditors often need to review and work on the files first before they can organise and rename them.
1 vote -
Tablesnip - Color considerations in table snip
Can Table Snip take colors into account in a PDF?
For example, I have a PDF that is an inventory list. Some of the product names span multiple lines, which causes Table Snip to create multiple rows, that I have to adjust for the corret formatting.
The rows have different colors in the PDF document, so is it possible for table snip to look at the colors instead of the text?
That way, I can avoid making a lot of adjustments across all the tables in my PDF where this issue occurs, and I have to adjust til rows.
1 vote -
File Path
It would be great if there was another way to see the file path of imported files, such as in the document organizer, to ensure all files were imported from the correct place (i.e. a shared drive) before turning off the "embed PDFs" option. Sometimes the "Datasnipper" tab does not show up when a file is imported, maybe it was previously deleted for example, and this appears to be the only way to view the file path of an imported file.
1 vote -
Workbook Scanner - Document Names
Workbook scanner: Would like the ability to expand or review document names within the excel documents so you can remotely review for accuracy rather than needing to open new windows.
1 vote -
markup
It would be beneficial to have some kind of Markup summary / window, similar to “show all comments”.
1 vote -
Company Templates Access Control
It would be very useful to have the ability to share a Template within the organization, but limit access to specific users or groups. This would allow for better control over who can view or use certain Templates, especially in larger teams with different roles or responsibilities.
2 votes -
Select specific tabs within a workbook to impot into DS instead of having to import the entire workbook.
Select specific tabs within a workbook to impot into DS instead of having to import the entire workbook.
2 votes -
Snip all tables output into different sheets
Request for EY - Ability to snip all tables of a document into different sheets of a workbook.
1 vote -
Excel Slowness
DataSnipper makes Excel launch significantly slower than if we have the add-in disabled. There is also random freezes that occur which do not happen if the add-in is disabled. Is there something that can be done to improve this? We are running the latest version of the add-in 25.1.7.0
2 votes -
Please fix the Sum Snip function
The latest version 25.1.7 has broken the Sum Snip function.
You won't be able to sum up figures into a merged cell. You have to unmerge the cell first. Otherwise, it will behave as if the OCR was not done.
Please fix it, thanks.2 votes -
One snip across two different pages -> more than one snip per cell
Critical information in documents sometimes runs across multiple pages, or at least two. To snip that information, I need to make separate snips, and I cannot add the information from cells A1 and B1 into solely A1. Would it technically be possible to add multiple snips, from potentially different pages, into one cell?
1 vote -
Add 'signature validation' from AI Suggestions
Add a new extraction to the AI Suggested fields generated from identity documents under Advanced Document Extraction to include a text snip on signatures as part of compliance testings - looking for the handwritten signature that is typically denoted as "Signature" or "Signature of Employee" on US I-9 Forms for example. The text could be exported to Excel in green / as validation snip the signature 'fuzzy matches' the "First Name" + "Last Name" of the document.
1 vote -
Identify Percentages
Currently, Datasnipper does not have the capability to see percentage signs in order to document match percentages in excel to a document. It leaves those columns blank because, for example, excel sees 0.01% but DataSnipper sees that in excel as 0.001 and is unable to match that to a document. Adding the functionality to be able to document match percentages would help out a lot for the reports we review.
3 votes -
XBRL
The NBA just recently published the NBA Alert 50
This basically says we must compare the statutory accounts (financial statement) with the XBRL financial statements (either before or after it is rendered to a readable format for us) to ensure the content is in alignment (and thus the company can publish the XBRL file accompanied with our auditor’s report).
o XBRL comes down to that the statutory accounts are ‘tagged’ using a taxonomy to make it machine readable.
That raises the question to what extent the FSS could be used for this compare, in essence all the…1 vote
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