203 results found
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callum.finister@azets.co.uk
OCR - Punctuation standardisation - apostrophes & quote marks
When running OCR on documents depending on font some punctuation, particularly apostrophes & quote marks, come out differently e.g. Group's vs. Group’s.
This causes issues when using the financial statement suite & version compare features in particular as a lot false changes get flagged which muddy the waters significantly. If logic can be built in so the characters used for apostrophes & quote marks are consistent across the board that would be ideal, I think this setting would be best as the default and having an option to switch back to…
1 vote -
callum.finister@azets.co.uk
Version compare - ignore headers/footers option
We often use version compare to look at drafts of financial statements, each draft usual has something in the header/footer to show when the draft was made so when looking at these in version compare theres a huge amount of flagged changes that we don't need to look at.
So if a range at the top/bottom could be set to be ignored or if we could enter specific text strings to ignore i.e. the draft message then that would make things much cleaner and the tool significantly more valuable
1 vote -
Ability to recognise and extract small tables
When adding specific page numbers to snip tables from (in v6), certain tables which have less than 3 rows and columns are not extracted. Would like if all tables irrespective of the number of rows and columns are extracted.
3 votes -
Search should not cover snips
Search (yellow highlight) covers snip results. This makes it difficult to view snip results in some instances.
In addition, search shows entire rows and not the exact search match.
1 vote -
Validation Snip Not Impacting Formatting of Current Text in Cell
Validation snip should not impact the formatting of current text in the cell when validate snipping in that cell.
Example being a date in current cell is validated with support and then it changes the date to be "General" formatting instead of "Short Date" formatting. Time loss having to redo formatting.
1 vote -
Document Match Showing Live Preview of Results "Snip Count = 50/75"
Add a count of snips/result a document match will return on step 3 of document matching. Could utilize the initial population to say "Snip Count = 25/75" then user would know to adjust/remove restriction such as removal of force match on same page of document and the count would live update to "Snip Count = 50/75". This would serve a similar purpose to the Form Extraction preview that live updates with changes in extractions.
1 vote -
Advanced extraction suite - other documents
Advanced Extraction Suite for paystubs and personnel action forms
2 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.
5 votes -
Datasnipper "Popout" as reviewer
When I review workpaper with snips, it pops up the embedded documents with the snips. Sometimes I just wanted to review the data but not the documents, but everything i clicked the data, it pops up the documents, and i have to constantly click to close it.
Can we put an option to stop the popup after we close it 5 times in a row or something?1 vote -
Financial statements extraction model similar to invoice extraction or contract extraction already available.
Financial statements extraction model similar to invoice extraction or contract extraction already available.
If the model could be trained to pull out statutory information like who signed & the date i.e. for the audit report / strategic report / Balance sheet; other useful statutory information would be things like accounting standards prepared under and who the ultimate controlling party is etc.
As well as other standard numerical info such as turnover, debtors, creditors, bank, employee numbers, etc.
1 vote -
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.
5 votes -
Redaction interacting with visible text
Redaction cut off portion of the word and therefore the rest of the word could not be snipped.
1 vote -
Copy and repeat paste
Copy - paste works once but then I need to re-copy to re-paste (I cannot copy then paste x3) - this impacts general excel functionality.
1 vote -
List comparison
Compare 2 user lists to identify changes (new users added, users removed, changes in user roles). User list files are pdf, txt, excel.
2 votes -
Matching text with Linebreak
During a contract review we wanted to check, if specific T&Cs are included in the contract. The clause in the contract is shown in 4 rows. When I use document matching, only the first row is extracted. This leads to false positives as errors of course could be in row 2 or 3. Document matching therefore should also "read further" and extract the whole paragraph
1 vote -
1 vote
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Filter for more than just document name
In the Document Organizer, I'd like to be able to use the Filter field on the file "Status" to select documents. For example: to apply OCR to all files that have "Status" of Contains Text or to select all files that imported corrupted to remove those files in bulk.
1 vote -
Indicate changes to snips made
When manually adjusting the snip, the font of the cell should change to a darker/other shade to indicate that the value has been altered.
1 vote -
Compile pages with Exception Snips
Instead of removing all pages that do not have exception snips, I would like to be able to compile all pages that have exceptions without removing/losing all the other pages from my excel file.
1 vote -
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
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