42 results found
-
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.
21 votes -
11 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.
10 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.
-
Delete Files without Snips
It would be nice to have the feature to remove all Files/Documents without snips not only all pages without snips. So the documents with snips stay in excel as a whole and the the documents not needed can be deleted easily
10 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!
The functionality is currently achievable via the Document Organizer. Sort all documents by snips, select documents without snips and remove.
Upcoming UI improvements will hopefully make this even easier.
-
Interface with ERP to obtain documents from the ERP directly
Request coming from financial control departments: next to having document matching, I'd love to have a plug in that can also automatically extract the documents related to the selected samples from the ERP system
10 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!
-
Capture Checkbox Statuses as True/False Parameters in DataSnipper
Currently, DataSnipper lacks the functionality to automatically recognize and capture the status of checkboxes within documents. The proposed feature aims to enable DataSnipper to identify checkboxes and classify them as 'True' for checked boxes and 'False' for unchecked ones. This capability would significantly streamline the process of analyzing forms and checklists, reducing manual data entry and increasing accuracy. The addition of this feature would enhance DataSnipper's utility in processing a wider range of document types, particularly those commonly used in surveys, applications, and various compliance forms
9 votes -
Translate Snip Function
Add a translate Snip function. We often get documents in Spanish, so it would be handy to be able to Snip the Spanish comments and have it translated into English for our working paper.
9 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.
8 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!
-
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.
8 votes -
Switch between OCR
Add possibility to switch between different OCR servers. The reason for this request is for service delivery centers that work for different countries and therefore want to switch between OCR servers to stay compliant with data regulations.
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!
-
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…
6 votes -
Authenticity of documents
This idea is coming from a comment that was made by a (government audit) client: It would be great if DataSnipper would have software embedded in the tool to check the authenticity of documents.
Examples could be that DS could recognize if an image is pasted into a pdf document, or if for example, an IBAN number (should always be 34 characters), on an invoice has 33 characters instead. In this way we can help auditors identify potential fraud or misleading.
This feature would be super useful not only for government audits but also for external, internal audits, FC, tax…
6 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!
-
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.5 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!
-
Automatically resize columns with snipped data
Problem statement: Sometimes when DataSnipper places snips the text is longer than the column width is sized for, this results in lack of readability and excel displays ####, the user must then manually resize columns (using ALT + OCA or Double clicking the headers).
Solution Suggestion: Can DataSnipper programatically resize the column width to automatically show all data when its snipped?
5 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!
-
Signature Snip
Working with signatures and verifying that a document is signed is always a key part of audit procedures however given that there is a mix of wet and e-signatures it can be complicated to actually understand if your document has been validated.
Signatures are never recognised by OCR given their "hieroglyphic" nature and therefore it is difficult for automated systems to recognise them.
With the signature snip, users could perform multiple actions:
- Apply an esignature to a document.
- Verify a wet signature for IPE purposes
- Check that an esignature is included.
5 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!
-
DataSnipper included in google sheets
We use google sheets to document our procedures. We would like to have DataSnipper available in google sheets.
5 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!
-
Document Classification
Recognize the documents imported. Recognize if they have the same layout. Classify the documents automatically.
5 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!
-
Round Decimals to Whole Numbers
There should be a way in DataSnipper when you are making a snip to check a box that will round the snip to the nearest whole dollar.
4 votes -
Intuitive Template Deletion
Can we implement a more intuitive method for deleting DM/FE templates, such as using a three dots menu? The current method, which requires a right-click, is not user-friendly. A more straightforward deletion process would simplify template management and reduce user frustration
4 votes -
Request Snip
Users spend a lot of time building PBC request lists when a lot of this information is already contained in prior year workpapers, sometimes you have examples from proforma clients or other templates which you would want to share with your client.
The request snip could allow users to snip a document or a table of sample items in a workpaper and then automatically populate and send the request through the relevant PBC portal.
4 votes
- Don't see your idea?