72 results found
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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 -
Disable table snip suggestions by default
I would like to be able to disable table snip suggestions as a default setting, that way I don't have to disable that feature in every workbook I open. I don't utilize the suggestions much more often that I do use them, so they tend to get in the way.
13 votes -
Disable Document Viewer on program start
Hi,
users reported that if they import PDFs into an Excel File using DataSnipper, the document viewer opens that file everytime you open the Excel document.
It would be nice to have an option to prevent DataSnipper Document Viewer from opening when opening an Excel File that contains imported PDFs.
Regards37 votes -
Additional fields for Contract Extraction
Contract Extraction - fields that are important: Term and Notice period
5 votes -
Indicate when there is no exact match
For document matching, when there is no exact match (f.e. when fuzzy text match or a threshold is enabled), it would be nice if the output would somehow indicate that there is no exact match. For example by giving the snips that do not have an exact match, a different colour.
20 votes -
Additional Invoice and Receipt Extraction fields
Tax % field and Line items field
5 votes -
Document Matching + Form Extraction (VLOOKUP)
It would be very helpful if DataSnipper could essentially perform a VLOOKUP based on snipped data. For example, if a text snip or form extraction scrapes an employee's name from the sample supporting documentation, the tool would then automatically pull in the job title of the approver (based on a separate HR Excel listing that we can also import into DataSnipper), and input it into the cell in the adjacent column. The idea would be that as employee names are populated from the supporting documentation, the associated job title would be pulled in automatically (basically a VLOOKUP but native to…
20 votes -
Preference setting to choose viewing option
I would like to suggest a setting that would allow a person to change their excel options for their viewer preference. Myself, I almost always work with the viewer in another window, since it can take up a lot of space in a large excel sheet. Having a spot where a person could set it to automatically go there every time I create or open a file would be a very nice option.
5 votes -
Redact text for multiple forms
Use form extraction to redact text fields over multiple of the same forms. An example could be redacting social security numbers on all payslips at once.
20 votes -
Disable automatic datasnips search in documents
Recently, while using the program, I have noticed that it automatically searches for and retrieves snips of text from various documents. While this feature can be useful in most cases, it causes Excel crash very fast (even if imported documents are compresed). Therefore, I would greatly appreciate it if the automatic data snip search could be disabled by pressing an option button, similar to the calculation options in Excel.
14 votes -
Bring back multiple tests for DM
Bring back the option to add multiple tests for document matching in one workbook.
20 votes -
Enhanced Document Matching
I'm looking to enhance our current document matching capabilities with a feature that closely resembles the VLOOKUP function in Excel but extends this functionality to search within documents. The feature would streamline the process of verifying numerical amounts or specific data points against those listed within a given document.
The envisioned feature would work as follows: A user would input a unique identifier (e.g., a policy number, transaction ID, etc.), and the system would then locate this identifier within a selected document. Upon successful identification, it would prompt the user to define the data extraction parameters, allowing for the automatic…
3 votes -
Sort snips in Excel
It would be great if it was possible to perform sort through Excel functionality on snips inserted into Excel without messing up the DataSnipper links to the documnet.
20 votes -
Introduce a table snip setting where you can request that rows are not automatically identified
I use Table Snip all the time and while I like that the Table Snip feature "automatically' identifies the columns and rows, there are times where I would prefer that the tool not try to identify the rows - especially when there are several of them... for one, when you click on "edit rows", often times its very hard to decipher just where the rows have been identified if you haven't established the boundaries of the rows yourself... it'd be nice to have a click where you can easily delete the suggested rows - something like a "bulk delete suggested…
2 votes -
Toggle on the add-in
This is for those that have multiple add-ins on their Microsoft Excel program that may not use DataSnipper every time Excel is opened. The DataSnipper add-in is loaded 100% of the time - it would be helpful to have some convenient toggle to “turn on” or “turn off” some or all of the add-in features. This can be done using File > Options but it’s inconvenient.
1 vote -
Shortcut to search
I'd like to be able to click into a cell to populate the Excel formula bar + Document Viewer Search field and then use a shortcut / hot key to search, rather than clicking on the magnifying glass. This would allow faster querying of the files within and allow ease of navigating to the intended value.
1 vote -
Change Form Extraction Orientation from Columns to Rows
Description:
The current orientation for data extraction is column-based, which presents challenges for accounting team's workflows. The data is more intuitive and accessible when the descriptions are aligned in rows, as this format closely mirrors accounting software and ledger formats commonly used in the industry.Benefits:
Aligns with standard accounting practices.
Improves readability and usability for accounting personnel.
May enhance data entry speed and reduce errors.Previous Discussion:
This issue has been raised previously and remains a significant point of concern for the user experience within accounting department.3 votes -
WebSnip - HTML Table Extraction
Within the websnip currently the table extraction works very well, however given that HTML Pages will have a table included in code it would be even better if you were able to auto-table snip the table based on code.
This would have multiple benefits such as making tabular extraction more accurate and improved UX in extracting tabular data.
1 vote -
Receipt Extraction Rotation
Problem Statement:
When using features like Receipt extraction quite often documentation is provided in various rotations, the tool is able to extract the information from these documents but it can be annoying to work with these documents or review the results as you are manually rotating pages a lot, some expense reports could include hundreds of receipts.
Solution Suggestion:
Once receipt extraction is completed it would be great to be able to automatically rotate the receipts through increments of 90 degrees so that the cross references are readable.
1 vote -
PDF Comparison
Have datasnipper compare two different versions of a PDF in excel. I.e. V1 and V2 reports.
Datasnipper will then create a new tab with a list of exception snips that highlight any differences between the two pdfs.
1 vote
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