101 results found
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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.
19 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.
7 votesThis has been deferred (not planned for the next 6 months).
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Single PDF, multipage Invoice Extraction
Allow invoice extraction on single PDF with multiple invoices, without needing to split PDF into separate invoices
31 votesThis has been deferred (not planned for the next 6 months).
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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 voteThis has been deferred (not planned for the next 6 months).
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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).
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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 -
Remove option, of remove pages with snips
It would be nice to have a remove option of remove pages with snips, so I can bulk remove duplicate sample pages for a more accurate document match, like removing all the checks from a combined pdf, that also includes invoices.
5 votesThis has been deferred (not planned for the next 6 months).
The problem noted of removing duplicate sample pages for a more accurate document match is something we would like to consider solving. An option to remove documents with snips however introduces an option to essentially remove links for work performed with DataSnipper.
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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.
7 votesThis has been deferred (not planned for the next 6 months).
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Be able to snip within an excel workbook.
Typically we have our audit test papers in excel. The first tab is the lead schedule with all the line items being tested including some links to what we snip. Usually on subsequent numbered tabs we will paste screenshots of approvals/ snippets of calculations. It would be useful to be able to use the leadsheet to be able to snip data pasted as images or tables in the subsequent tabs of the same excel file.
1 voteThis has been deferred (not planned for the next 6 months).
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File Size Bar
Can we consider adding a bar in the document viewer or organizer to monitor the total size of imported documents? It would display how close users are to the recommended 100MB limit, offering a visual guide to help them manage file size, even if they choose to exceed it.
2 votesThis has been deferred (not planned for the next 6 months).
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Provide further options for configuring private OCR endpoints
Currently, it is only possible to authenticate to the OCR endpoint using an API key. There are other (more secure) authentication methods available to be configured on these resources within Azure. It would be beneficial if DataSnipper would support changing the authentication method that DataSnipper uses
1 voteThis has been deferred (not planned for the next 6 months).
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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?
3 votesThis has been deferred (not planned for the next 6 months).
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DataSnipper will help determine the sample size and select the defined samples from the general ledger, taking materiality and other factors
Since DataSnipper now assists in matching samples with relevant supporting documents, it would be great if it could also handle sample size selection, making it a one-stop platform for both selecting and testing samples.
1 voteThis has been deferred (not planned for the next 6 months).
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Header and footer extractions
Have an option for "header" or "footer" in form extraction, so that it will autofill blank cells below or above with that value.
5 votes -
reference
Quick way to insert workpaper reference in PDF
Request to implement a feature in DataSnipper where users can insert work paper references in PDF in easy and quick way (e.g. one-click of “ref insert” button).
To elaborate more on this use case:
For example, when conducting a balance confirmation as part of the audit procedures, all the information (amounts, etc.) stated in the confirmation letter (PDF) collected should be verified and linked to the relevant audit working papers. To keep a record of this linkage, it is required to include the workpaper reference near the applicable information (amounts, etc.) within…2 votesThis has been deferred (not planned for the next 6 months).
With DataSnippers baseline functionality the need to reference is bypassed. The supporting documents are embedded within the working paper directly and the snips create a direct link to the location on the supporting documents which is relevant for the work.
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Adding the SAME comment across multiple imports
It would be a nice feature to be able add a comment across multiple imports at the same time... let's say for example, I have 100 PDFs that are imported and as a reviewer, I have gone through maybe a handful of those imports (say, 40 out of the 100) when I need to transition to something else, it'd be nice to have a feature to say, - hey, on these imported documents, I want to add a "Reviewed by AG on 9/19/2024"... something like that... I was also thinking it would be nice to add, say, sequential comments across…
1 voteThis has been deferred (not planned for the next 6 months).
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Optionality to exclude columns/rows from a snipped table
Table snips is a great feature, but it would be nice if I could choose columns or rows that I want to exclude from a table snip - I know you can do this once the table snips is in Excel, but it would be nice if I could do this while working in the Table snip feature itself... for example, let's say I have a table with 7 columns, and I only want to bring over 3 of those seven columns into Excel. It would be nice if I could work within a Table snip and basically only bring…
1 voteThis has been deferred (not planned for the next 6 months).
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Automatically Compressing Documents
Automatically compressing documents on import. Default or optional setting. Perhaps a pop up when threashold is reached giving you the option to compress then. Clients cannot easily find or even know that compressing is an option
2 votesThis has been deferred (not planned for the next 6 months).
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Microsoft Teams/Sharepoint Issue
Hello,
Our company has experienced issues accessing DataSnipper files through Microsoft Teams/SharePoint/Office 365. Only when we sync the Team's channel to our individual computer we are able to access the files correctly. This was not an issue previously, so I am not sure if this is due to any new updates by Microsoft Teams, or any incompatibilities between DataSnipper and Microsoft.
Thank you
2 votes -
Snipping tool (including process capture)
Include a standard snipping tool (like Microsoft's snipping tool) which can be used to snip documents and import directly into excel. Ideally the snip can also be a visual placeholder (before importing) to allow visual review.
In addition, having the ability to record action steps on a computer with clear points of reference for process capturing.
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!
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