80 results found
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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
21 votesThis has been deferred (not planned for the next 6 months).
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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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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.
5 votes -
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.
6 votesThis 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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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).
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Chop (stamp) recognition
Chops (stamps) are an important element of document authenticity which may be on top of other text within a document. It would be great if the text on the stamp could be differentiated from the underlying text.
2 votesThis has been deferred (not planned for the next 6 months).
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Customizable learning options
Allow an implementation team lead the ability to amend the learning videos and track to tailor to their users needs.
2 votesThis has been deferred (not planned for the next 6 months).
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Form extraction for specific pages
It'd be nice if I could designate which pages within a large PDF I want form extraction to be applied... let's say I have a 100 page PDF but I only want to perform some form of form extraction on 20 of those pages and they are dispersed throughout the 100 pages, it would be nice to set up the form extraction and then say, go apply this to pages 2-5, 7-11, 19-31, and so on and so. Thanks!
4 votes -
Add "conditions" to Document Matching
I was using DM the other day to compare cash payments that were summarized in an Excel file to bank statements that were provided to me by the client. I didn't have any data in the Excel file other than (1) a hardcoded date and (2) the amount that I was told was paid. I was attempting to match the amount paid from the Excel file to the bank statement (which I was able to do with a very high success rate). But this also got me thinking, what if I could refine the document matching to look for certain…
4 votes -
slepen
Bestanden slepen naar Excel om het in Datasnipper te krijgen. Om bestanden in Datasnipper te importen moeten bestanden nu eerst lokaal worden opgeslagen of worden gekopieerd.
1 voteDrag files to import is available in the Document Organizer. This is a drag functionality from local storage however the drag functionality from other locations would require further integrations to be built. Integrations are in research. If you have a specific platform that you would like to drag files into DataSnipper from, please let us know so that we can investigate further.
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Document Match the correct snip (understand documents)
Amend the DM algorithm to prioritize matches based on a logical understanding of the documents as opposed to simply limiting the distance between snips. i.e. DM should know to extract the value from the numbers in the document, not at the end of the tax identification number.
1 vote -
Consideration of exchange rates in document matching.
It would be helpful if you could enter which exchange rate Datasnipper should use and then convert and match the values yourself. For example, we receive reporting packages in foreign currencies and the exchange rates used in each case. If you want to check the conversion, you have to do this manually. Datasnipper could automate this.
1 voteThis has been deferred (not planned for the next 6 months).
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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.
3 votesThis has been deferred (not planned for the next 6 months).
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Auto name extraction by key / snip to name
Set key behaviour to help more accurately get it right automatically i.e. search left or above etc, a lot of forms the key wanted its directly left or above so if this could be set then when creating extractions with a lot of fields it would speed things up tremendously
2 votes -
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
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!
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.
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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 votesThis has been deferred (not planned for the next 6 months).
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A current solution would be to extract both lists into excel and then perform the analysis using excel functionality.
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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…1 voteThis 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.
Please continue to share this idea, we will continue to monitor for votes and comments!
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