Add the ability to shift the output format in Form Extraction
add the ability to decide which format the output for form extraction is (horizontal vs vertical).
This 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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Max Hilger commented
Extraction Format Toggle - Option to extract data into excel either vertical or horizontal format.
I spoke with a tax client at Connect that uses form extraction frequently. She said that her team would love a feature, similar to a simple toggle button, that could determine whether the output was exported in column form vertically or in row form horizontally. They use workbooks that would benefit from exporting the data horizontally, but for now they do some manual copy and paste transposing of the data.
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Alex Anesetti commented
add the ability to decide which format the output for form extraction is (horizontal vs vertical).
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Cyril commented
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.