31 results found
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Multi-tab template
When creating a working paper it would be useful to be able to create a complex working with multiple document match tests spread across tabs (and within 1 tab).
Saving this template would then save the selected tabs so that, when the template is used, all of those tabs, formulae across tabs, and DM settings are auto created in the excel working paper.2 votes -
Document Match Showing Live Preview of Results "Snip Count = 50/75"
Add a count of snips/result a document match will return on step 3 of document matching. Could utilize the initial population to say "Snip Count = 25/75" then user would know to adjust/remove restriction such as removal of force match on same page of document and the count would live update to "Snip Count = 50/75". This would serve a similar purpose to the Form Extraction preview that live updates with changes in extractions.
1 vote -
Enhancing the ability within Document Matching step 3 to limit the amount threshold
Enhancing the ability within Document Matching step 3 to limit the amount threshold in a certain direction. For example in Step 3, I would like to add an Amount threshold for an input of GL Date Recorded to look for values after +3 days of input date. This would be helpful in SURL and AP testing in TODs.
3 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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document matching
Allow Document Matching to run the full input column selected even if there are empty rows between the sample data.
8 votes -
Organize company templates
Be able to organize company templates (group them in folders or other organization)
11 votes -
Change order of output columns
Add possibility to change the order of output columns in the 3rd step of the document matching set-up
1 voteThis 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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Leading/Trailing 0's option
Would like an option in the settings menu which can allow me to ignore or keep leading 0's currently this prevents users from being able to fully rely on datasnipper in the cases where they have a specific format of number.
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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Case-sensitivity for Document Matching
Case-sensitivity for Document Matching. ie - searching for a word in all capitals to find a specific phrase/word in a contract
3 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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Recognition of positive / negative balances
Accuracy of the Document Matching is not always satisfactory. If a bank statement has a figure which is appearing as both negative and positive (e.g: -10000 and 10000), the software sometimes picks up negative figure when we are vouching the positive figure and vice versa.
1 vote -
DM: pulls the text from the input column rather than the imported document
DM: pulling the text from the input column rather than the imported document
Getting some very confusing results with Document Matching in v5.0.7 - The resulting snips appear to be pulling the text from the input column rather than the imported document and are matching to very partial items in the document (fuzzy matching not enabled)
1 vote -
Output columns on document matching
Consider if you have 5+ columns in your input data, when in Step 3 and 'finaliz[ing] your document match,' have the default fields for the output columns be "No Input" to save time matching. Could also consider using a short key (i.e. pressing "1" when you want no output). I currently will press "A" to get me back to the top of the listing and then scroll up to the "No Output" selection.
1 vote
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