13 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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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 -
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 -
Write to PDF
Allow inverse direction of work. So instead of extracting data from PDF to excel, populate a form with data from excel.
1 vote -
If formula in form extraction
Can you add an 'if.. then' functionality in Form extraction? This is especially useful for the extract multiple lines per row option, for example IF the bank transaction has a description, THEN extract the description and if not, don't extract the data. Currently you risk having other data in the description column even if it is actually not a description. (this could also be fixed by being able to extract multiple keys for the extract multiple lines per row option).
8 votesThis has been deferred (not planned for the next 6 months).
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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).
10 votesThis has been deferred (not planned for the next 6 months).
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Form Extraction: the output will shift to eliminate blank columns. Output columns need to be consistent for use in workpapers
In a client discussion, when using a form extraction template the extraction came up with an error that certain fields could not be found. I assume that is an issue with finding keys. However, then the output would be shifted to create an output without spaces which makes it inconsistent with the rest of the extraction outputs.
If a key/extraction isn't found, the output columns should remain fixed so as to create a consistent table that can be copied and pasted into workpapers.
1 vote -
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.
1 vote -
Need a spot to enter a "Date Mask"
Using form extraction with a specific document results in some unfortunate date reading errors. All dates in document are M/D/YYYY, but DataSnipper dates default to D/M/YYYY format until it hits a date that's impossible otherwise. The result is that dates when extracted are in a mixed D/M/Y and M/D/Y format based on what day of the month was read in. To explain another way, while the source document would show February 1, 2023 and February 25, 2023 as 2/1/2023 and 2/25/2023 respectively, DataSnipper will extract them as 1/2/2023 and 2/25/2023.
There are no controls for telling DataSnipper to use one…
2 votesDataSnipper does take into account others dates within the document to inform how to read dates (either D/M/Y or M/D/Y). This does however require a level of confidence to be applied.
Essentially, only if there are a sufficient number of dates of a clear format will DataSnipper apply that format to all unclear formats.
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3 votes
This has been deferred (not planned for the next 6 months).
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Company templates can also be used to design and tailor templates to the firm specific requirements.
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Add possibility to move an extraction field to a different page
When using form extraction, it is at this moment not possible to edit an extraction field and then move that extraction field to a different page. Would be a nice to have if you can drag the extraction field to a different page.
3 votesThis has been deferred (not planned for the next 6 months).
With the implementation of V6.1 you are able to re-order extractions meaning you can easily delete an extraction and create a new one on the correct page, easily re-ordering this new extraction to the correct position in the list of extractions.
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1 vote
This has been deferred (not planned for the next 6 months).
A current workaround is to use the template with all extractions and simply delete the irrelevant extractions not needed from within either excel or the running of that extraction.
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1 vote
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