35 results found
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Interface with ERP to obtain documents from the ERP directly
Request coming from financial control departments: next to having document matching, I'd love to have a plug in that can also automatically extract the documents related to the selected samples from the ERP system
9 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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Translate Snip Function
Add a translate Snip function. We often get documents in Spanish, so it would be handy to be able to Snip the Spanish comments and have it translated into English for our working paper.
7 votes -
better option for pasting screenshots
Internal audit client feedback: Sometimes when pasting screenshots into DS, there will be a conflict due to naming, or the previous screenshot will be replaced.
1 vote -
Add option to copy and paste without reference
Internal audit client feedback:
When copying over tables with Snips in it, the reference is also copied over. And it was time consuming to remove the reference. (Client only wishes to copy the table format & functions, not the reference.)
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!
Currently if you paste via the right click option you can achieve a paste without the snip.
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Journal Entry Clean Up Feature
I am wondering if it would be possible to come up with a feature to help with the "cleaning" of journal entries. This could include deleting reversing entries, adding/removing accounting adjustments, deleting entries of incorrect periods, etc.
1 vote -
Request Snip
Users spend a lot of time building PBC request lists when a lot of this information is already contained in prior year workpapers, sometimes you have examples from proforma clients or other templates which you would want to share with your client.
The request snip could allow users to snip a document or a table of sample items in a workpaper and then automatically populate and send the request through the relevant PBC portal.
3 votes -
Switch between OCR
Add possibility to switch between different OCR servers. The reason for this request is for service delivery centers that work for different countries and therefore want to switch between OCR servers to stay compliant with data regulations.
6 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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Toggle on the add-in
This is for those that have multiple add-ins on their Microsoft Excel program that may not use DataSnipper every time Excel is opened. The DataSnipper add-in is loaded 100% of the time - it would be helpful to have some convenient toggle to “turn on” or “turn off” some or all of the add-in features. This can be done using File > Options but it’s inconvenient.
1 vote -
DataSnipper included in google sheets
We use google sheets to document our procedures. We would like to have DataSnipper available in google sheets.
4 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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Receipt Extraction Rotation
Problem Statement:
When using features like Receipt extraction quite often documentation is provided in various rotations, the tool is able to extract the information from these documents but it can be annoying to work with these documents or review the results as you are manually rotating pages a lot, some expense reports could include hundreds of receipts.
Solution Suggestion:
Once receipt extraction is completed it would be great to be able to automatically rotate the receipts through increments of 90 degrees so that the cross references are readable.
1 vote -
6 votes
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Document Classification
Recognize the documents imported. Recognize if they have the same layout. Classify the documents automatically.
4 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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Authenticity of documents
This idea is coming from a comment that was made by a (government audit) client: It would be great if DataSnipper would have software embedded in the tool to check the authenticity of documents.
Examples could be that DS could recognize if an image is pasted into a pdf document, or if for example, an IBAN number (should always be 34 characters), on an invoice has 33 characters instead. In this way we can help auditors identify potential fraud or misleading.
This feature would be super useful not only for government audits but also for external, internal audits, FC, tax…
5 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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allow users to extract metadata from snips
allow users to extract metadata from the pages that were snipped so they can easily reference which document has the term/data and what page it was on
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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1 vote
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