10 results found
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Client ID/Reference Code in DS Toolbar
Introducing a feature in the DataSnipper (DS) toolbar to add a client ID number or internal reference code could be a valuable enhancement for your clients. This would allow them to easily track which clients they have used DataSnipper on, and which they haven't, thereby improving their ability to manage and analyze their work across different clients.
9 votesPlease could you provide some user scenarios for how this would address specific problems that our clients are facing.
If there are any customers who have mentioned this as a desired feature please link them to the idea so that we can reach out and understand the problem they are trying to solve.
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Ability to create excel sheet templates and store them within DataSnipper.
Ability to create excel sheet templates and store them within DataSnipper.
Problem: Currently external & internal auditors use templates for completing audit procedures. This requires ecxel templates to be created and maintained within a shared document storage such as Sharepoint. Users will then download the files to their local machine. This leads to templates becoming outdated and also having a lack of insights about the useage of the templates.
It would be valuable to have an option to create, upload and manage excel templates into DataSnipper. This would allow users to create excel file templates directly from DataSnipper. To ensure…
3 votes -
Identification when a snip has been edited
If a snip is edited after the fact (i.e. change the numbers in a sum snip or change the text in a text snip). It would be great to have a clear indication of this.
6 votes -
Capture Checkbox Statuses as True/False Parameters in DataSnipper
Currently, DataSnipper lacks the functionality to automatically recognize and capture the status of checkboxes within documents. The proposed feature aims to enable DataSnipper to identify checkboxes and classify them as 'True' for checked boxes and 'False' for unchecked ones. This capability would significantly streamline the process of analyzing forms and checklists, reducing manual data entry and increasing accuracy. The addition of this feature would enhance DataSnipper's utility in processing a wider range of document types, particularly those commonly used in surveys, applications, and various compliance forms
8 votes -
Make Applying Redact Text More Intuitive
Applying redact text can be more intuitive. A pop up window should appear after creating the redacted box asking the user if they want to apply it. Right clicking isn't obvious.
1 vote -
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 -
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 -
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 -
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
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