19 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.
8 votesThank you for this idea.
Are there some customers that are specifically requesting this who we would be able to discuss with?
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Multi-language support on UI level
Would be great if our tool supports languages besides English on a UI level. Getting push back from prospects in Taiwan & Korea (Crowe Taiwan, UHY Taiwan & UHY South Korea) as English is not their main language and they find it difficult to navigate a tool that does not support their local language.
5 votes -
Dynamic Snips
Idea: Allow users to choose between static and dynamic data extractions.
Problem: Currently, snipped data does not automatically update when source documents change, leading to outdated information and time-consuming manual updates. This is especially challenging for auditors handling multiple drafts, like at Prospect Capital, where updating each snip individually is inefficient.
Solution: Provide an option for snips to dynamically update when source documents are modified. This feature would offer more flexibility, cater to specialized auditing workflows, and integrate well with our cloud collaboration suite (CCS) package.
Benefits:
- Streamlines the process of updating snips across document versions.
- Maintains data integrity by…
3 votesAre you able to provide some examples where updating the source document which contains snips is standard practice.
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File Size Bar
Can we consider adding a bar in the document viewer or organizer to monitor the total size of imported documents? It would display how close users are to the recommended 100MB limit, offering a visual guide to help them manage file size, even if they choose to exceed it.
2 votes -
Intuitive Template Deletion
Can we implement a more intuitive method for deleting DM/FE templates, such as using a three dots menu? The current method, which requires a right-click, is not user-friendly. A more straightforward deletion process would simplify template management and reduce user frustration
2 votes -
Snipping tool (including process capture)
Include a standard snipping tool (like Microsoft's snipping tool) which can be used to snip documents and import directly into excel. Ideally the snip can also be a visual placeholder (before importing) to allow visual review.
In addition, having the ability to record action steps on a computer with clear points of reference for process capturing.
2 votes -
Customizable learning options
Allow an implementation team lead the ability to amend the learning videos and track to tailor to their users needs.
2 votes -
Quick/Mass Redact
Quick/Mass Redact - when needing to redact long documents for identifying information it'd be nice to be able to redact info you know appears through out i.e. company name / reg number quickly. Currently searching for these in the top right to find all instances and then manually redacting each so on long documents with a lot of identifying info this is quite laborious
3 votes -
Signature Detection
Idea: Introduce an automated "Signature Detection" feature to validate the presence of signatures on documents like contracts and agreements.
Problem: Auditors currently have to manually verify the presence of signatures, a time-consuming process prone to errors, especially in documents requiring thorough validation.
Solution: Leverage computer vision techniques (Convolutional Neural Networks) to detect whether signature fields contain signatures, streamlining the validation process.
Benefits:
Automates the tedious task of signature verification, reducing audit times.
Ensures compliance by quickly identifying unsigned documents.1 vote -
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 -
Extraction of visual data
Ability to extract diagrams, charts in excel. Eg: Organisation structure, revenue/cost analysis
1 vote -
Financial statements extraction model similar to invoice extraction or contract extraction already available.
Financial statements extraction model similar to invoice extraction or contract extraction already available.
If the model could be trained to pull out statutory information like who signed & the date i.e. for the audit report / strategic report / Balance sheet; other useful statutory information would be things like accounting standards prepared under and who the ultimate controlling party is etc.
As well as other standard numerical info such as turnover, debtors, creditors, bank, employee numbers, etc.
2 votes -
reference
Quick way to insert workpaper reference in PDF
Request to implement a feature in DataSnipper where users can insert work paper references in PDF in easy and quick way (e.g. one-click of “ref insert” button).
To elaborate more on this use case:
For example, when conducting a balance confirmation as part of the audit procedures, all the information (amounts, etc.) stated in the confirmation letter (PDF) collected should be verified and linked to the relevant audit working papers. To keep a record of this linkage, it is required to include the workpaper reference near the applicable information (amounts, etc.) within…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 votesWould you be able to assist us in further investigating this option:
- How often you are receiving and working with documents not in the local language where translation is needed?
- How do you currently work with these documents?
- Is the hope to use the translated documents as the 'original' supporting evidence (i.e. snip the translated text) or simply translate for understanding (i.e. still snip the original language)
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Better format for uploading emails into workbook
Client feedback: When uploading emails into DS, the format doesn’t look very good. It’s too plain. Would be great if there's better formatting.
1 vote -
Ability to remove unreadale/corrupt files
Client feedback: Sometimes we have corrupted files that cannot be opened or removed, but still stays in the document list. I would like to remove them.
1 vote -
Compile pages with Exception Snips
Instead of removing all pages that do not have exception snips, I would like to be able to compile all pages that have exceptions without removing/losing all the other pages from my excel file.
1 vote -
Step tracker/recorder for Excel
A readable PDF file that lists each action taken within Excel. For example, every snip, deleted snip, data added into cells, deleted, etc.
I am currently speaking with a prospect , who said they saw a major value add if they could track every action being done within Excel.
1 vote -
1 vote
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