203 results found
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AI Form grouping
AI Form grouping
If AI could be utilised to group documents into folders it thinks are formatted the same and would work under form extraction well. If it could just do it over the whole selection of documents or if you could pick one as an example to find matches against that could be helpful when clients don't provide files in an organised format
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.
2 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.
5 votes -
Move or Copy - Allow the transfer of snips and documents.
Currently, when using the Move or Copy functionality in excel, it does not transfer the documents ans cross-references from one workbook to another.
For excel files with thousands of snips in multiple sheets it's very important that this is enabled.
Currently I have to manually copy each sheet individually5 votes -
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.
4 votes -
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 -
Connecting snips from multiple cells into one in Excel
It would be nice if it was possible to connect snips from different cells into one, like when you press and hold ctrl and have multiple snips in a cell.
1 vote -
Merge the separate documents into a single PDF file when exported.
Clients often find it more convenient to share the work performed in a single, easily distributable PDF format when collaborating with colleagues or external reviewers who do not have DataSnipper installed, rather than dealing with multiple PDFs.
2 votes -
DataSnipper ribbon + functions in other languages
Have the DataSnipper ribbon, buttons, words, etc available in other languages. Canada has specific regulation that all tools need to be available in French & English, otherwise they will get alerted that they need to discontinue use of the software. Understood that the tool names we created "Document Matching"don't need to be translated, but the other actions that are just words "Import Documents" would need to be available.
1 vote -
document matching
Allow Document Matching to run the full input column selected even if there are empty rows between the sample data.
5 votes -
extract absolute vallues
It would be beneficial if there was a way to automatically abstract an absolute value (i.e., turning -5,000 into 5,000) utilizing a text snip or a sum snip.
3 votes -
PDF Comparison
Have datasnipper compare two different versions of a PDF in excel. I.e. V1 and V2 reports.
Datasnipper will then create a new tab with a list of exception snips that highlight any differences between the two pdfs.
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 votes -
Allow configuration of 'embed PDFs in Excel'
At the moment, there is a per-workbook setting to flick on or off 'Embed PDFs in Excel'. It would be useful to provide domain administrators with a method of applying this setting across their domain, and disabling the toggle for users.
2 votes -
'Key' column for Table Snip
In most cases where table snip is being used, rows have text split over multiple lines, which table snip incorrectly interprets as multiple rows. This issue is significant when dealing with large PDFs as each table snip has to be edited manually.
A simple way to solve this would be to have a 'key' column which the user selects, which tells table snip where to look to determine where the rows should be. For example, there might be a single date or value for each row (despite multiple text lines within the same row), and selecting this to be the…
3 votes -
Drag & drop embedded documents in the document organizer
When documents are embedded in word, it is possible to drag & drop them to file explorer. It is not yet possible to drag & drop documents to the organizer. This is very relevant in the transition from documenting in word to documenting in excel.
2 votes -
6 votes
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Table Snip Templates
Ability to save Table Snip templates. Example: on a recurring basis investment reports are received, where only a subset of tables is to be extracted. Being able to save the specific table set as template would allow for efficiente extraction of tabular data upon receipt of the reports.
15 votes -
Combine document matching with invoice extraction
It would be very nice if DS can match samples to underlying documents with document matching and then extract extra fields that are needed but not yet in the sample data (f.e. with invoice extraction)
5 votes -
Advanced Smart Search
I'd appreciate some "advanced search" features that extend the existing Smart Search tool. There are two specific features that I'm thinking of, but there might be more tools that could also be implemented.
First, it would be nice to be able to search for generic data, such as "all dates" or "all numbers." If I want to iterate through all dates in a document, for example, I currently need to manually go through the document and find the dates. The ability to search for dates would allow me to go through that list and ensure that I don't miss any…
5 votes
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