241 results found
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Copying and pasting into new workbook
Copying and pasting into new workbook with snipped documents carried over and embedded. So that auditors can boost efficiency by locating the relevant data quicker. Right now auditors cannot copy and paste this into the audit workbook with the documents showing.
6 votes -
Selected Snips Flyout Menu Rework
When many snips are selected, the Flyout menu can become so large that it covers up values in the document that the user is trying to snip (by using CTRL + Snip)
1 vote -
Make comments background solid white
Make the comments background solid white so u can paste over wording that is on a pdf file (sometimes it is hard to read when it's transparent)
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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Creating a "positive" and "negative" output for "Find all Sums"
I don't believe this exists, but if I am performing a "Find all Sums" on a large document - i.e., a 200-page Form 10-K PDF, it would be nice if there were two outputs: (1) one in which the output is all sums that reconciled and then (2) another output in which the sums did not reconcile.
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!
For now, this functionality exists specifically without the FSS add-on suite.
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Move imported documents into different folders from the Document Viewer screen
I like the new functionality in folders and moving documents from one folder to the next, but it would be nice to have the ability to do this directly from the Document Viewer screen in addition to, say, the "Organize" folder. For example, if I am working in ten different PDF files and adding snips to one file at a time, it would be nice to move an imported document to, say, a "Done snipping" folder. And as far as I know, I cannot do that directly from the Document Viewer screen.
1 vote -
Paste Options
When pasting data in a column (for example trying to copy formatting) it overrides your previous data entirely, and you cannot undo the task, meaning all work has to be redone. Please can you allow either for an undo option or that paste special format does not override data
5 votes -
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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Add File Address bar to Export's "Browse for Folder" Window
Add a folder address entry field to allow direct entry of the "save as" location for the exported datasnipped files, rather than mouse-clicking through folder structure to locate save location. See attached for example.
3 votes -
Password Protection
Imported documents with a password have the password input once but then the protection is lost.
It would be nice to have an option (tickbox) to password protect the excel workbook if any document are imported with a password.3 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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Allows Snips to be Deleted in View-Only license
At the moment, it is not possible to delete snips if using a view-only license. This would be a useful feature for past clients/users
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!
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Recognition of positive / negative balances
Accuracy of the Document Matching is not always satisfactory. If a bank statement has a figure which is appearing as both negative and positive (e.g: -10000 and 10000), the software sometimes picks up negative figure when we are vouching the positive figure and vice versa.
1 vote -
Multiple lines form extraction use anchor at header
I can’t extract multiple lines from bank statements if there is no common word on each line, like the example in your video. Use table snip is an alternative but no template for re-used. It would be useful if the position of the anchor is at the header and the line extraction will run downward.
4 votes -
Extraction of rotated pages
Please have an option to lock pages that have been rotated so when using form extraction, comments on pages are oriented properly.
4 votes -
Text Snip
When using the text snip function I occassionally run into an issue whereby the text snip will go into two cells to the right of the cell that I want the text snip to go into.
1 vote -
Add folder 'All' to FE featured templates
Add a folder in featured templates of FE: 'All', include the templates of confirmations.com in this folder. Make this the default folder when opening the FE window.
2 votes -
Decimal points
I've notice that when snipping a table, for any lines where there a number is between one and zero it will move the decimal point two to the left. For example if a transaction was $0.13 datasnipper will put $13.00
1 vote -
Slow Excel Load Time
Excel (Office 2019) opens slower when the DataSnipper add-in is enabled. Anything that could be done to speed this up would be appreciated. Additional details: v4.1.5 only 1 to 2 seconds slower, v5.0.7 3 to 5 seconds slower.
2 votes -
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.
Please continue to share this idea, we will continue to monitor for votes and comments!
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Form extraction based on field borders
(I.e., all “cells” in a tax document)
1 vote -
1 vote
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