281 results found
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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.
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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Change order of output columns
Add possibility to change the order of output columns in the 3rd step of the document matching set-up
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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Ability to reorder files for extraction
Ability to reorder files for extraction would be nice. Context of payroll summary reports which are named by calendar months. DataSnipper will extract based on the A-Z which doesnt match reality.
Currently, we are having to rename the files before uploading to enable accurate extraction as we want it
5 votes -
Fix issue with protecting unprotected cells when deleting Snips
When you use the 'Delete Snips' button, it resets cells to their default state. E.g. empty and locked.
When using our in house excel based tools, we set these spreadsheets up specifically with unlocked cells for text entry (as each sheet is protected to avoid accidental changes to formulae / model which has been signed off centrally). Therefore the above functionality results in cells becoming locked and un-editable in these workbooks for normal users.
We would therefore suggest that functionality is changed so that cell protection remains/is restored to as it was before any Data Snipper functions are called. This…
4 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…
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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Folder view not changing
I noticed that when I have imported documents in multiple folders and I have snips to those imported documents in the same tab or workbook - that when I jump around from one snip to the next, the folder in which those imported documents does not change to tell me that I am not viewing a snip in a different folder. For example, let's say I have document A in folder A and I have document B in folder B. If have snips from both of those documents in a tab, then when I click on the snips to go…
2 votes -
Adding "comments" icon in the short menu in the Document Viewer in a new window
Right now, the menu of items in the new window view is all snips, but it would be nice to be able to quickly add a comment as well in addition to the snip icons in that menu.
3 votesThis is planned to be included with version 7 release.
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copy the folders and/or specified contents of the folders into a new folder
I wish that I could copy the folders and/or specified contents of the folders into a new folder within the Document Organizer so that I could compile one folder to follow ups for client. Using "Remove all pages without exception snip" is a great tool to consolidate only the pages that need follow ups.. but sometimes I dont want to delete the rest of the document. If you could copy files into a separate folder and then export that folder just to provide the client the exceptions, I could see alot more testing relying on DS ++ expanded functionality for…
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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Layering in Table Snip
Ability to create layers in when using Table Snip. For example if there is a difference in alignment or merged columns for specific rows/areas we can pull them in correctly
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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SORT
i WANT TO SORT INFORMATION IN FORM EXTRACTION
5 votes -
Document Classification
Recognize the documents imported. Recognize if they have the same layout. Classify the documents automatically.
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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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…
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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4 votes
This 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!
Company templates can also be used to design and tailor templates to the firm specific requirements.
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Find All Sums
Use "Find All Sums" to verify the totals in a column consisting of percentages
3 votes -
Table snip - repeat snip for all pages in folder
When chosing the repeat table snip option, add an option to repeat table snip 'all pages in folder'. This is useful when the tables are in different pdf documents.
4 votes -
Leading/Trailing 0's option
Would like an option in the settings menu which can allow me to ignore or keep leading 0's currently this prevents users from being able to fully rely on datasnipper in the cases where they have a specific format of number.
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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Option to freeze document in document viewer
When reviewing, sometimes the end user may want to stay on a certain document longer, even though they will need to click through the Excel and additional cells that may contain other references. The option to temporarily freeze the document in the viewer using a shortcut or toggle button would be helpful.
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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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)
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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3 votes
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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)
2 votes
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