254 results found
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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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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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1 vote
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DM: pulls the text from the input column rather than the imported document
DM: pulling the text from the input column rather than the imported document
Getting some very confusing results with Document Matching in v5.0.7 - The resulting snips appear to be pulling the text from the input column rather than the imported document and are matching to very partial items in the document (fuzzy matching not enabled)
1 vote -
Add pdf's etc directly from outlook
Would be nice to have the ability to drag a pdf directly from Outlook into an excel file for Datasnipper
2 votes -
Duplicate Figures Option
Add an option in Document Matching whereby you can select to ignore a figure once it has already been snipped. E.g. 1,234.56 appears in the bank statement 12 times throughout the year - currently DM will pull the first one 12 times. With this option, it would skip the first occurrence and snip the second and so on.
3 votes -
Ctrl + V bug
In 5.0.7, after turning on the Ctrl + V options in settings, it works only half of the time. The other half I get an error sound, and even if I try 'Import Documents' > 'From Clipboard' it will not work. It seems like sometimes DS does not find my Clipboard. I can't really work out when exactly because the error sometimes occurs with the same files where it worked with an hour earlier.
1 vote -
Sort imported pages
I would like to sort pages within an imported file, e.g. make page 2 page 1 or vice versa
2 votes -
Linkage Disappeared
When clicking one snip cell in excel, datasnipper is not taking me to that page. / Snip created earlier time disappeared, could not find the linkage between excel and supports anymore.
1 vote -
Moving snip - bug
Say I have two cells, A and B, both with text snips in the same document. I have cell A selected, in the viewer I move the text snip box for B, now there is a ghost of a snip lingering on every cell in the workbook, so every cell has this additional snip attached. When you go into the dropdown in the viewer and try to go to the ghost snip, it takes you to the document, but not to a specfic snip.
1 vote -
Manually format field type of imported snip
One should be able to manually set a field type for the import (number, date, text etc.) For example: When importing strings that could also falsely be interpretated as a date, they are automatically imported as a date. The same applies for text-strings that look like numbers. Reformatting afterwards is very timeconsuming.
2 votes
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