286 results found
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Two viewer windows
I want to compare two snipped documents. I can only have one window open of the document viewer. Please create an option to open the viewer in multiple windows.
3 votes -
XBRL
The NBA just recently published the NBA Alert 50
This basically says we must compare the statutory accounts (financial statement) with the XBRL financial statements (either before or after it is rendered to a readable format for us) to ensure the content is in alignment (and thus the company can publish the XBRL file accompanied with our auditor’s report).
o XBRL comes down to that the statutory accounts are ‘tagged’ using a taxonomy to make it machine readable.
That raises the question to what extent the FSS could be used for this compare, in essence all the…1 vote -
Recognition of alternative decimal / a thousand separators
There a many types of documents which use alternative decimal / a thousand separators such as in tax forms or payroll registers. These forms or system print-outs often use pre-set bars or grids to separates figures. It would be extremely helpful if DataSnipper could detect the logic behind these formats and extract information correctly.
5 votes -
Bank Statement extraction model
Similar to invoice/contract/receipt extraction models, if there could be something to more easily convert Bank statements into easy to work with excel data that would be ideal. Table Snip can be a pain to use on large multipage statements as the headers on page one can differ to page 2, the row sizes can vary a bunch by the description lengths of transactions so sometimes need to manually mess with rows, some bank statements don't have a column for Debit & Credit so just include cr/dr next to the balance.
Bank statements are one of the most viewed types of…
2 votes -
Table Snip in Form Extraction should not be fixed
Under the current table snip in Form Extraction, the table as are fixed which will not account for table length variability. (also and issue with extractions as well). If the table would account for variability, like snip all tables, it would be more functional
9 votes -
Improve set value manually
I created a snip where DataSnipper can't identify the value. A pop up is appearing and I can enter the value manually
Afterwards I adjust the cell value manually in the cell or per right click on the snip -> "edit Cell Value" the change of the value is available in the cell
If I now stay in the same cell, click on Control and add additional Snips to this cell, the adjusted value is set back to the original value.
The same happens if as example I originally defined a value, added 1 or more snips into the same…
1 vote -
Form Extraction Output to align to page numbers in document
When importing a large .pdf of supporting documentation, its typical that each page is not the same structure on each page and you may want different extractions per page. Using Form Extraction, I can set multiple extractions across those pages, however it would be beneficial if the Excel Output included the pages so i could filter the order by page, to see page 1 and page 2 extracts together.
I can also see a world where FE is used to extract data like this, validate the completeness and accuracy of the whole extraction, and then the user sorts the information…
2 votes -
Linking snips via search bar to 1 cell
It's helpful to use the Search Bar to find phrases across documents uploaded to a workbook - In the Document Viewer, instead of snipping to the next available cell to the right, could there be an option to link the snips to the existing cell?
2 votes -
Select all Snips!
I would like the ability to select all snips on a tab with 1 click to delete snips and rerun the automation tool of choice DM/FE/VC/FAS or Table Snip across multiple pages. Specifically with Table Snip, I would like the "Select All Snips" to identify the identifying snips from each of the Table Groups on documents with hundreds of pages. It would help in the reformatting of tables.
2 votes -
Round Decimals to Whole Numbers
There should be a way in DataSnipper when you are making a snip to check a box that will round the snip to the nearest whole dollar.
3 votes -
Automatically identifying when imports are not right-side up
I was just importing alot of PDF files into DataSnipper and several of them were scanned upside down and whatnot - and it occurred to me, it would be nice if DataSnipper had a feature that "automatically" identifiedd when an imported document were not right-side up, so to speak. It would be nice if the document was automatically right-side up or if there was a feature that identified imported documents that were not right-side up and suggested fixing the imports in bulk.
1 vote -
see full folder name
When I have long names of folders, I can't see the full name of the folder I am selecting in the document viewer. This is an issue when you have longer folder names (e.g. for specific projects with a job number and a description).
2 votes -
Table Snip to Text Snip conversion
When one adds a Table Snip, only one Snip is created. For referencing and/or review purposes, it might be desirable to have individual Text Snips (so that these can than be reviewed using the Validation Snip). Hence, it might be handy to easily convert the Table Snip into individual Text Snips.
2 votes -
Date Recognition - dd/mm/yyyy or mm/dd/yyyy
Regarding date recognition, the date may be recognised as dd/mm/yyyy or mm/dd/yyyy. It is particularly complicated to determine whether the date is mm/dd/yyyyy or dd/mm/yyyyy if the date is earlier than 13 days.
For example, if 12/4/2025 is snipped on a cell, it is not possible to determine whether it is 12 April or 4 December, so it is necessary to check the source document, which is a double effort. It would be desirable to be able to snip the date in a consistent manner to a specific format.2 votes -
Recognize Japanese calendar
Currently, when a date written in the Japanese calendar (e.g. 30 August, Reiwa 6 is written as 6/8/30) is snipped, it is written as 2006/8/30.
It is ideal that text snip displays this as 30 August 2024.2 votes -
More functionality in organizing imported documents for export
I'd like to be able to reorder pages within the imported documents for the purpose of exporting that doc with that new page order. It would be even more helpful to be able to combine imported documents to create a new document that can then be exported (i.e. combining 10 imported .pdf in the "Invoices" folder into one 10-page .pdf).
3 votes -
Renaming pasted screenshots
Since the last DS Update renaming pasted screenshots doesn't work anymore. You can click on "Rename document", enter a new file name, but after clicking "Ok" the screenshot is still named "Screenshot (0)", "Sceenshot (1)" etc. This makes document management or finding the right imported screenshot very difficult and inefficient. It would be grate if this feature (renameing pasted screenshots) would be possible again.
1 vote -
"Select ALL Tables"
After using "Snip all Tables", I'd like to be able to select all cells and add a filter over the entire extraction. Currently, if I started extraction in cell A1, CTRL+A (short cut to select all) can be limited to the extract of page 1. In an example, tables extracted from 114 pages took me 30 seconds to select all. This is important so (1) users can filter the columns and (2) check for completeness of the extraction (i.e. is there an extraction from every page?).
1 vote -
Availability of Company templates
Make Company templates available for selection before documents are uploaded. This way user can understand which templates are required for this specific template.
2 votes -
Single PDF, multipage Invoice Extraction
Allow invoice extraction on single PDF with multiple invoices, without needing to split PDF into separate invoices
33 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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