288 results found
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DataSnipper intergration with DATEV
It would be helpful to have an integration to DATEV e.g. for using DataSnipper in DATEVs "Individuelle Anlagen", analysis etc.
8 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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Template output from FE or DM
Currently any output from FE is named "Form Extraction" and the next is differeniated by "Form Extraction #". Instead, I would like the output of a Featured, Company or My Template to be i.e. "Form 5500 - Extract" instead of "Form Extraction" So, if you are using a template from FE or DM, the name of that template should be the name of the Excel tab when you export into Excel.
6 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.
4 votes -
Matching items that contain a midpoint in their name
Item names that contain a midpoint are less accurate for matching.
For example, if you try to match the word ‘ダイナミック・イノベーション’ with the word 'ダイナミックイノベーション' in a document, the word does not match exactly.
When matching company and product names, for example, it is desirable to have a logic to recognize them as the same keywords, as there are many cases where the sample data for Document Matching includes the mid-point, but the document does not (and vice versa).2 votes -
One snip across two different pages -> more than one snip per cell
Critical information in documents sometimes runs across multiple pages, or at least two. To snip that information, I need to make separate snips, and I cannot add the information from cells A1 and B1 into solely A1. Would it technically be possible to add multiple snips, from potentially different pages, into one cell?
1 vote -
Add 'signature validation' from AI Suggestions
Add a new extraction to the AI Suggested fields generated from identity documents under Advanced Document Extraction to include a text snip on signatures as part of compliance testings - looking for the handwritten signature that is typically denoted as "Signature" or "Signature of Employee" on US I-9 Forms for example. The text could be exported to Excel in green / as validation snip the signature 'fuzzy matches' the "First Name" + "Last Name" of the document.
1 vote -
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 -
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 -
Zeros
There's got to be a way to disable searching for all zeros. I select a cell with "0" or "-" and it freezes like 10 seconds + because it is searching for all zeros in all my documents. I ain't no software engineer, but this seems to be an easy fix to a regular Excel user.
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
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