294 results found
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Export functionality -
In previous version adobe export created one file with an indexing functionality that has all pdf's in one file. For example when we imbed confirmations into an excel file, we want to export those confirmations into one pdf, versus individual pdfs.
3 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.
3 votes -
Integrate feedback and support to excel
Allow, with userbase licence, to easily give your feedback and fill a support ticket inside excel.
No more need to get on another website, and sign-up / sign-in. Just click on a button, a windows open to complete the form (NPS or support). So we never leave excel again.13 votes -
Crashing when adding a screenshot
When I open the Excel document with PDF attached and different text datasnipped, and I 'd like to paste a screenshot from the Clipboard as a picture to Excel, Datasnipper dialogue box appears - "You are pasting an image, do you want to import this in DataSnipper" Selecting, Yes, No, or closing the dialog, will crush the Excel.
3 votes -
"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?).
2 votes -
Multi-language support on UI level
Would be great if our tool supports languages besides English on a UI level. Getting push back from prospects in Taiwan & Korea (Crowe Taiwan, UHY Taiwan & UHY South Korea) as English is not their main language and they find it difficult to navigate a tool that does not support their local language.
21 votes -
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 -
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
10 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 -
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
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