241 results found
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Automatically resize columns with snipped data
Problem statement: Sometimes when DataSnipper places snips the text is longer than the column width is sized for, this results in lack of readability and excel displays ####, the user must then manually resize columns (using ALT + OCA or Double clicking the headers).
Solution Suggestion: Can DataSnipper programatically resize the column width to automatically show all data when its snipped?
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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Indicate when there is no exact match
For document matching, when there is no exact match (f.e. when fuzzy text match or a threshold is enabled), it would be nice if the output would somehow indicate that there is no exact match. For example by giving the snips that do not have an exact match, a different colour.
25 votes -
DataSnipper will help determine the sample size and select the defined samples from the general ledger, taking materiality and other factors
Since DataSnipper now assists in matching samples with relevant supporting documents, it would be great if it could also handle sample size selection, making it a one-stop platform for both selecting and testing samples.
1 vote -
Ability to recognise and extract small tables
When adding specific page numbers to snip tables from (in v6), certain tables which have less than 3 rows and columns are not extracted. Would like if all tables irrespective of the number of rows and columns are extracted.
4 votes -
Wildcard Keys
Currently, there is only an option to have a key exactly match the text character for character. There should be an option to have keys which follow a similar pattern. For example, a backslash followed by four numbers. So instead of the key being "/2023", it would be "/####" and would pick up all lines whether it says /2022, /2023, or /2024.
5 votes -
Apply ''Snip All Tables'' again
Ability to ''Snip All Tables'' on the table again even if it has already been run in the worksheet.
2 votes -
Mass delete folders
It would be nice to be able to mass delete folders. Let's say, for example, I have a template that I use and I have already deleted all prior imports into that template, it appears to me that the folders will remain. It would be nice to be able to remove all file imports and another option to be able to mass delete folders. Or be able to delete multiple folders at once.
1 vote -
Updating signs within sum snip
It would be nice if the sum snip would retain the initial sign adjustments when an additional item is added in. Currently if you have a (500+400-100) and then add in a +200, the -100 reverts to a plus 100.
5 votes -
Adding the SAME comment across multiple imports
It would be a nice feature to be able add a comment across multiple imports at the same time... let's say for example, I have 100 PDFs that are imported and as a reviewer, I have gone through maybe a handful of those imports (say, 40 out of the 100) when I need to transition to something else, it'd be nice to have a feature to say, - hey, on these imported documents, I want to add a "Reviewed by AG on 9/19/2024"... something like that... I was also thinking it would be nice to add, say, sequential comments across…
1 vote -
OCR identifies potential PII (personal identifiable information)
I am not sure if this falls under another category, but I was thinking it would be a nice feature to identify anything in imported documents that could potentially be considered personal identifiable information (PII). For example, perhaps an option under the "Remove" drop down, you could click a button that scans all imported documents for account numbers or social security numbers, etc. Not necessarily a feature that will redact this for you, but just looks for some generic patterns that might suggest that this is PII that would need to be redacted from the imported files.
1 vote -
Zooming in and zooming out feature on all imported documents
Minor wish list here, but it would be nice to be able to set a zoom % for all imported documents rather than having to do it on each individual document. And I am not certain about this, but I think when you zoom in or out on an imported document, that zoom setting that was previously selected does retain. In other words, I think you have to reset the zoom every time on an individual document.
1 vote -
DataSnipper imported documents checking feature
Before archiving workpapers in the audit file, the end-user might be required to remove any imported documents using DataSnipper. The necessity of removing documents is dependent on the firms documentation requirements.
Currently it is time-consuming to go through all the excel workbooks and remove imported documents. Can a feature be developed which
1. identifies workbooks in a selected folder that have Imported Documents
2. Provides an option for the end-user to bulk remove imported documents12 votes -
Optionality to exclude columns/rows from a snipped table
Table snips is a great feature, but it would be nice if I could choose columns or rows that I want to exclude from a table snip - I know you can do this once the table snips is in Excel, but it would be nice if I could do this while working in the Table snip feature itself... for example, let's say I have a table with 7 columns, and I only want to bring over 3 of those seven columns into Excel. It would be nice if I could work within a Table snip and basically only bring…
1 vote -
Exporteer verschillen
…- Bij een detailcontrole waarbij veel fouten (verschil tussen A en B) voorkomen, zou het handig zijn als met een druk op de knop een export kan worden gemaakt van de verschillen. Hierin zou de databron (gecontroleerd) en de documenten (bv. factuur/prijsafspraak van de klant) opgenomen kunnen worden en duidelijk gemaakt wat het verschil is en wat met elkaar is vergeleken. Dit om met de klant te delen en te vragen om hier een verklaring voor te geven. Een stap verder, zou het mooi zijn als datasnipper automatisch een mail (of voorzet doet) met wat er is vergeleken met elkaar1 vote -
Preference setting to choose viewing option
I would like to suggest a setting that would allow a person to change their excel options for their viewer preference. Myself, I almost always work with the viewer in another window, since it can take up a lot of space in a large excel sheet. Having a spot where a person could set it to automatically go there every time I create or open a file would be a very nice option.
7 votes -
Dynamic sample sizes
Allow dynamic sample sizes in document matching templates.
2 votes -
Drag and drop from e-mail directly to the document organizer
Please add feature of drag & drop from email client directly into the document organizer.
Takes extra time to first save on the computer and then drag & dropping it.
2 votes -
Automatically Compressing Documents
Automatically compressing documents on import. Default or optional setting. Perhaps a pop up when threashold is reached giving you the option to compress then. Clients cannot easily find or even know that compressing is an option
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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Consistency in decimal recognition
DS should make use of the standard method of decimal identification and apply that to all numbers within a document.
i.e. 8,930.15: ","is a thousand separator while "." is a decimal separator. If this is the standard for all numbers in a document, then a number presented as 45.118 should be read with "." as a decimal separator (not a thousand separator).
12 votes -
Search should not cover snips
Search (yellow highlight) covers snip results. This makes it difficult to view snip results in some instances.
In addition, search shows entire rows and not the exact search match.
2 votes
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