298 results found
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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 -
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 -
Feature for Document References / IDs
When working with lots of documents it can be helpful to create document IDs that can be autogenerated and be put on documents as well. This would be super helpful when documents need to be exported to keep an overview which document belongs to what what cell/line in the excel spreadsheet.
This is super helpful if the counterpart doesn't use DataSnipper such as tax authorities or private individuals.5 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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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 -
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 -
Single PDF, multipage Invoice Extraction
Allow invoice extraction on single PDF with multiple invoices, without needing to split PDF into separate invoices
34 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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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 -
Ability to create excel sheet templates and store them within DataSnipper.
Ability to create excel sheet templates and store them within DataSnipper.
Problem: Currently external & internal auditors use templates for completing audit procedures. This requires ecxel templates to be created and maintained within a shared document storage such as Sharepoint. Users will then download the files to their local machine. This leads to templates becoming outdated and also having a lack of insights about the useage of the templates.
It would be valuable to have an option to create, upload and manage excel templates into DataSnipper. This would allow users to create excel file templates directly from DataSnipper. To ensure…
6 votes -
Enhancements to Improve DataSnipper Usability
I would like to suggest the following two enhancements to improve the usability of DataSnipper:
Focused Snippet Display: When a page contains multiple cells and numerous snippets referencing it, this can become overwhelming and difficult to read. It can also be challenging for the reviewer to determine which information is relevant to the selected cell. It would be helpful if, when the preparer and/or reviewer clicks on a cell, only the relevant snippets for that cell are displayed, while any unrelated information is hidden.
Editable Snippet Values: When a cell refers to multiple snippets and pages, the snipping pane at…
2 votes -
Client ID/Reference Code in DS Toolbar
Introducing a feature in the DataSnipper (DS) toolbar to add a client ID number or internal reference code could be a valuable enhancement for your clients. This would allow them to easily track which clients they have used DataSnipper on, and which they haven't, thereby improving their ability to manage and analyze their work across different clients.
10 votesPlease could you provide some user scenarios for how this would address specific problems that our clients are facing.
If there are any customers who have mentioned this as a desired feature please link them to the idea so that we can reach out and understand the problem they are trying to solve.
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Export with folders
Offering the option to export documents incl. the folder structure created in the document organizer. This can be super helpful when working with counterparties that don't use DataSnipper yet and need to receive my documentation such as tax authorities or private individuals.
4 votes -
Search and snip from only selected files (instead of all of them)
Would like the ability to search and snip within certain files (not all files uploaded). When you filter for files, it will limit the files that appear but when using the search bar it will search through files outside of the filters.
12 votes -
Document Highlight
Is it possible to highlight information in a document without creating a snip.
4 votes
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