288 results found
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Disable simultaneous scrolling within version compare
When running version compare, there should be an option to disable the simultaneous scrolling of both the old and the new version (this is particularly due to the fact that the new version of the document could contain more pages than the original document which results in the review process being disrupted).
2 votes -
Disable simultaneous scrolling within version compare
When running version compare, there should be an option to disable the simultaneous scrolling of both the old and the new version (this is particularly due to the fact that the new version of the document could contain more pages than the original document which results in the review process being disrupted).
2 votes -
12 votes
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Excel showing count, not sum and average
Selecting multiple cells with numbers will automatically show the count, average and sum in the lower brown bar by default.
If you use text snip, or table snip to extract those numbers, Excel only shows count, and not sum and average. Even when transforming the snipped numbers into an Accounting Number Format. Not a must-have but maybe nice-to-have to integrate in the future3 votes -
OCR Health Score
Implement a confidence scoring system to provide users with insights into the accuracy of OCR-extracted text. I envision this feature offering both document-level and word/number-level confidence scores, empowering users to evaluate the reliability of the extracted data and make informed decisions.
Granular Confidence Levels: Clearly define confidence score ranges (e.g., high, medium, low) and provide corresponding probability values for better interpretability.
Visual Indicators: Incorporate visual cues (e.g., color-coding, icons) to quickly convey confidence levels, enhancing user experience.6 votes -
Allow document match to force match to same paragraph.
Editing the force match same row (or adding a new option) to not be as dependent on the table snip identification.
2 votes -
Ability to select multiple keys for a single extraction
This could help with honing in on the proper extraction point. Could potentially help K-1 extractions if the system has multiple anchors to select the location on the page
4 votes -
2 licenses
Have the ability to toggle between different licenses to allow easy testing of the latest insider release without compromising on the ability to quickly revert to the public release stable versions.
2 votes -
Ability to rotate and adjust the angle of the snips
It would be great if we can slightly rotate the snips for documents (especially handwritten) which are at an angle.
2 votes -
Be able to snip within an excel workbook.
Typically we have our audit test papers in excel. The first tab is the lead schedule with all the line items being tested including some links to what we snip. Usually on subsequent numbered tabs we will paste screenshots of approvals/ snippets of calculations. It would be useful to be able to use the leadsheet to be able to snip data pasted as images or tables in the subsequent tabs of the same excel file.
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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Option to undo the ''remove header'' option once applied
Would like to have an option to undo "remove header'' in the table snip or have an option to add that back if it's been removed by mistake.
15 votes -
Template Search Bar
Under company templates, there should be an option of a search bar in order to search for specific templates, as in those cases where there a huge number of templates created under company templates section, it becomes a tedious task when looking for a specific template.
12 votes -
Remove option, of remove pages with snips
It would be nice to have a remove option of remove pages with snips, so I can bulk remove duplicate sample pages for a more accurate document match, like removing all the checks from a combined pdf, that also includes invoices.
6 votesThis has been deferred (not planned for the next 6 months).
The problem noted of removing duplicate sample pages for a more accurate document match is something we would like to consider solving. An option to remove documents with snips however introduces an option to essentially remove links for work performed with DataSnipper.
Please continue to share this idea, we will continue to monitor for votes and comments!
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Extract checkmarks and tickmarks from forms
It would be useful if Form Extraction was able to extract checkmarks and tickmarks from form boxes. This is prevalent on many tax forms as well as some forms audit teams review during test of detail.
9 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.
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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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.
6 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…
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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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.
3 votes -
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.
3 votes -
Include page numbers in export to excel in Form Extraction (per page)
I want the ability to see the page numbers in Export to Excel as they are shown in the preview of Form Extraction, extract per page.
5 votes
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