291 results found
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Maintain document formatting
Specifically for table snip, allow formatting such as bold, italics etic. to be retained when snipping.
3 votes -
Identification when a snip has been edited
If a snip is edited after the fact (i.e. change the numbers in a sum snip or change the text in a text snip). It would be great to have a clear indication of this.
8 votes -
13 votes
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Preserve Row and Columns When Repeating Table Snip
When repeating a Table Snip, the rows and columns the user sets in the first Table Snip are not preserved when repeating the Table Snip. The user ends up spending a significant amount of time adjusting the rows and columns for subsequent pages. If the rows/columns were preserved when repeating a table snip it would save users a lot of time doing clean up.
8 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 -
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 -
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 -
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.
7 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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Disable table snip suggestions by default
I would like to be able to disable table snip suggestions as a default setting, that way I don't have to disable that feature in every workbook I open. I don't utilize the suggestions much more often that I do use them, so they tend to get in the way.
18 votes
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