281 results found
-
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!
-
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!
-
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!
-
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!
-
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 -
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.
17 votes -
Intuitive Template Deletion
Can we implement a more intuitive method for deleting DM/FE templates, such as using a three dots menu? The current method, which requires a right-click, is not user-friendly. A more straightforward deletion process would simplify template management and reduce user frustration
4 votes -
Customization for document match templates
Having the ability to select which document types (folders) are present in a test from the document matching template allows the template to be customized by the user more easily.
So if the test needs both an invoice and delivery note, the user can select that they dont have a delivery note and the test will still work with just the invoice.
3 votes -
Automatically apply OCR should automatically run OCR on all documents, not only those that have no text layer
The automatically Apply OCR run only when there is no text detected in the document. By default, if there is text detected, it wont run.
I would prefer an option to automatically run OCR on all imported documents, irrespective of their initial status.
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!
-
Document Matcing snip integrity check
I was document matching (DM) a large PDF file the other day and while I was reviewing the DM output, it occurred to me that it would be nice to have a feature where DataSnipper could quickly identify discrepancies (or better said, lack of consistency) across the uploaded PDF files and the DM that was performed... for example, let's say the uploaded documents are different (so, Form Extraction is not an option), but there are some consistent documents - i.e., invoices or bills of lading are included in the PDF import. It would be nice if DM had the ability…
2 votes -
Export OCR PDF file >> keep OCR
If I, after running OCR on a PDF, export the pdf to my computer, the text is unrecognized and I can't search it anymore using for example Acrobat. It would be nice and usefull if a PDF that was text recognised, stays that way after export.
2 votes -
Control featured templates available to team
it would be nice if I could control the Featured templates from my DataSnipper dashboard; it would be ideal if we could pick and choose which are relevant to us rather than it being an all or nothing from your side.
3 votes -
Provide further options for configuring private OCR endpoints
Currently, it is only possible to authenticate to the OCR endpoint using an API key. There are other (more secure) authentication methods available to be configured on these resources within Azure. It would be beneficial if DataSnipper would support changing the authentication method that DataSnipper uses
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!
- Don't see your idea?