242 results found
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Ability to remove unreadale/corrupt files
Client feedback: Sometimes we have corrupted files that cannot be opened or removed, but still stays in the document list. I would like to remove them.
1 vote -
better option for pasting screenshots
Internal audit client feedback: Sometimes when pasting screenshots into DS, there will be a conflict due to naming, or the previous screenshot will be replaced.
1 vote -
Add option to copy and paste without reference
Internal audit client feedback:
When copying over tables with Snips in it, the reference is also copied over. And it was time consuming to remove the reference. (Client only wishes to copy the table format & functions, not the reference.)
1 voteThis 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!
Currently if you paste via the right click option you can achieve a paste without the snip.
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Run OCR only for the portions of that document which do not contain computer generated text
OCR currently overwrites all computer generated text, sometimes with worse results. OCR may be required if a portion of the document contains computer generated text but a portion does not. In these instances it would be ideal to only run use the OCR to recognize the text that is not yet included in the text layer of the file.
1 vote -
Journal Entry Clean Up Feature
I am wondering if it would be possible to come up with a feature to help with the "cleaning" of journal entries. This could include deleting reversing entries, adding/removing accounting adjustments, deleting entries of incorrect periods, etc.
1 vote -
Enable annotation,and underlying
Enable annotation and underlying (framing, shapes, arrows, etc) on the imported documents.
9 votesThis is planned to be included the version 7 release.
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Reference within table
Table snip creates 1 purple reference cell.
If this table is grouped, this leads to 1 reference to potentially a large volume of data (can span multiple pages).In order to navigate quickly within that dataset (for quality confirmation or other reasons), this requires a manual scroll or a search. Rather including more reference options to easily find the correct location within the table.
1 vote -
If formula in form extraction
Can you add an 'if.. then' functionality in Form extraction? This is especially useful for the extract multiple lines per row option, for example IF the bank transaction has a description, THEN extract the description and if not, don't extract the data. Currently you risk having other data in the description column even if it is actually not a description. (this could also be fixed by being able to extract multiple keys for the extract multiple lines per row option).
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!
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OCR - Punctuation standardisation - apostrophes & quote marks
OCR - Punctuation standardisation - apostrophes & quote marks
When running OCR on documents depending on font some punctuation, particularly apostrophes & quote marks, come out differently e.g. Group's vs. Group’s.
This causes issues when using the financial statement suite & version compare features in particular as a lot false changes get flagged which muddy the waters significantly. If logic can be built in so the characters used for apostrophes & quote marks are consistent across the board that would be ideal, I think this setting would be best as the default and having an option to switch back to…
1 voteThis 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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Add the ability to shift the output format in Form Extraction
add the ability to decide which format the output for form extraction is (horizontal vs vertical).
10 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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Bring back multiple tests for DM
Bring back the option to add multiple tests for document matching in one workbook.
20 votes -
Multi-tab template
When creating a working paper it would be useful to be able to create a complex working with multiple document match tests spread across tabs (and within 1 tab).
Saving this template would then save the selected tabs so that, when the template is used, all of those tabs, formulae across tabs, and DM settings are auto created in the excel working paper.2 votes -
Sum Snip within Form extraction
It would be great if users could automatically sum certain parts of each document/page automatically.
For certain documents, users need to extract various amounts using FE and then sum them in Excel.
With Sum Snip inside of FE, we could automatically generate an extraction that is a sum of many. Saving time and saving on the number of extractions done.8 votes -
Document Match Showing Live Preview of Results "Snip Count = 50/75"
Add a count of snips/result a document match will return on step 3 of document matching. Could utilize the initial population to say "Snip Count = 25/75" then user would know to adjust/remove restriction such as removal of force match on same page of document and the count would live update to "Snip Count = 50/75". This would serve a similar purpose to the Form Extraction preview that live updates with changes in extractions.
1 vote -
PDF Splitter/Auto Group
Would like to have the ability to split a large pdf into several smaller ones, and also have a button in the document organiser which would automatically cluster similar documents into groups.
6 votes -
Enhancing the ability within Document Matching step 3 to limit the amount threshold
Enhancing the ability within Document Matching step 3 to limit the amount threshold in a certain direction. For example in Step 3, I would like to add an Amount threshold for an input of GL Date Recorded to look for values after +3 days of input date. This would be helpful in SURL and AP testing in TODs.
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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Automatically adjusting row height and column width when table snipping
When people use table snip it snips all the tables into the cells but the user has to then manually adjust the rows and columns and even if its the Excel shortcuts that save time like (alt+h+o+a and alt+h+o+i) it still takes time.
What if when users use table snip we automatically adjust the rows and columns to the right size?
Would that be helpful for users and would it be possible on the product/development side?
1 voteThis 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!
This has been deferred as as aim to force a change to excel's functionality as far as possible. Automatically resizing columns and rows for a user may not be desired in all scenarios (i.e. if there are other data points outside of the table range with different column and row dimensions.
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multiple keys for dynamic form sections
multiple keys for dynamic form sections
Lots of orders & invoices we'd like to use form extraction against fall down when the documents middle section can change sizes and the bottom part moves with it, so commonly where there's a breakdown of costs and then the total is summarised.
If we could set multiple keys to determine the start and end point to extract from that would alleviate this issue since the bottom bit is a fixed layout but moves with the section above and the start of the above section don't move then it should work nicely
2 votes -
multi-snips not all highlighting
When creating multiple snips (using the control key) and then separately adding additional snips over that. Only the 1st of the multi-snips will be highlighted, limiting the review functionality.
7 votes -
Redaction interacting with visible text
Redaction cut off portion of the word and therefore the rest of the word could not be snipped.
1 vote
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