255 results found
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Validation Snip Not Impacting Formatting of Current Text in Cell
Validation snip should not impact the formatting of current text in the cell when validate snipping in that cell.
Example being a date in current cell is validated with support and then it changes the date to be "General" formatting instead of "Short Date" formatting. Time loss having to redo formatting.
2 votes -
Disable automatic datasnips search in documents
Recently, while using the program, I have noticed that it automatically searches for and retrieves snips of text from various documents. While this feature can be useful in most cases, it causes Excel crash very fast (even if imported documents are compresed). Therefore, I would greatly appreciate it if the automatic data snip search could be disabled by pressing an option button, similar to the calculation options in Excel.
19 votesMy apologies, the fix made was for the auto-enter into the search box.
The ask of this ticket to not actually search the documents in the background to save on processing power has not as yet been addressed but is planned for resolution.
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Add "conditions" to Document Matching
I was using DM the other day to compare cash payments that were summarized in an Excel file to bank statements that were provided to me by the client. I didn't have any data in the Excel file other than (1) a hardcoded date and (2) the amount that I was told was paid. I was attempting to match the amount paid from the Excel file to the bank statement (which I was able to do with a very high success rate). But this also got me thinking, what if I could refine the document matching to look for certain…
4 votes -
slepen
Bestanden slepen naar Excel om het in Datasnipper te krijgen. Om bestanden in Datasnipper te importen moeten bestanden nu eerst lokaal worden opgeslagen of worden gekopieerd.
1 voteDrag files to import is available in the Document Organizer. This is a drag functionality from local storage however the drag functionality from other locations would require further integrations to be built. Integrations are in research. If you have a specific platform that you would like to drag files into DataSnipper from, please let us know so that we can investigate further.
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Allow configuration of 'embed PDFs in Excel'
At the moment, there is a per-workbook setting to flick on or off 'Embed PDFs in Excel'. It would be useful to provide domain administrators with a method of applying this setting across their domain, and disabling the toggle for users.
8 votes -
Document Match the correct snip (understand documents)
Amend the DM algorithm to prioritize matches based on a logical understanding of the documents as opposed to simply limiting the distance between snips. i.e. DM should know to extract the value from the numbers in the document, not at the end of the tax identification number.
1 vote -
Sample not used in Doc Match test
Rework UX for selecting sample data even if it is not directly used in a document matching test. If I select an input field not used in the test then get to step 3, I have to go back to step 1 to rework all the settings. Rather allow the selection of ‘no output’.
1 vote -
Templates only for standardized output
Allow templates to be used on a current tab in excel so that only the output is templated (added).
That allows dynamic inputs to be built in the excel and then a template to be selected which will output a standard output section (headers and columns expected to test).
1 vote -
Working paper templates (not doc matching settings)
Allow templates to be created even without document matching configuration (access working papers from directly in excel).
1 vote -
Improve user interface for "include PDFs in excel"
Currently it is possible to store documents in sharepoint and not include them in the excel document however this process is not verry clear. It would be great if there was a better worflow to take users through the process of referancing sharepoint files.
1 vote -
Consideration of exchange rates in document matching.
It would be helpful if you could enter which exchange rate Datasnipper should use and then convert and match the values yourself. For example, we receive reporting packages in foreign currencies and the exchange rates used in each case. If you want to check the conversion, you have to do this manually. Datasnipper could automate this.
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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Financial statements extraction model similar to invoice extraction or contract extraction already available.
Financial statements extraction model similar to invoice extraction or contract extraction already available.
If the model could be trained to pull out statutory information like who signed & the date i.e. for the audit report / strategic report / Balance sheet; other useful statutory information would be things like accounting standards prepared under and who the ultimate controlling party is etc.
As well as other standard numerical info such as turnover, debtors, creditors, bank, employee numbers, etc.
2 votes -
Auto name extraction by key / snip to name
Set key behaviour to help more accurately get it right automatically i.e. search left or above etc, a lot of forms the key wanted its directly left or above so if this could be set then when creating extractions with a lot of fields it would speed things up tremendously
2 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.3 votes -
Delete Files without Snips
It would be nice to have the feature to remove all Files/Documents without snips not only all pages without snips. So the documents with snips stay in excel as a whole and the the documents not needed can be deleted easily
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!
The functionality is currently achievable via the Document Organizer. Sort all documents by snips, select documents without snips and remove.
Upcoming UI improvements will hopefully make this even easier.
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Supporting ppt files
Working with ppt file is a popular medium for working papers in Thaiwan.
13 votes -
List comparison
Compare 2 user lists to identify changes (new users added, users removed, changes in user roles). User list files are pdf, txt, excel.
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!
A current solution would be to extract both lists into excel and then perform the analysis using excel functionality.
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Write to PDF
Allow inverse direction of work. So instead of extracting data from PDF to excel, populate a form with data from excel.
1 vote -
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
3 votes -
Interface with ERP to obtain documents from the ERP directly
Request coming from financial control departments: next to having document matching, I'd love to have a plug in that can also automatically extract the documents related to the selected samples from the ERP system
9 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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