281 results found
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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.)
2 votesThis has been deferred (not planned for the next 6 months).
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Currently if you paste via the right click option you can achieve a paste without the snip.
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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.
3 votesThis has been deferred (not planned for the next 6 months).
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A current solution would be to extract both lists into excel and then perform the analysis using excel functionality.
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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.4 votes -
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.
2 votes -
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.
2 votes -
Sort snips in Excel
It would be great if it was possible to perform sort through Excel functionality on snips inserted into Excel without messing up the DataSnipper links to the documnet.
36 votes -
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…
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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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.
20 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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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
4 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
9 votesThis has been deferred (not planned for the next 6 months).
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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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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.
2 votes -
Rotate imported image by small degrees
It would be nice if we had the ability to slightly rotate an image by a small degree. For example, if a PDF has a poor scan of an image and lets say that image is slightly skewed, it'd be nice to rotate that image to a degree less than 90 degrees... for example, let's say, I just want to rotate the image to the left, say, 2-3% degrees so that the columns are more up-and-down rather than slightly skewed.
4 votes -
Supporting ppt files
Working with ppt file is a popular medium for working papers in Thaiwan.
14 votes -
Translate Snip Function
Add a translate Snip function. We often get documents in Spanish, so it would be handy to be able to Snip the Spanish comments and have it translated into English for our working paper.
9 votes -
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 -
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
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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Enable annotation,and underlying
Enable annotation and underlying (framing, shapes, arrows, etc) on the imported documents.
11 votesThis is planned to be included the version 7 release.
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Redaction interacting with visible text
Redaction cut off portion of the word and therefore the rest of the word could not be snipped.
2 votes -
document matching
Allow Document Matching to run the full input column selected even if there are empty rows between the sample data.
15 votes -
Filter for more than just document name
In the Document Organizer, I'd like to be able to use the Filter field on the file "Status" to select documents. For example: to apply OCR to all files that have "Status" of Contains Text or to select all files that imported corrupted to remove those files in bulk.
2 votes
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