288 results found
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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 -
document matching
Allow Document Matching to run the full input column selected even if there are empty rows between the sample data.
16 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 -
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 -
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?
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!
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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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.
4 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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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).
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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Snip all tables - Adding rows in Excel / avoid overwriting
When applying snip all tables and then starting to adjust the number of rows in the document its likely that this will overwrite data in Excel from tables extracted below. Maybe DS can move consecutive tables in case of adjustment of previous tables (adding a row in excel).
2 votes -
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.
8 votes -
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).
12 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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Form Extraction: the output will shift to eliminate blank columns. Output columns need to be consistent for use in workpapers
In a client discussion, when using a form extraction template the extraction came up with an error that certain fields could not be found. I assume that is an issue with finding keys. However, then the output would be shifted to create an output without spaces which makes it inconsistent with the rest of the extraction outputs.
If a key/extraction isn't found, the output columns should remain fixed so as to create a consistent table that can be copied and pasted into workpapers.
2 votes -
Bring back multiple tests for DM
Bring back the option to add multiple tests for document matching in one workbook.
23 votes -
Enhance "Find All Sums" to capture table across pages
It would be nice that we enable "Find All Sums" to capture tables that are cut-up by page breaks.
2 votes -
Enhance "Find All Sums" algorithm to increase accuracy
Client reported that with some financial documents in Mandarin Chinese, Find All Sums cannot correctly identify items on the balance sheet, and excluding it from the sum result.
There could be further investigation on what's causing these issues, and whether we can fix them.
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.9 votes -
'Key' column for Table Snip
In most cases where table snip is being used, rows have text split over multiple lines, which table snip incorrectly interprets as multiple rows. This issue is significant when dealing with large PDFs as each table snip has to be edited manually.
A simple way to solve this would be to have a 'key' column which the user selects, which tells table snip where to look to determine where the rows should be. For example, there might be a single date or value for each row (despite multiple text lines within the same row), and selecting this to be the…
7 votes
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