Settings and activity

10 results found

1. Organize company templates

   11 votes

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   Under Review  ·  0 comments  ·  Core » Document Matching  ·  Delete…  ·  Admin →
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   Lisa Maresca supported this idea  ·  Nov 7, 2024

2. template sharing user to user

   16 votes

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   Under Review  ·  4 comments  ·  Core » Document Matching  ·  Delete…  ·  Admin →
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   Lisa Maresca supported this idea  ·  Nov 7, 2024

3. Option to remove all headers with 1 button

   11 votes

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   Under Review  ·  0 comments  ·  Core » Table Snip  ·  Delete…  ·  Admin →
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   Lisa Maresca supported this idea  ·  Jul 26, 2024

4. It would be great if we had Canadian Feature Templates for form extraction.

   3 votes

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   0 comments  ·  Core » Form Extraction  ·  Delete…  ·  Admin →
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   Deferred  ·  AdminJustin (Admin, DataSnipper) responded

   This 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!

   
   

   Company templates can also be used to design and tailor templates to the firm specific requirements.

   Lisa Maresca supported this idea  ·  Jul 19, 2024

5. Version Compare Preview (Dual Page Scrolling)

   5 votes

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   Gathering Feedback  ·  0 comments  ·  Financial Statement Suite » Version Compare  ·  Delete…  ·  Admin →
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   Lisa Maresca supported this idea  ·  Jul 17, 2024

6. Disable Document Viewer on program start

   39 votes

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   Started Work  ·  3 comments  ·  Core » Document Viewer  ·  Delete…  ·  Admin →
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   Lisa Maresca supported this idea  ·  May 13, 2024

7. Advanced extraction suite - other documents

   4 votes

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   1 comment  ·  Core » AI Extraction  ·  Delete…  ·  Admin →
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   Planned  ·  AdminJustin (Admin, DataSnipper) responded

   Paystubs (along with others) planned to begin development within the next 6 months.

   Lisa Maresca shared this idea  ·  May 7, 2024

8. Single PDF, multipage Invoice Extraction

   21 votes

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   0 comments  ·  Core » Form Extraction  ·  Delete…  ·  Admin →
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   Deferred  ·  AdminJustin (Admin, DataSnipper) responded

   This 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!

   Lisa Maresca supported this idea  ·  Apr 2, 2024

9. Table Snip Templates

   17 votes

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   Under Review  ·  4 comments  ·  Core » Table Snip  ·  Delete…  ·  Admin →
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   Lisa Maresca commented  ·  Oct 11, 2023  ·  Edit…  ·  Delete…

   Would be great if you edited a column/row in the table snip and it would auto update for all following pages that the table spans

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   Lisa Maresca supported this idea  ·  Oct 11, 2023

10. document matching

    8 votes

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    Under Review  ·  0 comments  ·  Core » Document Matching  ·  Delete…  ·  Admin →
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    Lisa Maresca shared this idea  ·  Jul 27, 2023