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95 results found

  1. Bulk edit comments

    6 votes

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    Under Review  ·  1 comment  ·  Financial Statement Suite » Comments  ·  Admin →
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    Rachel Leininger supported this idea  · 

  2. Password protection

    3 votes

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    Planned  ·  1 comment  ·  Financial Statement Suite » New Feature  ·  Admin →
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    Rachel Leininger supported this idea  · 

  3. Find all values above materiality

    5 votes

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    Under Review  ·  0 comments  ·  Financial Statement Suite » New Feature  ·  Admin →
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    Rachel Leininger supported this idea  · 

  4. Internal Consistency of numbers calculated in Calculator

    1 vote

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    New  ·  0 comments  ·  Financial Statement Suite » Internal Consistency  ·  Admin →
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    Rachel Leininger shared this idea  · 

  5. Save Total Amounts in Calculator for Further Calculations

    2 votes

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    New  ·  1 comment  ·  Financial Statement Suite » Mathematical Accuracy  ·  Admin →
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    An error occurred while saving the comment
    Rachel Leininger commented  · 

    On this point, I would like the calculator function to store the "Total Amount" so it can be used / referenced. For example, if I used the calculator to calculate a new amount, like Net Position from the comment above, I then want to be able to add tickmarks to that amount so it can be referenced / tied to other pages. I have posted my feedback under Internal Consistency.

    Rachel Leininger supported this idea  · 

  6. Edit Numbers within the FSS

    3 votes

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    Deferred  ·  0 comments  ·  Financial Statement Suite » Mathematical Accuracy  ·  Admin →
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    Rachel Leininger supported this idea  · 

  7. Automatically Add Internal Consistency Tickmark

    2 votes

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    Deferred  ·  0 comments  ·  Financial Statement Suite  ·  Admin →
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    Rachel Leininger supported this idea  · 

  8. Teach the system how to foot a specific financial statement that is repetitive in the annual report.

    3 votes

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    New  ·  0 comments  ·  Financial Statement Suite » Mathematical Accuracy  ·  Admin →
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    Rachel Leininger supported this idea  · 

  9. Optimize PDF

    2 votes

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    0 comments  ·  Core » OCR (text recognition)  ·  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!

    Rachel Leininger supported this idea  · 

  10. Expand OCR capabilities within Form Extraction

    5 votes

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    Planned  ·  0 comments  ·  Core » Form Extraction  ·  Admin →
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    Rachel Leininger supported this idea  · 

  11. OCR Health Score

    5 votes

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    Under Review  ·  0 comments  ·  Core » OCR (text recognition)  ·  Admin →
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    Rachel Leininger supported this idea  · 

  12. Automatically apply OCR should automatically run OCR on all documents, not only those that have no text layer

    7 votes

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    1 comment  ·  Core » Text Snip  ·  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!

    Rachel Leininger supported this idea  · 

  13. OCR warning

    3 votes

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    Under Review  ·  0 comments  ·  Core  ·  Admin →
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    Rachel Leininger supported this idea  · 

  14. More functionality in organizing imported documents for export

    2 votes

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    New  ·  0 comments  ·  Core » Document Management  ·  Admin →
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    Rachel Leininger shared this idea  · 

  15. Organize folders in the organizer

    6 votes

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    Planned  ·  2 comments  ·  Core » Document Management  ·  Admin →
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    Rachel Leininger supported this idea  · 

  16. Quick/Mass Redact

    4 votes

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    Under Review  ·  1 comment  ·  Core » Document Management  ·  Admin →
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    Rachel Leininger supported this idea  · 

  17. Zooming in and zooming out feature on all imported documents

    2 votes

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    Under Review  ·  0 comments  ·  Core » Document Management  ·  Admin →
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    Rachel Leininger supported this idea  · 

  18. Drag and drop from e-mail directly to the document organizer

    5 votes

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    Under Review  ·  0 comments  ·  Core » Document Management  ·  Admin →
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    Rachel Leininger supported this idea  · 

  19. Export with folders

    2 votes

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    Gathering Feedback  ·  0 comments  ·  Core » Document Management  ·  Admin →
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    Rachel Leininger supported this idea  · 

  20. Ability to move IC tickmarks on "Reference only" side when placing them.

    1 vote

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    New  ·  0 comments  ·  Financial Statement Suite » Internal Consistency  ·  Admin →
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    Rachel Leininger shared this idea  · 
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