Settings and activity

107 results found

1. Automatically Add Internal Consistency Tickmark

   2 votes

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   Deferred  ·  0 comments  ·  Financial Statement Suite  ·  Delete…  ·  Admin →
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   Rachel Leininger supported this idea  ·  Feb 20, 2025

2. 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  ·  Delete…  ·  Admin →
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   Rachel Leininger supported this idea  ·  Feb 20, 2025

3. Optimize PDF

   3 votes

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

   Rachel Leininger supported this idea  ·  Feb 19, 2025

4. Expand OCR capabilities within Form Extraction

   6 votes

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   Planned  ·  0 comments  ·  Core » Form Extraction  ·  Delete…  ·  Admin →
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   Rachel Leininger supported this idea  ·  Feb 19, 2025

5. OCR Health Score

   6 votes

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   Under Review  ·  0 comments  ·  Core » OCR (text recognition)  ·  Delete…  ·  Admin →
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   Rachel Leininger supported this idea  ·  Feb 19, 2025

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

   8 votes

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   1 comment  ·  Core » Text Snip  ·  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!

   Rachel Leininger supported this idea  ·  Feb 19, 2025

7. OCR warning

   3 votes

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   Under Review  ·  0 comments  ·  Core  ·  Delete…  ·  Admin →
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   Rachel Leininger supported this idea  ·  Feb 19, 2025

8. More functionality in organizing imported documents for export

   3 votes

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   New  ·  0 comments  ·  Core » Document Management  ·  Delete…  ·  Admin →
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   Rachel Leininger shared this idea  ·  Feb 13, 2025

9. Organize folders in the organizer

   7 votes

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   Planned  ·  2 comments  ·  Core » Document Management  ·  Delete…  ·  Admin →
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   Rachel Leininger supported this idea  ·  Feb 13, 2025

10. Quick/Mass Redact

    6 votes

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    Under Review  ·  1 comment  ·  Core » Document Management  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Feb 13, 2025

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

    3 votes

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    Under Review  ·  0 comments  ·  Core » Document Management  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Feb 13, 2025

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

    6 votes

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    Under Review  ·  0 comments  ·  Core » Document Management  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Feb 13, 2025

13. Export with folders

    4 votes

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    Gathering Feedback  ·  0 comments  ·  Core » Document Management  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Feb 13, 2025

14. 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  ·  Edit…  ·  Delete…  ·  Admin →
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    Rachel Leininger shared this idea  ·  Feb 11, 2025

15. Identification of note numbers and financial information

    14 votes

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    New  ·  3 comments  ·  Financial Statement Suite » Mathematical Accuracy  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Feb 11, 2025

16. IC Tickmark Hyperlinks in Exported PDF

    7 votes

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    Planned  ·  1 comment  ·  Financial Statement Suite » Internal Consistency  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Feb 11, 2025

17. Foot and cross foot numbers in table

    2 votes

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    New  ·  1 comment  ·  Financial Statement Suite » Mathematical Accuracy  ·  Delete…  ·  Admin →
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    Rachel Leininger shared this idea  ·  Feb 10, 2025

18. Track usage of featured templates

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    Under Review  ·  0 comments  ·  Dashboard and Advanced Reporting » Metrics  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Jan 27, 2025

19. Version data in Advanced Reporting

    11 votes

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    1 comment  ·  Dashboard and Advanced Reporting » Advanced Reporting  ·  Delete…  ·  Admin →
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    Planned  ·  AdminFang Shao (Admin, DataSnipper) responded

    Core team is working on sending this data which we'll then be able to incorporate into both AR & Dashboard. (Regardless of which licensing method the company is on)

    Rachel Leininger supported this idea  ·  Jan 27, 2025

20. Highlighting/strikethrough/text replace

    20 votes

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    Planned  ·  3 comments  ·  Financial Statement Suite  ·  Delete…  ·  Admin →
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    Rachel Leininger supported this idea  ·  Jan 23, 2025