Settings and activity
37 results found
-
34 votes
Cyril
supported this idea
·
An error occurred while saving the comment -
8 votesCyril
shared this idea
·
-
11 votes
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!
Cyril
supported this idea
·
An error occurred while saving the comment Cyril
commented
Description:
The current orientation for data extraction is column-based, which presents challenges for accounting team's workflows. The data is more intuitive and accessible when the descriptions are aligned in rows, as this format closely mirrors accounting software and ledger formats commonly used in the industry.Benefits:
Aligns with standard accounting practices.
Improves readability and usability for accounting personnel.
May enhance data entry speed and reduce errors.Previous Discussion:
This issue has been raised previously and remains a significant point of concern for the user experience within accounting department. -
3 votesCyril
shared this idea
·
-
11 votes
A leaderboard style feature will be developed in the new dashboard "after" launch of Dashboard v2. It's not part of the initial scope of v2 launch but will be developed soon after.
Cyril
supported this idea
·
-
22 votes
An error occurred while saving the comment Cyril
commented
We have seen situations where clients would like to use outputs of the 1st DM extraction as inputs for a second extraction.
With the V5 DM we would need to start a new DM extraction. We will not be able to retain the settings used in the first.
-
11 votesCyril
supported this idea
·
-
1 vote
This has been deferred (not planned for the next 6 months).
A current workaround is to use the template with all extractions and simply delete the irrelevant extractions not needed from within either excel or the running of that extraction.
Please continue to share this idea, we will continue to monitor for votes and comments!
Cyril
shared this idea
·
-
1 voteCyril
shared this idea
·
-
3 votes
This has been deferred (not planned for the next 6 months).
With the implementation of V6.1 you are able to re-order extractions meaning you can easily delete an extraction and create a new one on the correct page, easily re-ordering this new extraction to the correct position in the list of extractions.
Please continue to share this idea, we will continue to monitor for votes and comments!
Cyril
shared this idea
·
-
1 voteCyril
shared this idea
·
-
5 votesCyril
supported this idea
·
-
1 voteCyril
shared this idea
·
-
8 votesCyril
shared this idea
·
-
8 votesCyril
shared this idea
·
-
4 votes
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!
Cyril
shared this idea
·
-
1 voteCyril
shared this idea
·
I'm looking to enhance our current document matching capabilities with a feature that closely resembles the VLOOKUP function in Excel but extends this functionality to search within documents. The feature would streamline the process of verifying numerical amounts or specific data points against those listed within a given document.
The envisioned feature would work as follows: A user would input a unique identifier (e.g., a policy number, transaction ID, etc.), and the system would then locate this identifier within a selected document. Upon successful identification, it would prompt the user to define the data extraction parameters, allowing for the automatic retrieval of associated figures or information adjacent to or linked with the identifier, such as amounts or dates.
This feature would not only expedite the verification process by combining two steps into one but would also enhance accuracy and efficiency across various types of documents and use cases.
Impact:
Streamlines data verification processes across different document types
Reduces the need for multiple manual checks
Ensures higher data accuracy and efficiency