Settings and activity

39 results found

1. Multiple Form Extraction Keys

   7 votes

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   Under Review  ·  2 comments  ·  Core » Form Extraction  ·  Delete…  ·  Admin →
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   Callum supported this idea  ·  Jan 14, 2025

2. Allow configuration of 'embed PDFs in Excel'

   6 votes

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   Under Review  ·  2 comments  ·  Core » License & settings  ·  Delete…  ·  Admin →
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   Callum supported this idea  ·  Oct 8, 2024

3. OCR - Punctuation standardisation - apostrophes & quote marks

   1 vote

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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!

   Callum shared this idea  ·  May 14, 2024

4. callum.finister@azets.co.uk

   3 votes

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   Under Review  ·  0 comments  ·  Financial Statement Suite » Version Compare  ·  Delete…  ·  Admin →
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   Callum shared this idea  ·  May 14, 2024

5. Financial statements extraction model similar to invoice extraction or contract extraction already available.

   2 votes

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   Under Review  ·  0 comments  ·  Core » AI Extraction  ·  Delete…  ·  Admin →
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   Callum shared this idea  ·  Apr 26, 2024

6. Quick/Mass Redact

   3 votes

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   Under Review  ·  1 comment  ·  Core » Document Management  ·  Delete…  ·  Admin →
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   Callum shared this idea  ·  Mar 27, 2024

7. Spell check

   27 votes

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   Planned  ·  3 comments  ·  Financial Statement Suite  ·  Delete…  ·  Admin →
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   Callum supported this idea  ·  Mar 12, 2024

8. Auto name extraction by key / snip to name

   2 votes

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   Deferred  ·  1 comment  ·  Core » Form Extraction  ·  Delete…  ·  Admin →
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   Callum shared this idea  ·  Mar 11, 2024
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   Callum commented  ·  Mar 11, 2024  ·  Edit…  ·  Delete…

   Auto name extraction by key / snip to name

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9. multiple keys for dynamic form sections

   2 votes

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   Under Review  ·  0 comments  ·  Core » Form Extraction  ·  Delete…  ·  Admin →
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   Callum shared this idea  ·  Feb 20, 2024

10. Document Classification

    4 votes

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    1 comment  ·  Core » New Feature Request  ·  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!

    Callum supported this idea  ·  Feb 16, 2024
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    Callum commented  ·  Feb 16, 2024  ·  Edit…  ·  Delete…

    AI Form grouping

    If AI could be utilised to group documents into folders it thinks are formatted the same and would work under form extraction well. If it could just do it over the whole selection of documents or if you could pick one as an example to find matches against that could be helpful when clients don't provide files in an organised format

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11. Error limits

    2 votes

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    Gathering Feedback  ·  0 comments  ·  Financial Statement Suite » New Feature  ·  Delete…  ·  Admin →
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    Callum supported this idea  ·  Feb 15, 2024

12. Ability to remove all tickmarks (Bulk remove)

    6 votes

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    Planned  ·  0 comments  ·  Financial Statement Suite » New Feature  ·  Delete…  ·  Admin →
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    Callum supported this idea  ·  Feb 15, 2024

13. Name of the preparer to be mentioned on first page with the completion date

    9 votes

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    Under Review  ·  3 comments  ·  Financial Statement Suite » New Feature  ·  Delete…  ·  Admin →
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    Callum supported this idea  ·  Feb 15, 2024

14. Repetitive Header and Footer Modifications in Version Comparison

    2 votes

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    New  ·  1 comment  ·  Financial Statement Suite » Version Compare  ·  Delete…  ·  Admin →
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    Callum supported this idea  ·  Feb 15, 2024

15. PY error comment provided by the tool should specify the recommended value as per the PY file

    2 votes

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    Under Review  ·  1 comment  ·  Financial Statement Suite » Prior Year Consistency  ·  Delete…  ·  Admin →
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    Callum supported this idea  ·  Feb 15, 2024

16. Check PY closing to CY opening

    5 votes

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    Gathering Feedback  ·  2 comments  ·  Financial Statement Suite » Prior Year Consistency  ·  Delete…  ·  Admin →
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    Callum supported this idea  ·  Feb 15, 2024

17. Syncronized scroll

    4 votes

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    Under Review  ·  0 comments  ·  Financial Statement Suite » Prior Year Consistency  ·  Delete…  ·  Admin →
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    Callum supported this idea  ·  Feb 15, 2024

18. Flag large differences

    3 votes

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    Under Review  ·  0 comments  ·  Financial Statement Suite » Mathematical Accuracy  ·  Delete…  ·  Admin →
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    Callum supported this idea  ·  Feb 15, 2024

19. Match figures in FS to front-end reports

    5 votes

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    Under Review  ·  2 comments  ·  Financial Statement Suite » Internal Consistency  ·  Delete…  ·  Admin →
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    Callum supported this idea  ·  Feb 15, 2024

20. Bulk edit comments

    5 votes

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    Under Review  ·  1 comment  ·  Financial Statement Suite » Comments  ·  Delete…  ·  Admin →
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    Callum supported this idea  ·  Feb 15, 2024