Skip to content
← Have an idea? Share it!

Settings and activity

19 results found

  1. Run OCR only for the portions of that document which do not contain computer generated text

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Review  ·  0 comments  ·  Core » OCR (text recognition)  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Payne supported this idea  · 

  2. OCR Health Score

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Review  ·  0 comments  ·  Core » OCR (text recognition)  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Payne supported this idea  · 

  3. Template output from FE or DM

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Gathering Feedback  ·  1 comment  ·  Core » Form Extraction  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Payne supported this idea  · 

  4. Add a count for users added in to the list of users in UMS

    16 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    New  ·  0 comments  ·  Dashboard and Advanced Reporting » Dashboard  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Payne supported this idea  · 

  5. Table Snip in Form Extraction should not be fixed

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Review  ·  2 comments  ·  Core » Form Extraction  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tiffany Payne commented  · 

    Currently, in Form Extraction when users create a Table Snip they cannot edit the rows and columns. There may be instances where a user would want to edit the columns or rows and it would be helpful to have the ability to modify.

  6. Header and footer extractions

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Deferred  ·  1 comment  ·  Core » Form Extraction  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Payne supported this idea  · 

  7. Preserve Row and Columns When Repeating Table Snip

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Review  ·  0 comments  ·  Core » Table Snip  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Payne shared this idea  · 

  8. Sort snips in Excel

    34 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Review  ·  4 comments  ·  Core » Text Snip  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Payne supported this idea  · 

  9. If possible, show the two compared documents side by side, after export

    10 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Gathering Feedback  ·  2 comments  ·  Financial Statement Suite » Version Compare  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tiffany Payne commented  · 

    It would be useful to have the ability to export Version Compare results as a side-by-side PDF comparison including highlights vs only being able to see it side by side in Excel. Exporting the documents individually is not helpful since the documents don't scroll in sync in the PDF reader.

  10. Version Compare Preview (Dual Page Scrolling)

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Gathering Feedback  ·  0 comments  ·  Financial Statement Suite » Version Compare  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  11. IC Tickmark Hyperlinks in Exported PDF

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Planned  ·  1 comment  ·  Financial Statement Suite » Internal Consistency  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Payne shared this idea  · 

  12. Extract checkmarks and tickmarks from forms

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Planned  ·  0 comments  ·  Core » Form Extraction  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Payne shared this idea  · 

  13. Single PDF, multipage Invoice Extraction

    31 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Core » Form Extraction  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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!

    Tiffany Payne supported this idea  · 

  14. Custom Extraction field options

    41 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Planned  ·  18 comments  ·  Core » AI Extraction  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Payne supported this idea  · 
    An error occurred while saving the comment
    Tiffany Payne commented  · 

    Form extraction does not extract well from ADP Master Control Reports which is relevant for EBP audits. The decimals also do not extract from these reports.

  15. PDF Splitter/Auto Group

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Review  ·  2 comments  ·  Core » Document Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Payne supported this idea  · 
    An error occurred while saving the comment
    Tiffany Payne commented  · 

    I want to be able to take all my PDFs within Document Organizer and merge them into 1 PDF in a specific order.

  16. Recognize Note References in Parentheses in FSS IC Test

    10 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Gathering Feedback  ·  1 comment  ·  Financial Statement Suite » Internal Consistency  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Payne shared this idea  · 

  17. DataSnipper imported documents checking feature

    12 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Started Work  ·  2 comments  ·  Core » Document Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tiffany Payne commented  · 

    Create an option to automatically remove all documents across workbooks. Currently, the user must go into each workbook manually and select documents to remove at the end of an engagement. It would be beneficial to find a way to automate the document removal process to reduce the risk of retaining a client file.

  18. Compare PY and CY Documents Within FSS Version Compare

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Review  ·  0 comments  ·  Financial Statement Suite » Version Compare  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Payne shared this idea  · 

  19. multi-snips not all highlighting

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Under Review  ·  0 comments  ·  Core » Validation & Exception Snip &  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Tiffany Payne supported this idea  ·