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13 results found

  1. Allow configuration of 'embed PDFs in Excel'

    14 votes

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    Under Review  ·  3 comments  ·  Core » License & settings  ·  Admin →
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    Jose Baldaia supported this idea  · 

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

    18 votes

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    New  ·  1 comment  ·  Dashboard and Advanced Reporting » Dashboard  ·  Admin →
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    Jose Baldaia supported this idea  · 

  3. Sort snips in Excel

    36 votes

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    Under Review  ·  4 comments  ·  Core » Text Snip  ·  Admin →
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    Jose Baldaia supported this idea  · 

  4. Form extraction for specific pages

    5 votes

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    Deferred  ·  1 comment  ·  Core » Form Extraction  ·  Admin →
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    Jose Baldaia supported this idea  · 

  5. Integrate feedback and support to excel

    12 votes

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    Under Review  ·  0 comments  ·  Core » Learn & Support  ·  Admin →
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    Jose Baldaia supported this idea  · 

  6. 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  ·  Admin →
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    Jose Baldaia supported this idea  · 

  7. Password protection

    3 votes

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    Planned  ·  1 comment  ·  Financial Statement Suite » New Feature  ·  Admin →
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    Jose Baldaia supported this idea  · 

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

    11 votes

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    Gathering Feedback  ·  2 comments  ·  Financial Statement Suite » Version Compare  ·  Admin →
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    Jose Baldaia supported this idea  · 

  9. Supporting ppt files

    14 votes

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    Under Review  ·  1 comment  ·  Core » Document Management  ·  Admin →
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    Jose Baldaia supported this idea  · 

  10. Option to undo the ''remove header'' option once applied

    15 votes

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    Under Review  ·  0 comments  ·  Core » Table Snip  ·  Admin →
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    Jose Baldaia supported this idea  · 

  11. Version data in Advanced Reporting

    11 votes

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    1 comment  ·  Dashboard and Advanced Reporting » Advanced Reporting  ·  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)

    Jose Baldaia shared this idea  · 

  12. Advanced Reporting timestamp filter

    2 votes

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    0 comments  ·  Dashboard and Advanced Reporting  ·  Admin →
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    Deferred  ·  AdminFang Shao (Admin, DataSnipper) responded

    It's not practical/feasible to provide this via an excel file format. It's too much data. With dashboard v2 we'll provide better ways of viewing data over time and be able to provide more granular reports. In 2025 we'll also likely work on having a reporting API which will enable the client that requires such granularity to connect and apply such filter however they want in their chosen analysis tool.


    Marking this ticket as deferred till further notice.

    Jose Baldaia supported this idea  · 

  13. Document Matching + Form Extraction (VLOOKUP)

    35 votes

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    Under Review  ·  6 comments  ·  Core » Document Matching  ·  Admin →
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    Jose Baldaia supported this idea  ·