Skip to main content

2022

Every DataSnipper for Excel release from 2022 (v4.1, v5.0.x, and the Financial Statement Suite v4.1 release), newest first. Part of the year-by-year DataSnipper changelog.

Every DataSnipper for Excel change from 2022, grouped by month, then by product area, newest first. Open a month, then a product, to see what changed. Changes are general availability unless marked Preview. Part of the full DataSnipper changelog, organized by year.

December

DataSnipper for Excel

1 Dec (v5.0.2) Preview

  • Document Matching updated UI. Updated look and feel included automated output column selection and feedback on match configuration errors.

  • % threshold option. Added option for % threshold

  • Fuzzy text matching option. Added option for fuzzy text matching

  • Force match on same row/page. Added option to force match on same row/page

  • Save document match as template. New feature allowing for you to save your document match as a template.

  • Retain match and Excel sheet for later. Retain your match and the related excel sheet for later use.

  • Featured templates library. Access to a featured template library provided by DataSnipper with a range of common procedures.

  • Share company templates. Ability for authorized users to share company templates across the organization.

  • Document Organizer for management. New feature to enable document management in DataSnipper.

  • Drag and drop import. Drag and drop to import all recognized file types and folders

  • Folder creation for use across features. Create folders to use in other features

  • Filter and sort documents by metadata. Filter and sort your documents using metadata such as import data, file status, or size.

  • Search documents. Search your documents and easily find the correct groupings to add to folders.

  • Document Viewer updated UI. Updated UI

  • Snipping toolbar on second screen. New snipping toolbar for changing snip type on second screen

  • Page selector added.

  • Folder and document dropdown selectors. Which link to Document organizer.

  • Rotation reindexing for accuracy. Updated rotation so all rotation options now cause reindexing in new orientation for more accurate snipping.

  • Second screen viewer experience. Updated the "show viewer in second screen" experience with option to switch directly in the viewer and responsive UI.

  • User-level settings. Update user level settings in DataSnipper to tailor to your preferences.

  • General vs Workbook settings. Configure "General Settings" which apply whenever you work with DataSnipper or "Workbook settings" which are retained at the workbook level.

  • OCR notify vs auto-apply. Option to be notified vs. auto applying OCR.

  • Paste-to-import shortcut toggle. Option for enable/disable of paste to import using the CTRL + V keyboard shortcut.

  • Learning track invite toggle. Option to enable/disable showing the learning track invite on opening DataSnipper.

  • Workbook-level table snip suggestions toggle. Option to enable/disable table snip suggestions shown on the page for a specific workbook.

  • Include all PDFs in workbook control. New control for "Include all PDFs" in the workbook.


July

DataSnipper for Excel

19 Jul (v4.1.5)

  • Table snip suggestions visible across snip types. Table snip suggestions now visible when any type of Snip is selected

  • Featured templates in Form Extraction. Featured templates are now accessible within Form Extraction

  • Backward compatibility bug fixes. Bug fixes for backward compatibility

  • Snip selection inside another. Fixed snip selection issue with one snip inside another.

  • Indexing accuracy improved. Improved indexing process accuracy

  • Concept text and table detection. Fixed a bug where concept text messes with table detection.

  • UI error bug fixes.

Financial Statement Suite

19 Jul (v4.1.5)

  • FSS speed and reliability. Improved speed and reliability of FSS

  • Tickmarks drawing over each other. Fixed snip selection issue with one snip inside another.


April

DataSnipper for Excel

7 Apr (v4.0.12)

  • Grey screen document viewer. Issue now resolved

Financial Statement Suite

7 Apr (v4.0.12)

  • FSS speed improvement. Financial statement suite speed improvement


March

DataSnipper for Excel

19 Mar (v4.1) Preview

  • Form Extraction UI updated. Updated look and feel

  • Editing keys: clicking → snipping. Changed editing keys from clicking to snipping

  • Updated layout of editing/view/preview. Updated layout of extractions editing, document view, and data preview

  • Document selector for Form Extraction. Document selector so you can choose which imported files to apply form extraction to.

  • Save form extractions as templates. So you can reuse them later if you receive more similarly structured documents

  • Templates stored locally with metadata. Templates are stored locally and only include metadata

  • Descriptions and tags for templates. Add descriptions and tags to track what exactly was extracted in the template.

  • Template landing page selection. Landing page updated to allow you to select specific templates.

  • Table Snip Suggestions in current documents. Suggestions over where tables exist in current documents

  • Single-click extract highlighted table. Extract highlighted table with a single-click

  • Improved column/row recognition algorithms. Improved column and row recognition algorithms

  • Multi-page table extraction editing. Multiple page table extraction and editing is also added within this feature

  • Enhanced Text Recognition default quality. Text Recognition will enhance the quality of the PDF text by default

  • Text Recognition all Latin/Cyrillic/CJK. Text Recognition supports all languages in Latin, Cyrillic, Chinese, Japanse, and Korean scripts

  • Handwritten Text Recognition. Supports English, Chinese Simplified, French, German, Italian, Portuguese, and Spanish

  • Lower memory/CPU footprint. Lower memory and CPU footprint

  • Caching indexes locally. Performance improvements by caching indexes locally

  • Gray/Blank PDF viewer fix. Gray / Blank PDF viewer issue is solved

Financial Statement Suite

29 Mar Preview

  • IC and PY consistency suggestions. Internal Consistency and Prior Year Consistency now give suggestions

  • Mathematical Accuracy algorithm accuracy. Mathematical Accuracy algorithm has been improved for more accuracy.

  • Automatic tickmark transfer. Algorithm has been added to move tickmarks between versions

  • FSS updated look and feel. Updated look and feel

  • Findings sidebar. Summarising all issues in the FS and providing a "to-do" list for your tick and tie.

  • Comment and Version sidebar.

  • Company-level default tickmark changes. Default tickmark changes possible at company level.

  • Custom tickmarks per user. Custom tickmarks can be added per user.

  • Flyout menus for tickmarks/comments/rotation. Flyout menus added for updating tickmarks/comments/rotation.

  • Auto tickmark application for all functions.

  • Enhanced review of placed tickmarks. Enhanced ability to review tickmarks placed


Did this answer your question?