Use DataSnipper's Document Matching to perform and automate revenue testing procedures efficiently.
Video Tutorial
What the video covers
Importing invoices, bank statements, and shipping documents into DataSnipper.
Starting a new document matching and selecting the sample revenue transactions to test.
Matching the sample data against the document folders and generating the output columns.
Reviewing the matched results and applying professional judgement while moving through the snipped cells.
Prerequisites
A sample of revenue transactions to test
Supporting documentation such as sales invoices, shipping documents, and bank statements
Steps
Import all relevant documents into DataSnipper: invoices, bank statements, and shipping documents.
Click Document Matching in the DataSnipper ribbon and select Start new document matching.
Select the relevant sample data columns.
Select Document Folders and check the folders for Invoices, Shipping Documents, and Bank Statements in that order.
Review the output columns and adjust them to match your procedure requirements.
Click Match all rows. DataSnipper automatically matches and extracts the relevant data.
Once the match is complete, review the output by moving through the snipped cells.
