Use DataSnipper's Snips and Smart Search to efficiently document your walkthrough audit procedure.
What the video covers
The video walks through documenting a walkthrough procedure in DataSnipper: importing supporting documents, using Smart Search to locate reference numbers and snip directly from results, validating a signature against a signatory list with multi-snips, and checking totals with the Sum Snip.
Prerequisites
Supporting documentation from your client
Overview of process steps in Excel
Steps
Import all documents related to the walkthrough procedure.
Select the cell for the reference you want to document and use Smart Search to find the relevant reference number or data across your documents. You can snip directly from the search results to save time.
To validate a signature on a proposal against a signatory list, hold
CTRLwhile adding snips to create multi-snips in the same cell.
Use the Sum Snip to check the mathematical accuracy of totals shown in the documents.
Before saving the workbook to your audit file, use the include/exclude documents toggle to remove any documents that should not be retained on file.