Datasnipper

Match Excel sample data with supporting documents automatically. Covers DataSnipper v5 and later. Useful for test of detail and test of control procedures.

How to automate your test with Document Matching

Cross-check Excel sample data against multiple document types (invoices, bank statements, contracts) in a single Document Matching run. Covers DataSnipper V5 and later.

How to use Document Matching with multiple document types

Increase test quality in Document Matching using Partial Matching, Fuzzy Text Matching, Required Field, Threshold, and Force Match. Covers V5 onwards; Partial Matching from V6.1.

How to use Advanced Options in Document Matching

Requires DataSnipper Elevate and the Owner role on the Dashboard.

How to create company templates in Document Matching

Frequently asked questions about Document Matching: re-running matches, multiple tests per tab, multi-page documents, advanced settings, and the difference between Partial and Fuzzy matching.

FAQs for Document Matching

Document Matching

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