Learn how to seamlessly flow structured data directly into DataSnipper using Validis x DataSnipper Financial Statement Document Matching Template
Video Tutorial:
Pre-requisites:
- DataSnipper Professional or Enterprise Package
- DataSnipper Version 5.0 or later
- Validis Account
Step-by-step Guide:
-
Log into your Validis account. Navigate the interface to select the appropriate financial period. Download the required financial report in Excel format.
-
Open the downloaded Excel file containing your detailed financial data. Ensure you can see the tab filled with the financial data you’ll be using for the Document Matching process.
-
Next, go to the Excel ribbon and click on the DataSnipper tab. Click on the Document Matching button to open the Document Matching panel.
-
Open the 'Validis x DataSnipper Financial Statement Document Matching Template.' A new tab will be automatically added to your workbook with the template preloaded.
-
Highlight the relevant sections in the 'Validis Financial Snapshot' tab. Copy and paste this data into the corresponding areas on the Document Matching template tab, ensuring that each field lines up correctly.
-
Look for the Match All Rows button within the template. Click on it to instruct DataSnipper to start matching your Excel data against the figures in the annual report PDF, which should already be loaded into the tool.
And there you have it! You've successfully matched your financial data from Validis with your annual report using DataSnipper's Document Matching feature. This efficient process ensures that your financial audit is both accurate and verifiable.