How to use advanced document matching options

Learn how to use two advanced options in Document Matching. These options help you to add additional rules to increase the quality of your audit tests.

About Document Matching 

Document Matching lets you automatically match Excel data with supporting documents, such as invoices, bank statements, and contracts. This AI-powered feature will find the correct text, date and/or number in a source document, and then automatically creates a reference to your sample data.

Choose your DataSnipper version to learn more about Document Matching:

👉 DataSnipper version 4.1 and earlier

👉 DataSnipper version 5.0 and later

DataSnipper version 4.1 and earlier

Video tutorial

In this video, you will learn how to use two advanced options in Document Matching. These options help you to add additional rules to increase the quality of your audit tests.

Advanced options menu

1. The document matching options can be set up in the settings of document matching.
2. By clicking the "..." button, right from the header selection, you can choose between 2 options.

Required

You can set a column as required. If a value in that column cannot be found, the corresponding row will be left empty. By using this option, you will decrease the chance of a false match.

Deviations

You can also allow a difference up to a specified amount when matching a value. This can be useful for values like amount or date since they can be slightly different on other document types.

DataSnipper version 5.0 and later

Video tutorial

In this video, you will learn how to use advanced options in Document Matching. These options help you to add additional rules to increase the quality of your audit tests.

Advanced options menu

1. The document matching advanced options can be set up in the final step of document matching.
2. Each input and output columns have the advanced options shown as the "..." button.

Input columns

You can set three advanced options for the input columns:

Mandatory field 

You can check the Mandatory field box which will require DataSnipper to find the input value in each document. By using this option, you will decrease the chance of a false match;

Fuzzy Text Matching

You can check the Fuzzy text matching box which will output not identical but similar text matches in the output column, e.g. an abbreviation;

Setting a threshold

Finally, you can allow a difference up to a certain number when matching a value. This can be useful for amounts or dates that are slightly different on other document types. You can set the threshold amount by a percentage or numeric value. 

Output columns

You can also set advanced options for the output columns. By using force match, you can indicate all matches should be in the same row of the table or on the same page of the document. This option allows you to tailor your matches in an organized manner, increasing the quality of the match.