Learn how to use DataSnipper to evaluate the design and implementation of your controls using manual Snips and Search and Snip.
Video walkthrough
What the video covers
The walkthrough shows documenting each control attribute with Text Snip, finding information across documents with Search and Snip, verifying totals with the Sum Snip, and confirming or flagging approvals with Validation and Exception Snips.
Prerequisites
Payment batch supporting documents
Relevant invoices for that payment batch
Basic package
Start the procedure
1. Create an Excel workbook with a pre-set structure to document your testing for each attribute of the control.
2. After importing your documents, use Text Snip to document the information for each control attribute.
3. Use Search and Snip to quickly find information across all imported documents.
4. To verify the mathematical accuracy of totals, use the Sum Snip to confirm them in Excel.
5. To analyse the approvals on these payments, use the Validation or Exception Snip to confirm or flag information for further investigation, adding a comment where needed.
6. To link multiple details in the same cell, hold the Ctrl key and snip the other relevant information.
Additional procedures
To redact information, click Remove on the DataSnipper ribbon and select Redact Text, then snip over the information to hide. Finish by right-clicking your snip and selecting Apply all redactions. You can also remove specific documents or export your documents with snips and comments.