Bring back multiple tests for DM
Bring back the option to add multiple tests for document matching in one workbook.
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Anonymous commented
It would be helpful to be able to perform a separate document match on each tab within an Excel workbook. One of our audit tests, the Search for Unrecorded Liabilities, always has separate tests on 2 tabs, and essentially every audit firm performs this test. As of right now, we’re using Document Matching for one of the tests, but have to do the other test manually.
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Lukas commented
We use pre-prepared templates that are divided according to the financial statement areas. In these templates we have prepared several tests to verify the FSA. As we use different tests to verify different assertions or classes of transactions, we have differently structured spreadsheets to complete. In the previous version, we set up document matching perfectly for this for each test, and then each of the 200 users in the company could run document matching with one click.
After removing the option to set up multiple tests in just one workbook, each user has to change the document matching settings for the next test in that workbook. If we sum up this time for all users over the whole year, it represents a huge time inefficiency for the company. This problem cannot be solved even by document matching templates, because we have formulas and macros in templates that do not work after inserting a new worksheet by document matching template.
Please bring back the option of multiple tests in one workbook. Those who don't use this option will not be affected, on the other hand it will make things easier for a lot of users.
Thank you for your consideration. -
Cyril commented
We have seen situations where clients would like to use outputs of the 1st DM extraction as inputs for a second extraction.
With the V5 DM we would need to start a new DM extraction. We will not be able to retain the settings used in the first.