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Is there anyway to stop Datasnipper loading up when open a spreadsheet - each time it opens you have to wait while the PDFs load up. But often I don’t want to reference a PDF so it delays opening files, particularly files with lots of PDFs.

Hey DataSnipper community!Ever run into data type casting errors during audits, like when numbers are pulled as text and mess up your sums or formulas in Excel? Here's a quick tip on using Find All Sums (often called Find All Snip in automation workflows) to spot these sneaky issues efficiently. What is Find All Sums?Find All Sums is an automation tool in DataSnipper that scans imported financial docs (like statements or reports) for potential sums. It outputs results in Excel with two columns: "Total" (blue snips) and "Parts" (orange snips), verifying if parts add up to the total. If there's a mismatch (white cells), it flags potential problems—including casting errors where numbers are treated as text, preventing proper addition.How to Perform Casting Error ChecksImport your PDF or scanned docs into DataSnipper via the Excel add-in.Go to the Automation tab and click Find All Sums.Review the new sheet: Scroll the document viewer to see highlighted snips.Green/matching: Sum checks out.

Upcoming webinar you should not miss In this live conversation, Christina Kallai, Director of Internal Audit at Salesforce, and Chris Ortega, CEO of Fresh FP&A, unpack what finance leaders actually expect from Internal Audit today and why many audit teams struggle to meet those expectations, even when the work is technically sound. This session goes beyond theory to explore how leading organizations are rethinking evidence, alignment, and audit’s role in the business and what separates teams that are seen as trusted partners from those that are still viewed as a compliance function. Link : https://www.datasnipper.com/resources/how-internal-audit-delivers-cfo-ready-insights

Does anyone here have experience using DataSnipper for accountants (not audit) within a government space?  Even if not in government, is anyone using DataSnipper as an ongoing monitoring tool (as opposed to a 1x or once annually audit procedure)?

Hey DataSnipper community! 🚀With audit season in full swing, I'm swamped trying to balance client deadlines and data extractions. What's your go-to strategy for speeding up Excel-to-DataSnipper imports or automating roll-forwards in high-volume audits?Any hidden gems in the latest release for handling messy trial balances?Sharing tips could save us all some sanity—drop your hacks below!

Hi team,  I know how frustrating it is when using DataSnipper for testing with validation snips, the preparer can see all documents and snips, but reviewers (e.g., colleagues) see an error message when opening the workbook, even after the documents and snips were exported and saved to a shared location. What you need to check, first thing first is:"Include PDFs in Excel" setting is turned off in the workbook.When this setting is disabled, documents are not embedded correctly, preventing other users from viewing the snips or attached files. It can also be related to co-authoring setup or version mismatches among team members.  Resolution Steps1. Check the “Include PDFs in Excel” SettingOpen the affected workbook in DataSnipper. Go to DataSnipper Settings and ensure “Include PDFs in Excel” is turned on. If it’s already enabled: Try disabling it and then re-enabling it again. This will force the documents to be re-included in the workbook. Save the workbook after making changes.2. Sync