Tips & Tricks

Hi everyone! Sangeetha here, Senior Product Marketing Manager at DataSnipper, and welcome to this week's Tips & Tricks.Quick intro for anyone who's new here. Before I moved into product marketing, I spent years as an auditor. So when I write these, I'm writing about the tasks I actually did, not features I read about on a slide. Batch payment testing is one of those tasks, and it's the one I want to go deep on this week.If you've done it, you know the shape of it. You have a batch payment (one lump sum that covers many invoices), and you need to prove two things. First, that every invoice inside the batch is legitimate and adds up to the batch total. Second, that the batch actually left the bank. That means pulling together the batch payment schedule, the individual invoices behind it, and the bank statement, then reconciling across all three. During busy season, with dozens of batches, this is exactly the kind of repetitive, high-volume work that eats your week.This is where Excel

Hi, I'm Sangeetha. Before I joined DataSnipper, I spent years as an auditor, and revenue was one of the areas where I spent the most time. It's material on almost every engagement, the PBC list is long, and the testing is detailed. Tie the invoice to the ledger, check the amount, check the date for cutoff, chase the ones that don't match, and document all of it so the next person can follow your logic. It's important work, but a lot of it is manual, and manual work is where mistakes and late nights creep in.That's why revenue testing with Excel Agents is near the top of the list when people ask me which feature to try first. So this week I want to walk through how I'd actually run it, step by step, and show you where I'd keep my hands on the wheel.First, a quick word on what Excel Agents are, in case this is new to you. Instead of working through manual steps yourself, you describe what you want to achieve in plain language and the Agent handles the execution inside Excel. It reads you