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  1. Validis Support
  2. Frequently Asked Questions

Frequently Asked Questions

Quick Answers to Common Questions

What is Validis?

  • How does Validis 'Connect' access my data?
  • Validis - Client Messaging
  • What is the Validis Admin Dashboard?
  • Who are Validis?
  • How do I upload my data to Validis?
  • Accessibility

General Information

  • Help - I've forgotten my password!
  • Using Calendly to Schedule a Call with Our Support Team
  • Xero - Unable to select company due to multiple companies already existing
  • Data Refresh
  • Validis Connect Microsoft .NET Framework and Windows Requirements
  • 'Invalid' or 'Expired' Invitation: How do I activate my account ?
See all 17 articles

Security

  • How is my data protected?
  • What does Validis extract from my accounting package?
  • Will the Validis team have access to my data?
  • What are the risks to my systems and data?
  • Security Incident Response - Can I see your process?
  • Accessing Your Account from Abroad

Month End Reconciliation FAQs

  • Does the vClient application need to be installed?
  • Do I need to upload my data every month?
  • Credit notes are not appearing in “Invoices and Credit Notes in Transit” (Upload & Share)
  • Reconciling Ledgers – What do the numbers on the left mean?
  • What are Reconciliation Groups?
  • Reconciliation date won’t change
See all 14 articles

Validis Sharing FAQ

  • Sharing Data Using Validis
  • Can I upload all my data sets to the same engagement?
  • Are MacBooks Supported?
  • How can I upload data on my client's behalf?
  • Is my cloud (online) accounting package upload running?
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