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Validis for Clients

Businesses who have been invited to share their accounting data through an Engagement

Getting started

  • Accepting an Invitation / Activate your Validis Account
  • How do I locate my engagement?
  • Inviting a second user to an Engagement as an SME contact

Accessing and managing your Engagement

  • Using Magic Login Links
  • How to log in to Validis
  • Forgotten Password

Completing your Month End Reconciliation

  • Introduction
  • Starting the Reconciliation
  • 1. Reconciling Date
  • 2. Groups
  • 3. Reconciliation Ledgers
  • 4. Notified Debtors
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