Getting Started with Validis
- Validis Client Onboarding Guide
- What is Validis?
- Using Validis with AI tools
- Setting up your Validis account
- Domain Restriction
- Branding your Validis Portal
Managing Users
Engagements on Validis
- Create Multiple Engagements
- Cloning an Engagement
- Deleting Engagements & Data
- Upload Reminders (Set-up and usage)
- Configuring Additional Upload Information for Your Clients
- Adding Additional SME Contacts to an Engagement
Managing a Reconciliation
- Enabling Reconciliation for an Engagement
- Locating the Reconciliation Parameters
- Setting the Reconciliation Parameters
- Setting Debtor Specific Limits
- Adding a Reconciliation Ledger
- Approving the Reconciliation
Validis Reports
- Downloading the Extract Reports
- View Reports
- Adding Variance
- Drilling into Reports
- Adding Periods
- Exporting a Report
Audit Useful Reports
- Validis Audit Program Guide
- Search for Unrecorded Liabilities via Accounts Payable
- PBC Replacement List
- Downloading financial statements for multiple years
- Extracting Data for Sampling
- Sales/Revenue by Customer