The Validis Quick Start Guide

Introducing Validis

Validis is a unique, secure Internet-based solution that completes, in seconds, comprehensive financial analysis and data checking that would otherwise take hours or even days to perform. Exceptionally easy to use, quick to deploy and highly secure, Validis works seamlessly with your existing accounting systems such as MYOB, Intuit Quickbooks, Sage or TAS. For a full list of supported applications and versions please see the list on the right.

Logging in for the first time

1. Follow the link in the email containing your login details.
2. Enter your username and password, as shown in your email. Select "Login".
3. You will see a list of your profiles. Most users initially have one profile. Click on a profile to access it.
4. The first time you access a profile you will see a "Launch Validis Connect" button. Click on this and run the Validis Connect Tool.
5. Follow the onscreen instructions to enable Validis to access your data.
6. Validis will upload your data for analysis. Click on "Finish" and your analysis results will load into your browser.

Looking at your results for the first time

You will now be provided with a report detailing the areas for you to examine in your accounts.

To drill down to the detailed issue reports click "See full results". You can navigate to any point in Validis by using the left hand menu bar. If you need help or explanations at any stage whilst using Validis use the icon and you will be taken to the relevant help file. Alternatively you can click on the "Help Centre" link in the main menu bar to access the help page index and select the relevant subject.

Adjusting your results

Validis allows you to control the volume of issues that are reported back to you in two ways. The first is by setting a materiality level so that issues are only reported to you if they are above the amount you have chosen. Alternatively adjust the period being investigated. You can review from a single month up to the entire data set. To adjust either of these click on them at the top of the report you are viewing.

You can also review the results you are getting and file away those that you feel are not important using the tracking facility icon located at the right hand side of all your results.

Drilling down to transaction details

To identify the transactions that have caused an issue click on the icon by the issue title and any sub-item (e.g a time period) until the relevant transactions are shown. For every potential issue that Validis identifies, you will be told exactly what the issue is and then shown all the transaction detail needed to take any further action.

Note: Any adjusting changes must be made in your accounting package. Validis will only identify possible anomalies you may wish to look into further.

System Requirements

Validis runs on the following operating system platforms:

• Windows 2000
• Windows XP
• Windows Vista

Mac OS, Linux and Unix are not supported.

Validis can be used with the following web browsers:

• Internet Explorer (v6.0 and later)
• Mozilla Firefox

Ensure that you have Java 1.5 or 1.6 installed. You can check this at www.java.com.

You will also need to have the Adobe Flash Player installed. You can get this at http://get.adobe.com/flashplayer.

Troubleshooting

Check that you are using the login, password and URL from your sign-up email.

You will need to have the financial application installed on your computer, and the company data you are trying to upload accessible from your computer.

If you are using Intuit Quickbooks follow the steps on the "Getting started using Quickbooks" page.

How to contact support

If you would like any further help please contact the support desk through Validis, email support@validis.com, or phone 0845 094 5510.

 

Download the Quick Start Guide or return to our support documentation page.