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  1. Validis DataShare Support
  2. DataShare for Clients (Businesses submitting data)

DataShare for Clients (Businesses submitting data)

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

Getting started

  • Accepting an Invitation / Activate your DataShare Account

Accessing and managing your Engagement

  • Inviting a second user to an Engagement as an SME contact
  • How to log in to DataShare
  • Forgotten Password

Completing your Month End Reconciliation

  • Introduction
  • Starting the Reconciliation
  • 1. Reconciling Date
  • 2. Groups
  • 3. Reconciliation Ledgers
  • 4. Notified Debtors
See all 17 articles

Month End Reconciliation FAQs

  • How do I refresh data on my MER after completing a new upload?
  • How to resolve a variance in your Month End Reconciliation summary
Validis DataShare Support
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