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A new organization goes through setup once. An administrator does it. It takes about ten minutes, most of which is Exact Online.

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Choose a plan

Glimps asks for a plan before it processes invoices. You pick monthly or yearly billing, fill in your billing contact, address, VAT number, and the mail address your Glimps invoices should go to, and you finish the payment in the checkout screen. You can also start a free trial instead. It runs for 14 days, on your own administration, and it needs no payment method. See Plans and trials.

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The guided setup

1

Connect Exact Online

Sign in with Exact and grant Glimps access to the administration you book in. Glimps then imports your relations, ledger accounts, VAT codes, journals, and payment conditions.Pick the right country first. Exact Online Netherlands and Exact Online Germany are separate systems.
2

Basic settings

Choose the administration, the purchase journal that receives your bookings, and the payment condition Glimps falls back on when an invoice does not state its own terms.
3

Automation

Pick what happens to an invoice once Glimps has read it. Three options, and they are the same three you will find per supplier later:
  • Manual: Luca does nothing. You process and book everything yourself.
  • Prepare: Luca gets the booking ready and fills in the coding he recognises from earlier invoices. You check it and you book. Nothing reaches Exact Online before you do.
  • Book automatically: Luca books the invoice in Exact Online himself. You see the next morning what he did, and correcting something steps that supplier back down.
Prepare is the recommended start. Whatever you pick here is the company default, and you can give any single supplier its own level afterwards.
4

Done

The last screen lists what is set, flags anything that is not, and says what will happen to your first invoice. Finish, and the invoice list opens.
The level you choose is not a promise to book blindly. An invoice that fully matches a purchase order is booked straight away at any level, because it was approved when the order was placed. And whenever Luca is unsure, say a new supplier, an unusual amount, or a changed bank account, the invoice comes to you first. At every level.
There is a brake that beats all of it. All manual at the top of the screen means nothing books automatically for this administration, whatever the per-supplier settings say. Everything is still prepared for you. Useful at month end, or while you want to watch for a bit.
You can skip steps and come back later, but an administration without a connection and a purchase journal cannot book anything. Nothing breaks, invoices simply wait.

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The walkthrough

The first time you land on the invoice list, Glimps offers a short tour: where invoices arrive, what the dashboard numbers mean, where you set your coding rules, where you decide what Glimps may book on its own, where the brake is, and where approvals, the archive, and insights live. Glimps offers it once. Skip it or finish it and it does not ask again, so take it the first time if you want it.

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What to do in your first week

Invite your team

Give processors and approvers their own account.

Decide on approvals

Flows, groups, and the rules that pick them.

Open the mail route

Let suppliers send invoices straight into Glimps.

Fix your coding

Ledger accounts and VAT per supplier, so Glimps stops asking.