> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useglimps.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization overview

> All administrations of your organization on one page: what was booked, who has access, shared learning, and the subscription.

The organization overview is the page for everything that spans more than one administration. An accounting firm uses it to see all its clients at once.

Open it with the organization name at the top of the sidebar, or pick **All administrations** in the administration switcher. People who only approve invoices only see the **Subscription** tab.

It has six tabs:

| Tab | What you do there |
| - | - |
| Overview | See what was booked in Exact per administration, and where work waits |
| Administrations | Check the connection, VAT number, and Chamber of Commerce number of each administration |
| Team | Decide who can open which administration, and with which role |
| Learning | Let administrations learn coding from each other |
| Subscription | Your plan, usage, payment details, and Glimps invoices |
| Settings | The organization name and two-factor authentication for everybody |

<Note>
  You only see the administrations you can open yourself. Organization administrators see all of them.
</Note>

## Overview

Pick a period at the top right: **This month**, **Last month**, **This quarter**, **This year**, or **Pick dates**.

| Figure | What it counts |
| - | - |
| Booked in Exact | Every invoice booked in Exact in the period, [purchase and sales](/sales-invoices) together. This is the same count as on your Glimps bill |
| Received | Invoices that reached Glimps in the period, also when they are not booked yet |
| Zero touch | The share of booked purchase invoices that nobody had to touch. The same rule as in [Insights](/insights/overview) |
| Open work | Invoices in the dashboards right now. This is always today's number, whatever period you pick |

Below the figures, a chart shows what was booked in Exact per day, week, or month.

The **Per administration** table has one row per administration, with its purchase and sales invoices booked (**Purchase booked**, **Sales booked**), received invoices, zero-touch rate, open work, and last activity. Search it, or sort on any column. Click an administration to go there.

<Tip>
  Sort on **Open work** to see which administration needs attention first.
</Tip>

## Administrations

One row per administration: its connection, VAT number, and Chamber of Commerce number. Click a name to open the administration.

Glimps needs a VAT number or a Chamber of Commerce number for payments. A row without either says **VAT or KvK needed for payments**. Use **Edit details** in the row menu to fill one in. You can only edit administrations you are a member of.

## Team

Access is set per administration. A person can open all administrations of the organization, or only the ones you choose. Their role can be different in each administration.

Switch between two views:

* **Per person**: one row per person, with their role and how many administrations they can open. Filter on **Firm**, **Only authorise**, or **Invited**.
* **Per administration**: one row per administration, with how many people, admins, and authorisers it has.

### Roles

The Team tab names the [roles](/roles) by what people do:

| Team tab | Role |
| - | - |
| Admin | Administrator |
| Processor | User |
| Authorises | Approver, typically someone at the client |
| Admin · authorises | Administrator who also approves invoices |
| Processor · authorises | User who also approves invoices |

### Inviting someone

<Steps>
  <Step title="Open the form">
    Click **Invite someone**.
  </Step>

  <Step title="Fill it in">
    Enter the email address and pick the role. Under **Access**, choose **All administrations, also new ones**, or **Choose administrations** and pick them from the list.
  </Step>

  <Step title="Send">
    Click **Send invitation**. The mail names your organization and the administrations the person gets.
  </Step>
</Steps>

Pending invitations show under **Invited**. From the row menu you can **Send again** or **Withdraw** an invitation.

### Changing access

Open the row menu of a person:

* **Change access** opens their administrations. Add administrations, remove one, or set the role per administration.
* **All administrations on** gives access to every administration, and to every administration that is added later.
* **All administrations off** stops new administrations from being added. The current ones stay.
* **Remove everywhere** takes away access to every administration you manage. You can always give access back.

In the per administration view, click an administration and use **Add someone** to give a colleague access.

<Warning>
  Only an admin changes access, and only for administrations they are admin of. Giving someone all administrations needs an admin of every administration. You cannot change your own access, and an administration can never be left without an admin.
</Warning>

If something is locked, hover over the lock to see why and who can do it.

## Learning

By default every administration learns only from its own bookings. With **Learn from other administrations** switched on, an administration that does not know how to code a line can learn from the other administrations in your organization:

1. First, from how they booked the same supplier.
2. Then, from how similar lines were booked, whatever the supplier.

Glimps only takes over a ledger account when those bookings agree. The switch is off by default. Only an organization administrator can turn it on or off.

<Warning>
  This only works with the same chart of accounts. The ledger account must exist in this administration with the same number and the same name. The same goes for VAT codes. If it does not, Glimps does not use it.
</Warning>

The table **How alike are the charts of accounts?** shows, per administration:

| Column | Meaning |
| - | - |
| Chart of accounts alike | Accounts another administration also has, with the same number and the same name |
| Shared suppliers | Suppliers another administration also works with |
| Filled in (30 days) | Lines coded this way in the last 30 days |

The line above the table counts the administrations where at least half of the chart of accounts matches. The more alike they are, the more this helps.

A line coded this way says so. Its source reads **Another administration** when a sister administration books the same supplier, or **Other administrations** when similar lines were the reason. Check those lines the first few times.

<Note>
  Coding from similar lines of other administrations is a weaker signal. On its own, it never lets an invoice book without a person.
</Note>

## Subscription

Your plan, what you used this period, your payment details, and the invoices Glimps sent you. The subscription is shared by the whole organization. See [Plans and trials](/billing/plans) and [Managing your subscription](/billing/manage).

## Settings

* **Name**: the organization name everybody in the organization sees. Only an admin can change it.
* **Enforce MFA for all users**: makes two-factor authentication mandatory for everybody in the organization. People who have not set it up are asked to at their next sign-in.

This tab needs organization level access.

<Note>
  These pages used to live under **Settings > Organization** and **Settings > Billing**. Old links still work and land on the right tab, and the settings search still finds them.
</Note>


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