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Glimps runs a handful of checks on every invoice. A failed check holds the invoice and says why, in words you can act on.

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The math check

Glimps adds the lines up and holds the result against the totals on the document. A difference means one of two things: the reading is wrong, or the invoice is wrong. Glimps first reads the document again at a closer level. Most differences disappear there. If a real difference is left, the invoice waits. Your options:
  1. Correct the lines if the reading is off. This is the usual fix.
  2. Record an override if the invoice itself is off and you accept it. You type a reason, and your name, the old value, the new value, and your reason go into the audit trail.
An override is a decision, not a workaround. It is visible forever on the invoice, which is exactly the point.

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Duplicates

Glimps recognises an invoice it already has by invoice number, by invoice number and supplier together, by file name, or because the file is byte for byte identical. A suspected duplicate is never booked automatically. The invoice shows Automatic booking blocked with “You can still send it”, and names the invoice it matched. Click View original to compare the two. Then delete the copy you do not want, or, if they really are two invoices, choose Not a duplicate and send it. A person can always book it.
Correct the invoice number on a wrongly read invoice and the suspicion is re-examined. Delete the original and the suspicion against the copy is dropped. You do not have to clear it by hand.

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Changed bank account

If the IBAN on an invoice differs from the one Glimps has for that supplier, the invoice is held until a person confirms the account. This is the check that stops invoice fraud. A mail that says “we changed banks” costs companies real money every week.
1

Do not trust the invoice

The document and the mail are both from whoever sent them. Neither proves anything.
2

Call the supplier

Use a number you already had, not one from the mail.
3

Record the answer

Confirm the account, confirm it for this invoice only, or refuse it.
Switch the check on or off under Settings > Booking defaults.

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VAT codes

You can require a VAT code on every line. Booking is then blocked until each line has one, both in the app and in the automatic workflow, so an incomplete booking never reaches Exact Online.

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Purchase orders and contracts

If PO matching is on, the invoice is held against the order. If the contract register is on, a recurring invoice is held against the agreement. Both are checks in the same sense: they hold the invoice and name the difference. See Purchase order blockers and Contracts.

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Due dates

Before you can send, an invoice needs payment terms or a due date. One of the two is enough. Where the due date comes from is set under Booking defaults. An invoice that is due soon, or already past due, and still not approved carries a badge in the list and a notice at the top. Nothing is blocked. It is a nudge, because late payment costs money that automation was supposed to save.