1
Sign in
Open platform.useglimps.com and sign in. If a colleague invited you, use the link in the invitation mail instead. It asks for your name and a password, then signs you straight in.
You land on the invoice list, which is empty for now. In a new workspace, Glimps first asks you to pick a plan and opens the guided setup, which covers the next two steps. See Setting up a new workspace.
2
Connect Exact Online
Go to Settings > Integrations and click Connect to Exact Online. Sign in with Exact and grant access to the administration you want to book in.Glimps then pulls in your relations, ledger accounts, VAT codes, and journals. This takes a few minutes the first time.
The Exact Online card says Connected and shows when the token last refreshed.
3
Choose a purchase journal and a payment condition
Go to Settings > Booking defaults. Pick the purchase journal that should receive your bookings, and the payment condition Glimps falls back on.Glimps uses both whenever an invoice does not carry its own. Without a purchase journal, nothing can be booked.
Under Accounting defaults, both fields show a selected value.
4
Add your first invoice
Open the invoice list and drag a PDF onto it. You can also mail it to your own Glimps address, which you find under Settings > Email.Glimps reads the document, recognises the supplier, and codes the lines it is sure about.
The invoice appears in the list and starts processing. Refresh nothing, the list follows along by itself.
5
Check what Glimps read
Click the invoice. The document is on one side, what Glimps read is on the other. Walk down the fields once: supplier, invoice number, date, total, and the lines.Fix anything that is wrong. Glimps learns from your correction for the next invoice from this supplier.
No red notice is left at the top of the invoice.
6
Send it to Exact Online
Click Send. Glimps books the invoice in the purchase journal you picked.If the button refuses, the invoice tells you why in plain words. See Why an invoice is not booked.
The invoice moves to the archive and shows its purchase entry number.
What to set up next
Invite your team
Processors, administrators, and approvers.
Set up approvals
Decide who has to approve what, before the invoices arrive.
Let invoices arrive by mail
Give suppliers your Glimps address and stop forwarding by hand.
Teach the coding
Fixed ledger accounts per supplier, so Glimps stops asking.