Quiddly Knowledge Base
Guides for setting up Quiddly, working in the Operations Portal, and helping your clients use the Client Portal.
Setup Quiddly
Section titled “Setup Quiddly”Setup EntitiesLegal entities, branding and the information your clients and their debtors see.
Setup Invoice ProfilesHow an invoice behaves from booking until it closes.
Setup User AdministrationUsers, roles and user groups.
Setup Bank AccountsThe bank account registry, aliases and bookkeeping accounts.
Setup Matching EnginesRules that decide how incoming payments are matched.
Setup Debt CollectionCollection configuration and enforcement settings.
Work With Quiddly
Section titled “Work With Quiddly”Onboard ClientEvery step from creating a client to verifying the onboarding.
Client ActionsWhat you can do from the Client View.
Invoice ActionsWhat you can do from the Invoice View.
Work With Operations PortalThe full Operations Portal section.
Work With Client Portal
Section titled “Work With Client Portal”Work With Client PortalEverything your clients see and do themselves.
General OrientationThe navigation, and what each area is for.
ErrandsResolving the issues that block invoice processing.
Finance and Accounting
Section titled “Finance and Accounting”Closing of AccountsThe period-end routine, step by step.
Daily RoutineInbound payments, unplaced payments and the daily checks.
Integrations and API
Section titled “Integrations and API”API DocumentationWhere the developer portal lives and what it covers.
Onboard ERP IntegrationConnecting a client's ERP system.
Webhook IntegrationsSubscribing to events and verifying deliveries.
FAQCommon questions from operators and clients.
RightsThe rights catalogue now lives in the developer portal, generated from the source.
Release notesWhat changed in each release, including the ones you are not running yet.