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Setup Quiddly
Setup Quiddly
Setup Bank Accounts
Setup Debt Collection
Setup Entities
Setup Matching Engines
Setup Invoice Profiles
How rights work: rights, roles and users
Standard Roles
Setup User Administration
Daily Routine
Daily Routine
Daily Routines: Step-by-step guide
Handling overdrawn client accounts
Import payment files
Inbound Payments
Review payouts before you generate
Way of Working – Unplaced Payments
Operations Portal
Work With Operations Portal
Client Actions
The Client Debtor View
Client fund accounts
Client templates
The Client View
Collection Profiles
Configure The Rule Engine - Decisions tree
Credit information, monitoring and insurance limits
Work with credit invoices
Custom attributes
Debt Collection
Debt Collection actions
Edit the emails the platform sends
Show, hide and repeat parts of an email
When each email is sent
Factoring Processes
Financing fee price brackets and how the fee is calculated
Invoice Actions
The Invoice Factoring View
The invoice list
The Invoice View
Onboard Client
Recourse and recourse interest
Rule engine criteria reference
Send an invoice copy
The System Debtor View
System Debtor vs Client Debtor
Client Portal
Work With Client Portal
Client Portal - Bookkeeping View
Client Portal - Change requests
Client Portal - Collection View & Actions
Client Portal - Configure
Client Portal - Customers View
Client Portal - Errands View
Client Portal - General Orientation
Client Portal - Invoice View & Actions
Client Portal - Reports
Unplaced payments in the Client Portal
Finance and Accounting
Finance & Accounting
Bookkeeping: vouchers, balance adjustments and SIE files
Closing of Accounts
Open accounting events
Modules
Modules
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Integrations and API
Integrations
Finding the API reference
ERP Integrations
Onboard ERP Integration
Webhook Integrations
Concepts and FAQ
Reports and files Quiddly sends
FAQ
How e-invoices are delivered
Operations Portal vs. Client Portal
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Modules
Modules covers the following guides.
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