Help centre
Why is this here, and what do I do with it?
Every item in the queue and every setup step links to one of these pages. Still stuck? Write to support@gladpaid.com and say which business and which item; a reply comes by email.
Getting connected
- Connecting QuickBooks OnlineHow the QuickBooks connection works, what Gladpaid reads, what it writes, and how to disconnect.
- Connecting XeroSign up with Xero, the exact permissions Gladpaid asks for, how the connection stays alive, and how to disconnect.
- Adding a receiving addressPaste the address your customers pay; Gladpaid detects the chain, scans history and watches it read-only.
- Why we never ask for keys or recovery phrasesGladpaid refuses private keys and recovery phrases everywhere, never logs them, and never needs them.
- Two-factor authentication and account securityTwo-factor sign-in is required. How it works, how sessions are handled, and how your data is protected.
Matching & exceptions
- Understanding match confidence: High, Medium and LowHow Gladpaid matches receipts to invoices with explicit rules, and what each of the three confidence tiers means.
- The exception queueOne list of everything that needs a person, ordered by what blocks the month-end close.
- Receipts with no clear invoiceWhat to do with a low-confidence receipt: pick the invoice, split it, or mark it as something other than an invoice payment.
- Short payments and over-paymentsHow Gladpaid handles a receipt that is a little under or over the invoice, using the tolerance and accounts in your policy.
- How receipts are valued, and depeg flagsEvery transfer gets a US dollar value at the block time, with its evidence. A price more than 0.5% from par raises a flag.
- When the ledger changes after a matchAn invoice was paid another way, voided, edited or deleted after Gladpaid matched it. What we detect and what you do.
- Locked periods and late receiptsGladpaid reads your ledger's lock dates before posting. A late receipt for a locked period is queued, never forced in.
- Reconnecting QuickBooks or XeroWhat happens when ledger access expires or is revoked, what keeps running, and how to reconnect in a minute.
- Uploads, remittance advice and exchange statementsForward remittance emails or upload PDFs and statements. Extraction proposes, you confirm, and nothing is sent to a model without consent.
Treatment & posting
- Your treatment policyBooks basis, classification, fees, settlement differences and price timing: set once, versioned, and chosen by your accountant.
- Ask your accountantInvite your accountant as a free, read-only reviewer to choose the treatment policy and sign off closes.
- Account mappingChoose or create the ledger accounts Gladpaid posts to: wallet, fees, gain or loss, suspense and customer overpayments.
- Posting to the ledger, and undoHow entries are prepared, previewed and posted so invoices actually close, and how undo reverses only what Gladpaid created.
Month-end close
Billing & account
- Billing, the trial and what happens when it endsThe 14-day no-card trial, the plans, what counts as a reconciled transaction, and every billing state explained.
- Overage and when an upgrade is suggestedWhat each transaction above your plan costs, when you are warned, and why an upgrade is only suggested when it saves money.
- Sending to the owner to activateThe bookkeeper does the work; the owner pays in one click from an email, without learning a new tool.
- Team members and rolesInvite unlimited members on every direct plan. What Owners, Bookkeepers, Reviewers and Viewers can do, and how firm roles work.
- Exporting and deleting your dataExport everything as XLSX or JSON, disconnect your ledger, and delete a business. What is kept, for how long, and why.