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Navigating the Process Map

The Process Map is the core dashboard of the Valid8 platform. It is organized into four regions — Load, Confirm, Match, and Analyze — that guide you through the full workflow of an engagement. A row of status dials at the bottom provides a real-time snapshot of progress across every major data category. You can return to the Process Map at any time by clicking the Valid8 logo in the top left corner.

 

Steps

  1. From any screen, click the Valid8 logo in the top left corner to return to the Process Map at any time. Alternatively, click the three-bar menu icon next to the logo to view all Process Map components as a dropdown list.
  2. Review the four regions of the Process Map:
    • Load Region: Upload data for analysis. Tiles include bank statements, brokerage statements, transaction lists, check images, and accounting extracts (supports QuickBooks, Sage, and other accounting systems).
    • Confirm Region: The Bank Statements tile displays all accounts and their statements, including start/end dates and a high-level view of inflows and outflows for each account.
    • Match Region: Three matching functions — Transfer Match (money moving between accounts), Check Image Match (matching check and deposit slip images to statement transactions), and Cash Match (matching accounting bank account transactions to statement transactions).
    • Review and Analyze Region: Filter transactions by amount, accounting source, and date. Use the Visualization feature to view inflows and outflows by category. Export data to Excel or generate a Financial Activity Report.
  3. Review the status dials at the bottom of the Process Map. Each dial displays the total count for its category. Click any dial to see a detailed status breakdown. Dials include: Files, Bank Accounts, Statements, Transfers, Checks, Bank Transactions, and Accounting Transactions.

Tips & Common Questions

  • The logo is your home button. No matter where you are in the platform, clicking the Valid8 logo always returns you to the Process Map.
  • The three-bar menu gives you a list view. If you prefer navigating via a menu rather than clicking tiles, use the three-bar icon next to the logo for a dropdown of all sections.
  • Work left to right. The Process Map is designed to guide you through the engagement workflow in order: Load data first, then Confirm it, then Match transfers, then Analyze.
  • Dials reflect real-time status. Check the bottom dials regularly to monitor how many items still need to be assigned, reconciled, or matched.