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How to Start with Reviso Setup
How to Start with Reviso Setup

Initial setup and apply a default company setup

Jacqui Sullivan avatar
Written by Jacqui Sullivan
Updated over a week ago

here are a few initial settings necessary to start your Reviso account.

Once you log into your free trial version or final subscription for the first time, you will automatically be assisted by a configuration setup wizard containing 3 simple steps to get you started.

If you need to change any of the initial settings, please read the following information or check this video tutorial...

Master information

When you applied for your Reviso subscription, you filled out information about your company. This information is defined as your Master information. You can find it under Settings > All Settings > Company > Master Information.

Your Master information appears on the invoices sent to your customers. Additionally, your bank information can be found under Other information. Check that all of the data is correct and edit that need to be completed.

Default setups

Select one of the default settings for your Reviso account.

By selecting a default setting you will automatically create the accounting plan, customer groups, supplier groups, product groups, VAT codes and payment terms.

To apply one of these settings go to Settings > All Settings > Finances > Default Settings and select the icon on the right side of your screen that states Apply.

Note that the default settings should be set up before you begin to use Reviso. Once you have created a client, account or registration, you can not change the settings.

Accounting years

In order to start creating entries, you will need at least one accounting year already created.

To create an accounting year, go to the Settings > All settings > Finances > Accounting years.

Ready to start

Once you set up all these settings, you are ready to use accounting services in the cloud.

The main menu bar shows the variety of tabs of Reviso, which are based on the type of data that you work with.

  • Home: shows a control panel with the most relevant indicators for your business.

  • Documents: provide unlimited document management of all your files

  • Sales: customer control, control over issued invoices

  • Suppliers: control of suppliers and invoices received

  • Finance: additional accounting of your company

  • Payments: management of payments and banking transfers

  • Reports: summaries, statistics, taxes

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