All Collections
All settings

All settings

How to manage your Company details/settings, Financial Year details, number series, system accounts, import/export data etc.

36 articles
Jacqui Sullivan avatarLara Litrico avatar
Written by Jacqui Sullivan and Lara Litrico

change of Company Details

How to edit your Company Information
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

How to upload my Company Logo

Add your Company Logo to your invoices
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Log

The Log enables you to check activities and entries booked by users.
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Sent Emails

View emails sent out from your Reviso agreement
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Import your Chart of Accounts

Should you have a bespoke COA (chart of accounts) this can be imported into Reviso.
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Importing Data

How to import data to Reviso
Lara Litrico avatar
Written by Lara Litrico. Updated over a week ago

Import Supplier information

How to import supplier names, addresses etc into Reviso
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Import customer information

How to import customer names, addresses etc into Reviso
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Import your Product List

How to import your product list into Reviso
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Simplified supplier import

Find out how to import suppliers with the simplified procedure
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Simplified customer import

Find out how to import customers with the simplified procedure
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Simplified Product import

Find out how to import products with a simplified procedure
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Export Documents

Download and export documents attached or archived within your system.
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Export Data

How Can I Export Data from Reviso?
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

How to Edit or Add to the Chart of Accounts

Edit or add to the applied default chart of accounts
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Default Settings

Apply a default company setup to your Reviso agreement
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

System Accounts

Yearend closure account, exchange rate difference, VAT settlement accounts explained.
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

VAT codes

Sales and Purchase VAT codes explained and how to create new ones
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Fixed Exchange Rates

Fix the exchange rate for sales and purchases processed in different currencies.
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Supplier Groups

Supplier groups explained, how to edit and add to these.
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Customer Groups

Customer groups explained and how to edit and add to these.
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Product Groups

Product groups explained and how to edit and add to these.
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Scanning Categories within Documents

Create scanning categories (folders) to save and store documents
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Departments

How to activate and use the Dimension/Department Add-on Module
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Number series

Number series explained and how to create news and edit existing series.
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Units of Measure

Create or edit the unit of measure you sell your product/services by.
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Change of numbers

Enables you to change customer/supplier/product and ledger codes.
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Payment Terms

How to Create New Payment Terms
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Additional modules

How to activate or remove additional modules from your subscription.
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

How to add a new user

Add a new user to your Reviso agreement
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

User Profiles

User roles and access capabilities
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

My user and settings

Describes how to set up a user and their roles
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

How can I change my user's password?

Describes how to change the user's password
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Creating customers

How to create customer records
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Register suppliers and creditors

suppliers and / or creditors need to be created in order to record all invoice transactions.
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago

Products

How to Create Products and Services
Jacqui Sullivan avatar
Written by Jacqui Sullivan. Updated over a week ago