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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
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Written by Jacqui Sullivan. Updated over a week ago

How to upload my Company Logo

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

Log

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

Sent Emails

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

Import customer information

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

Import your Product List

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

Simplified supplier import

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

Simplified customer import

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

Simplified Product import

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

Export Documents

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

Export Data

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

Default Settings

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

System Accounts

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

VAT codes

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

Fixed Exchange Rates

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

Supplier Groups

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

Customer Groups

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

Product Groups

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

Scanning Categories within Documents

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

Departments

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

Number series

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

Change of numbers

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

Payment Terms

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

Additional modules

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

How to add a new user

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

User Profiles

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

My user and settings

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

Creating customers

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

Products

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