TeamSystem

change of Company Details

How to upload my Company Logo

The Log enables you to check activities and entries booked by users.

View emails sent out from your Reviso agreement

Sent Emails

Should you have a bespoke COA (chart of accounts) this can be imported into Reviso.

Import your Chart of Accounts

Importing Data

How to import supplier names, addresses etc into Reviso

Import Supplier information

How to import customer names, addresses etc into Reviso

Import customer information

How to import your product list into Reviso

Import your Product List

Find out how to import suppliers with the simplified procedure

Simplified supplier import

Find out how to import customers with the simplified procedure

Simplified customer import

Find out how to import products with a simplified procedure

Simplified Product import

Download and export documents attached or archived within your system.

Export Documents

Export Data

Edit or add to the applied default chart of accounts

How to Edit or Add to the Chart of Accounts

Apply a default company setup to your Reviso agreement

Default Settings

Yearend closure account, exchange rate difference, VAT settlement accounts explained.

System Accounts

Sales and Purchase VAT codes explained and how to create new ones

VAT codes

Fix the exchange rate for sales and purchases processed in different currencies.

Fixed Exchange Rates

Supplier groups explained, how to edit and add to these.

Supplier Groups

Customer groups explained and how to edit and add to these.

Customer Groups

Product groups explained and how to edit and add to these.

Product Groups

Create scanning categories (folders) to save and store documents

Scanning Categories within Documents

How to activate and use the Dimension/Department Add-on Module

Departments

Number series explained and how to create news and edit existing series.

Number series

Create or edit the unit of measure you sell your product/services by.

Units of Measure

Enables you to change customer/supplier/product and ledger codes.

Change of numbers

Payment Terms

How to activate or remove additional modules from your subscription.

Additional modules

How to add a new user

User Profiles

Describes how to set up a user and their roles

My user and settings

Describes how to change the user's password

How can I change my user's password?

Creating customers

suppliers and / or creditors need to be created in order to record all invoice transactions.

Register suppliers and creditors

Products

Jacqui Sullivan

Lara Litrico

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