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Administrator module

This is where the administrator’s company information is entered, and where the administrator maintains an overview of clients.This module is accessible only to administrators. It enables set-up and administration of your clients’ accounts. It also contains a dialogue tab identical to that of the standard Reviso modules.

Accountants and Bookkeepers



Administrator(s) have access to the ‘Administrator’ tab and become superusers in the companies they administer.

Administrator menu options: Links for further Help
Master information
Users
Logo
Services
Website information
Log
Company register
Default setups

As an accountant or external bookkeeper you will be given an online administrator module where you have access to your customers' accounts. The module allows you to create and administer customers that use Reviso, create multiple users, use your own default setups, import charts of accounts, and much more.

Further help information in the links below:
CaseWare export
CCH / Viztopia export
Education matrix
Company register

More help?


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administrator-module/start · Last modified: 2017/01/06 11:57 by Reviso
Reviso