The fastest way to start working with Reviso is to apply one of the default setups.
Just watch the following video tutorial on our YouTube channel.
How to apply a default setup
When you log into your Reviso application for the first time, a setup wizard will pop up and help you to define a default setup for your company.
In case you want to modify it, you can do so as long as you have not saved any data, which is the first thing you need to do before working with Reviso.
Applying a default setup means that a set of basic and essential data will automatically be created for your company, so you can start using Reviso as soon as possible. The set of basic data includes:
- Chart of accounts
- Standard VAT codes
- Customer groups, suppliers and products
- Payment methods
- Accounts for automatic entries
- Number series for invoices and entries
It is possible to edit all data mentioned above. You can review them when starting with Reviso and confirm if all fits the needs of your company. If there is something you want to add or modify, you can do so without any difficulties.
You can view the default setups that are available under Settings > All Settings > Finance > Default Setups.
Icons on the right side allow you to see the chart of accounts and apply the one of your preference to your company.
You can apply a default setup only when you start with Reviso. Once you start entering some data, you can no longer change the default settings, nor apply one in case you have not done so.
If you have any further questions, please do not hesitate to contact us.