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Setup Wizard Helping You to Set Up Your Reviso Account

Once you request a free trial or a real version, the first time you access your subscription, our setup wizard will automatically pop up to guide you through the configuration of your account.

Just watch the video tutorial on our YouTube channel.

Configuration Process

The configuration is a short and simple process of 3 steps to follow, which will help you to get your configuration ready and start working immediately.

Please follow the steps below:

Assistance initiation

A welcome message that suggests you start the setup wizard.

wizard_welcome

Step 1 

Fill in the information of your company. This information will be shown on invoices to your customers. You can also edit them later.

 

Setup Form

 

Step 2

Create the necessary basic settings of your account. You will save time by creating it yourself. Just add accounting plan, customer and supplier groups, VAT codes, etc.

choose your setup

 

Step 3

Create your first accounting year so you can start entering records.

 

accounting year setup

Ready to start

Once the setup wizard is completed, you can start using Reviso.

ready to start screen

 

If you have any further questions, please do not hesitate to contact us.

Updated on September 23, 2020

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