Common Questions

“Can Red see transactions from previous financial years?”
Yes. Red can retrieve historical customer and supplier transactions and can create a continuous statement to be emailed (including transactions outside the current financial year).

“Red says Big Red Cloud rejected my request — is Red broken?”
Not necessarily. Red passes supported requests to Big Red Cloud, and Big Red Cloud may reject an action because of its own accounting rules, company settings or the type of transaction involved. Red should show the customer the useful part of that response and explain that nothing was changed if the request failed.

"Can Red mark my supplier/customers as dormant?"

Red can: mark multiple suppliers/customers as dormant. It can also check the current financial year to see if a supplier/customer has been active this year and suggest who you should mark as dormant.

Red cannot: Cannot check previous financial years to decide whether a supplier/customer should be marked dormant, for example by confirming whether they had any transactions last year. Users should be certain before making such a change.

“Can Red create or change opening balances?”

No. 
Red can view customer and supplier opening balances and related opening-balance transactions, but it cannot create or update them. Opening balances must be entered directly in Big Red Cloud.

“Which documents can Red email?”

Red can email Sales Invoices, Quotes and customer Statements. It cannot currently email purchases, Cash Receipts, payments, reports or master-data records.

“Can Red transfer money from my bank account?”

No. Red can work with supported bank-account and accounting records, but it cannot initiate a bank transfer or move financial assets.

“How many records can Red process in one batch?”

The limit is configured for the Red deployment being used. Red will identify when a request is too large and should be split into smaller, separately confirmed batches.

“Can Red change transactions from a previous financial year?”

Red can retrieve historical transactions. A date outside the current financial year is treated as a warning rather than an automatic refusal, but Big Red Cloud may still reject a particular change. Not every historical transaction can be edited.

“Why does an older transaction appear on a customer Statement?”

Big Red Cloud may include an older outstanding transaction even when the selected Statement period is within the current financial year. The underlying transaction must be checked and, where appropriate, corrected or cleared in Big Red Cloud.