Company Setup and Readiness

Red can check whether a company has the setup needed for common tasks.

Depending on the request, Red can review areas such as:

• The company financial year.
• VAT rates.
• Analysis categories.
• Products.
• Sales representatives.
• Transaction settings.
• Reference settings.
• Other setup required before preparing supported transactions.

Red separates important issues from recommendations so you can see what needs attention.

Try asking Red:

• “Is this company ready to create sales invoices?”
• “Check whether this company is ready for Sales and Purchases.”
• “What setup is missing from this company?”
• “Why is this company ready with warnings?”
• “What is this company’s current financial year?”
• “Are all my connected companies configured the same way?”
• "Do I have allocations enabled?"
• "Is Vat on Cash Receipts (VOCR) turned on?"

Red reports one of four overall readiness results:

• Ready

• Ready with warnings

• Not ready

• Connection problem

The readiness check reviews overall company setup. For a particular transaction, Red can perform a more focused check of the relevant transaction settings, VAT configuration, reference settings and transaction date.

A missing supplier may be reported as a purchase-setup warning without preventing the company from being ready for Sales Invoices. Manual reference settings may also be reported as a warning rather than a blocker.

A transaction date outside the current financial year is a warning. Big Red Cloud makes the final decision about whether the transaction can be accepted.