Things Red Can Do

Sales

Red can help you work with Sales Entries, Sales Invoices and other supported sales transactions.

You can use Red to:

• Find existing sales transactions.
• Create Sales Entries.
• Create Sales Invoices.
• Create invoices with multiple product lines.
• Use manual or automatically generated invoice references, depending on your company settings.
• Check products, Sales VAT rates, Sales Analysis categories and sales representatives.
• Update notes and references on existing transactions.
• Update dates on supported existing transactions.
• Update monetary values and transaction lines where supported.
• Review transactions from previous financial years.
• Delete supported transactions after confirmation.
• Process supported sales transactions in batches.
• Check that invoice lines, VAT and totals add up correctly before posting.

Try asking Red:

• “Create a sales invoice for ABC Ltd.”
• “Create an invoice with three product lines.”
• “Create a gross-price invoice for €123 including VAT.”
• “Create a sales invoice using an automatically generated reference.”
• “Preview this invoice before saving it.”
• “Find sales entry 000417.”
• “Change the note on this sales entry.”
• “Change the value of this sales entry to €667.”
• “Show me this customer’s transactions from previous financial years.”
• “Delete this sales entry.”
• “Create these five sales entries as a batch.”

Purchases

Red can help you create, find, review and update supported Purchase Book transactions.

You can use Red to:

• Find existing purchases.
• Create Purchase Book entries.
• Check suppliers, Purchase VAT rates and Purchase Analysis categories.
• Update notes and descriptions.
• Change transaction dates where supported.
• Change net, VAT and gross values on supported existing purchases.
• Work with existing purchases from previous financial years.
• Delete purchases after confirmation.
• Create supported purchases in batches.
• Preserve existing transaction information that you have not asked Red to change.

Try asking Red:

• “Create a purchase for Office Supplies Ltd.”
• “Create a €100 purchase using the Office Supplies analysis category.”
• “Find purchase 000119.”
• “Change the note on purchase 000119.”
• “Change this purchase from €100 to €101.”
• “Change the processing date of this purchase to 1 February 2025.”
• “Show me purchases from the previous financial year.”
• “Delete this purchase.”
• “Create these purchases as a batch.”

Customers

Red can help you find customer information and review customer account activity.

You can use Red to:

• Find customers by name or account details.
• View customer details.
• Review customer transaction history.
• View transactions across multiple financial years where the history is available.
• Find the transaction behind a customer account entry.
• Help prepare supported sales transactions for a customer.
• Review outstanding or historical account activity returned by Big Red Cloud.

Try asking Red:

• “Find customer JJ Smith Ltd.”
• “Show me JJ Smith Ltd’s transaction history.”
• “Show me this customer’s transactions from the last three years.”
• “Find the transaction with reference 000417.”
• “What transactions does this customer currently have?”
• “Create a sales invoice for this customer.”

Suppliers

Red can help you find suppliers and review supplier account information.

You can use Red to:

• Find suppliers.
• View supplier details.
• Review supplier account transactions.
• Search historical supplier activity where available.
• Use supplier details when preparing Purchase Book transactions.

Try asking Red:

• “Find supplier Office Supplies Ltd Cork.”
• “Show me this supplier’s account transactions.”
• “Show me historical transactions for this supplier.”
• “Find this supplier’s purchase with reference 000119.”
• “Create a purchase for this supplier.”

Cash Receipts

Red can help with supported Cash Receipt transactions.

You can use Red to:

• Find Cash Receipts.
• Create supported Cash Receipts.
• Review an existing Cash Receipt.
• Update supported fields on an existing Cash Receipt.
• Delete a Cash Receipt after confirmation.
• Check relevant company settings before preparing the transaction.

Historical and monetary support can vary depending on the transaction and Big Red Cloud rules.

Try asking Red:

• “Create a cash receipt.”
• “Show me my recent cash receipts.”
• “Find this cash receipt.”
• “Change the note on this cash receipt.”
• “Update this cash receipt.”
• “Delete this cash receipt.”

Payments

Red can help with supported Cash Payments, Cheques Entries and other payment-related transactions.

You can use Red to:

• Find existing payments.
• Create supported payment transactions.
• Review payment information.
• Update supported existing payments.
• Delete supported payment transactions after confirmation.
• Work with payment-related information returned by Big Red Cloud.

Try asking Red:

• “Create a cash payment.”
• “Show me my recent payments.”
• “Find this cash payment.”
• “Update this payment.”
• “Delete this payment.”
• “What information do you need from me to create a payment?”

Quotes

Red can help you work with supported customer Quotes.

You can use Red to:

• Find existing quotes.
• Review quote details.
• Create supported quotes.
• Update supported quote information.
• Delete quotes after confirmation.
• Use supported Big Red Cloud functionality to progress a quote where available.

Try asking Red:

• “Create a quote for ABC Ltd.”
• “Find quote 000045.”
• “Show me the details of this quote.”
• “Change the note on this quote.”
• “Delete this quote.”
• “Can this quote be turned into a sales invoice?”