Setup and configuration
Resources to help with the technical integration as well as business setup.
- Overview of steps to complete initial setup and configuration
- How to create a Revenue Retriever account for your organisation
- How to add and configure the Revenue Retriever integration in Provet Cloud
- How to configure system settings in Provet Cloud for Revenue Retriever
- What to do if Revenue Retriever isn't showing on your list of available integrations?
- How to add or amend a Revenue Retriever admin user
- How to review and adopt smart rules
- Adding products and services to a Revenue Retriever rule
- How to add rules manually
- Updating Revenue Retriever with your latest products and services
- Setting the parameters of Revenue Retriever rules
- How to set benchmark figures for rules
- Configuring Revenue Retriever to automatically add missing items to customer invoices (autocorrect)
- Allowing users to override Revenue Retriever's autocorrections
- How to make rule names shorter and more meaningful for reporting and analysis
- Changing the prompt when a missing product or service is flagged-up within Provet Cloud
- How to override the price of products and services used in analysis and reporting
- How to narrow down Revenue Retriever's smart rules by excluding certain products and services
- How to sense-check the output of Revenue Retriever rules
- How to edit a rule
- How to find your Provet Cloud customer number