Deepeka Nesha Sathiyanathan

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Articles

Recent activity by Deepeka Nesha Sathiyanathan Recent activity Votes
  • Invoice Management: How to initiate a new invoice?

    Invoice processing plays a vital role in managing the complete lifecycle of an invoice within accounts payable and receivable, encompassing receipt, approval or rejection, payment, and archiving. R...

  • How do I export RIVO transactions into customized Pivot and dashboard on Excel?

    If you need to process your deal data off-line, you can easily download and view it in excel. As well as the raw data , there will be a pivot tab, and a dashboard to help you summarize, analyze, e...

  • Exchange rates in RIVO

    An exchange rate is how much it costs to exchange one currency for another. In RIVO the base currency of the system conversion to the foreign currency practice followed. Exchange rates fluctuate co...

  • Customized Text Templates for Corporates

    Rivo assists corporate entities in establishing their unique text templates, which can be conveniently chosen when issuing a guarantee. This streamlined process empowers corporate users to tailor t...

  • How to find my deal card?

    To search for a specific deal, click on ‘magnifying’ icon. This will provide a list of processed invoices by color code status or alphabetical listing. Select ‘Filters’ button on corner of the sc...

  • Organization structure - exposing sub units for external selection in Deals

    In RIVO the organization structure allows you to set up a tree of units; some are just logical groups, virtual teams, internal departments, and some could be actual legal entities / subsidiaries or...

  • User Authority Levels

    ; User Authority Levels  Permissions and Authorities play a crucial and central role in clearly defining or specifying the extent or boundaries of user access within the organization. In other wor...

  • How to set my profile?

    Any users of RIVO can set their profile, It contains information about you, such as your Profile picture, email address, Name, and Phone number and to change your password to view the last login d...

  • Parent (Corporate) Guarantees

    An organization can designate its own units and subunit as a guarantor, which can then fulfill the same role as a bank. This is a very important feature of setting up a unit as a guarantor, as it m...

  • Guarantor Limit - Units

    In RIVO, a unit is designated as a guarantor, the system should allow for the definition of its limit. If a unit, within the organizational structure, is functioning as a financier (excluding corpo...