System Settings Overview

The System Settings screen allows you to configure various settings to better optimize your Rev.io experience, including preferences, email settings, and several system tables. To open it, click Admin in the sidebar menu and select System Settings.

The System Settings screen contains several categories, allowing you to set a variety of customizations and defaults throughout the system. The categories are listed below in the order they appear on the screen, along with related articles for each one.

• System Settings: My Preferences
• System Settings: Company
• System Settings: AI
• System Settings: Service
• System Settings: Inventory
  • Changing Valuation Methods
• System Settings: Analytics
• System Settings: Email Settings
  • Add/Edit Support Inboxes
  • Connecting an Office 365 Mailbox to Rev.io
  • Connecting a Gmail Mailbox to Rev.io
  • Validating Outgoing Email Addresses
• System Settings: System Tables - Overview
• System Settings: Billing Config
  • Create/Edit Bill Profiles
  • Add/Edit Collection Templates
  • Add/Edit Payment Methods
  • Add/Edit Payment Processors
  • Add/Edit Invoice Templates
  • Customizing Invoice Templates
• System Settings: Agreements
  • Create/Edit Agreement Templates
  • Create/Edit Overage Templates
  • Add/Edit Agreement Time Entry Rates
• System Settings: Metered Usage
  • Add/Edit Rate Decks
  • Add/Edit Rate Deck Groups
• System Settings: Templates
  • Add/Edit New Ticket Templates
  • Add/Edit Ticket Activity Templates
• System Settings: System Tags
• System Settings: Mobile Options
• System Settings: SLA Policies
  • Create/Edit SLA Policies

For more information about the other areas of the Admin module, see the following article.

Admin Module Overview