Reneva
Customizations contains choices reused in records. Create an item here when you want to use it more than once.
Who opens them is set by the role, in the Customizations section: with View you see them, with Edit you create and change items, also from the "+" next to fields in records. The administrator always has them. The list shows only the customizations of the company you have open.
Catalogues
| Section | Use |
|---|---|
| Categories | items in subscriptions, client projects and the price list. |
| Recurrences | subscription frequency. |
| Client types | client classification. |
| Expense categories | outgoing-cost classification. |
| Custom fields | extra information in records. |
| Tags and colors | reusable labels and colours. |
If a recurrence is already used by subscriptions or expenses, you can rename it but cannot change its number of months: existing due dates keep their frequency.
In the recurrences list, the Export CSV icon at the top downloads name and frequency.
Payment methods are in General because they belong to the active company and appear in documents.
Names
Within the same company, two items of a catalogue cannot have the same name: Reneva tells you before saving. Two recurrences cannot have the same months, and a custom field cannot repeat its label in the same section. Different companies can use the same names. Tags are the exception: two tags can have the same name.
Order
A new item goes to the end of the list. Drag a row to change the order of choices. In new records, Reneva proposes the first available item only if you have not already chosen an item or saved a preference for the client or supplier. Preferences and historical values do not change when you reorder the list.
You can delete an item only when it has no links. If it is already used, remove the links first; the disabled bin explains what blocks it.