Reneva
Guided setup collects the essential information for first configuration. Preferences can be changed later in Settings; the invoicing system selected at the start follows the switching rules on Document issuing.
First: registration
When you register you choose Country and Language (already filled in from your browser: Italy and Italiano, or for example United Kingdom and English). Check them: the country sets currency, time zone and tax regimes of your first company, and once the tax profile is declared you can no longer switch between Italy and abroad. The language applies to Reneva and, at first, to your documents: change it from your Profile and Document issuing.
Below the terms there is an optional box, not ticked, to receive news and tips by email: you can unsubscribe from the link in every email.
Required information
The flow asks for, in order:
- business type, tax regime and VAT number of the company;
- enabled modules, document management, and the amount of information shown in lists;
- how you work, whether you come from another system (Yes, now, Later or No, I'm starting from scratch), initial categories, and reference hourly rate;
- a summary before access to the dashboard.
Modules
One question at a time about expenses, price list, renewals, time, client projects and internal projects: choose Yes or No and confirm with Next question (or Confirm answers on the last); Previous question reviews an answer. You can change your choices in Settings → Modules. The first company's optional modules start off; running the setup again, you find your existing preferences.
The company
Choose Business type and Tax regime (nothing is preselected, and Reneva works out individual or entity). The regime offers occasional service, flat-rate (individuals only) and ordinary. Business type and regime lock when you complete the flow. The country is the one from registration, correctable from the company page while editable. Currency and time zone follow it. Then enter the VAT number: the icon next to the field fills in the other details.
During the free trial, below Tax regime you see how many free days you have left and the net price of the plan after the trial (Start for occasional service, Professional for flat-rate, Business for ordinary; until you choose the regime, a "from" price). Compare plans opens them read-only: you choose and pay for a plan from Plan management, with no card during the trial.
Tax settings and rate
The flow does not ask for tax settings: Reneva starts from the standard values for your regime and you check them later from Check your tax settings in First steps, which opens the company page (with logo and company register details). Flat-rate substitute tax and profitability coefficient are completed in Analysis, in Taxes and contributions.
The reference hourly rate applies to categories without a rate yet; the ones suggested for your work and the ones already set stay as they are, even if you run the setup again.
After guided setup
Update company data in Companies and users, modules in Modules, issuance in Document issuance. Clients stays always on: it appears neither in the flow nor in Modules. A person you invite uses their own profile and the role you assign.
If you come from another system
With Yes, now, when the guided setup ends Bring your data opens. With Later you find Bring your data in First steps until you confirm a first import. With No, I'm starting from scratch nothing appears. You can change your answer by running the setup again.