How to use the Accountant Module from the Desktop

How to access from desktop

Go to connect.rauva.com

1. Select Entrepreneur;
2. Enter your phone number;
3. Click on Sign in;
4. You will receive an SMS with a 6-digit code, insert the code on the designated field and submit.

You will then be presented with three main modules

• On the Documents module, you can visualize and upload documents;
• On the Transactions module, you'll find all your transactions and whether they have evidences or not;
• On the Invoices module, you will have all your finalized invoices;

Documents module

Visualize documents

• Documents shared by the Accountant - this is where your accountant will upload documents such as AT credentials, mandatory tax declarations, receipts, etc.
• Documents shared by the Rauva App - this is where your monthly business reports and invoices will be stored;
• Documents shared by the user (you) - this is where the documents you have uploaded will be stored;
• Official and legal documents from the company

Upload documents

From here you’ll be able to upload any documents to your accountant. Click on Upload - right side of the search bar.

A small pop-up will show:

• Select or drop the file you want to upload;
• Add a description to better contextualize and for everyone’s reference;
• Choose a Category: Bank statements, Expenses, SAFT Files or Other.
• Choose a date (month and year)
• Once you’re sure, click on Create File.

Upon successful submission, the file will be visible under Folders > Documents shared by the user > Year > Date

Within the same screen, in the top right corner, you also have the ability to filter any documents stored in any of the folders available by:

• File type;
• Document type;
• Source