This guide covers the addition and management of access rights in Netvisor, specifically for auditors and tax auditors. You will learn how to define auditors' access rights, manage the account invitation process, and terminate an auditor's access rights to stop billing.
Who has the right to add access rights
You can add and delete an auditor's or tax auditor's access rights as follows:
Make sure you have KH (user administrator) or TPK (accounting office administrator) rights.
If the company uses Netvisor Palkat and you are adding an auditor, make sure you have either KH + administrator rights or TPK access rights.
Add the user according to the normal user invitation process.
If you want to add an auditor or tax auditor to another Netvisor environment, follow the instructions in Authorising a user for another company. In this case, you do not use the invitation process.
In exceptional cases, request the addition of rights from Netvisor support with a written request. Attach the Order for Tax Supervision Measures form provided by the tax authorities to the request.
Auditor's rights
To allow the auditor to perform the necessary actions in Netvisor, give them user rights as follows:
Company menu > Users and user rights > Users and roles
In Rights to bookkeeping (Sales, products, purchases, and financial management), set view rights and the Auditor role.
In Rights to payroll (Salaries, working hours, and travel), set view rights and the Payroll accountant role (P), if the company uses Netvisor Palkat.
Accounts receivable and purchase ledger rights (if the company uses Netvisor's own stock):
Company menu > Users and user rights > Accounts receivable and purchase ledger rights
In Accounts receivable, set Purchase price > Visible.
Financial period archive rights:
Company menu > Users and user rights > Financial period archive rights
Give rights to the financial period archive view.
Give rights to financial statement status management (confirming the financial statement).
Auditor's base company
If, after adding the auditor, the base company is something other than Netvisor Auditors, contact Netvisor customer support to correct the base company.
Note that this also ensures that the auditor's personal identity code is not visible to other company users, and the auditor can later be added to other companies as an auditor without issues.
Removing auditor's rights and billing principles
Note the following principles related to auditor billing:
Auditors are charged an authorisation fee as long as they have rights to the company.
Stop billing by completely removing the user from the company. Mere "no rights" rights do not stop billing.
You can also manage auditor billing with the validity period of access rights:
Set a company-specific validity period for the auditor's credentials.
Note that the auditor's base company must be Netvisor Auditors for the validity period to stop billing.
Billing stops at the end of the validity period month. For example, if the validity period ends on 20 March, billing will still occur for march but not for april.
Tax auditor's rights
To allow the tax auditor to perform the necessary actions in Netvisor, give them user rights as follows:
Company menu > Users and user rights > Users and roles
In Sales, products, purchases, and financial management, set view rights.
In Salaries, working hours, and travel, set view rights and the Payroll accountant role, if the company uses Netvisor Palkat.
Company menu > Users and user rights > Financial period archive rights
Give the tax auditor rights to the financial period archive view.
Tax auditor's base company
Proceed as follows when defining the tax auditor's base company:
Set the tax auditor's base company to Netvisor Tax Auditors.
If the tax auditor's base company is something other than Netvisor Tax Auditors, contact Netvisor customer support immediately to correct the base company.
Frequently asked questions
Who can add auditor or tax auditor access rights?
Persons with KH or TPK rights and customer support based on a written request.
How is the auditor's billing stopped?
By completely removing the user from the company or setting a validity period for the auditor's credentials, in which case billing stops at the end of the month in which the validity period ends.
Is a personal identity code required to add an auditor or tax auditor as a user?
No. Personal identity codes are not handled in Netvisor in the access rights process.
Which role is used when giving payroll rights to the auditor?
Use the Payroll accountant role (P) when giving the auditor or tax auditor view rights to payroll, if the company uses Netvisor Palkat.
Why does the auditor's and tax auditor's base company matter?
The base company must be Netvisor Auditors or Netvisor Tax Auditors so that the auditor can be correctly added to other companies, the auditor's personal identity code is not visible to other users, and billing based on the validity period stops correctly.
How do I give the auditor access to the financial period archive?
Select Company menu > Users and user rights > Financial period archive rights and give rights to the financial period archive view and, if needed, to financial statement status management.
Keywords: Netvisor, access rights, auditor, tax auditor, customer support, base company, payroll accountant role
*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
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