Open the view by selecting Company menu > Service management. In Service management, you can see all companies for which you have access rights.
Proceed as follows to establish new client companies in the Netvisor program:
Make sure you have user administrator (KH) rights in the accounting office.
Make sure you are using the accounting office’s own environment.
Open Company menu > Service management.
Check in Service management that you can see the companies for which you have access rights.
Make sure the "Open a new client company" link is visible as follows:
Ensure that you have the KH role in your accounting office environment.
When the KH role is in use, the "Open a new client company" link is visible to the accounting office user in Service management.
Establish a new direct client relationship as follows:
Open Online purchasing.
Establish the new direct client relationship through Online purchasing.
When the establishment is completed, you will receive the following notification:
Frequently asked questions
Question: What rights do I need to establish new client companies in the Netvisor program?
Answer: You must have user administrator (KH) rights in the accounting office’s own environment.
Question: Where can I find the companies for which I have access rights?
Answer: Open Company menu > Service management. In Service management, you can see the companies for which you have access rights.
Question: When is the "Open a new client company" link visible?
Answer: The link is visible to an accounting office user who has the KH role in their accounting office environment.
Question: How do I establish a new direct client relationship?
Answer: Establish a new direct client relationship through Online purchasing. When the establishment is completed, you will receive a notification.
Question: Where do I start Online purchasing to establish a new direct client relationship?
Answer: Establish the new direct client relationship through Netvisor’s Online purchasing.
Keywords: service management, open a new client company, online purchasing
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.