Support 5

• Netvisor Customer Service Channels
• Netvisor Chat
• Using the Support Portal
• Cookie Policy
• Netvisor Community

Netvisor Store 3

• Netvisor Store
• Electronic Service Channels
• Intrum Risk Indicator

Login to Netvisor 5

• Logging into Netvisor
• Login to Netvisor
• Login with ID-card
• Logging into the Netvisor Training Environment
• Adding, inviting and logging in a foreign user

Getting started and basic settings 16

• Setting Up a New Company in Netvisor
• Navigation in the user interface
• Editing Widgets on the Home Screen
• Company Basic Information
• Additional Information Fields

View all 16

User rights 10

• Users - managing and adding user rights
• Auditor and Tax Inspector Access Rights
• Management of User Permissions Validity on a Company-Specific Basis
• Accounts receivable and accounts payable rights
• Permissions for the Information View

View all 10

Financial period material download 1

• Netvisor's Data Copy Service

Service and Contract Changes 4

• Switching Accounting Firm
• Termination of Netvisor service contract
• Transitioning to a Direct Customer
• Fusion Instructions

Service descriptions 9

• Visma Netvisor Financial Management Software Method Description with Basic Services
• Service Security and Continuity Description
• GDPR
• Privacy Policy
• Netvisor Pricing

View all 9

Demo environment 2

• Backup of Netvisor Training Environment
• Netvisor Training Environment for Educational Use

My Netvisor 7

• Setup and Permissions
• Shared Note
• Financial Management View
• Purchases View
• Salaries View

View all 7

Own customers 1

• Selecting Your Own Customers

Settings 3

• Sales Basics and Settings
• Auxiliary Business Names
• Billing Settings

Customers 6

• Creating a new customer
• Customer Listing
• Contacts
• Customer Groups
• Locations

View all 6

Offer 2

• Creating a New Offer
• Open Offers and Offer Catalog

Order 4

• Creating a New Sales Order
• Open Sales Orders
• Order Delivery, Backorder, and Billing
• Sales Order List

Invoicing 27

• How to create a new sales invoice
• Open Sales Invoices
• Sales invoice list
• Create a credit note
• Formation of E-Invoice Message in Netvisor

View all 27

Payments 7

• Performances
• Cash Payment and Receipt Printing
• Recording Transactions in Bulk on Sales Invoice
• Processing of Reference Payments Outside the Ledger
• Advance Payment Processing (with and without Order Section)

View all 7

Interest and collection 10

• Interest and Collection Settings
• Creating Interest Invoices
• Interest Calculation Listing
• Invoice Collection
• Customer-Specific Collection

View all 10

Reports 7

• Sales Reports
• Sales Invoice Report
• Tracking Offers and Orders by Salesperson
• Product Group Report
• Customer Group Report

View all 7

Rackbeat general 6

• General Information about Rackbeat
• Getting Started with Rackbeat
• Logging into Rackbeat
• Preparations for Rackbeat Integration
• Operational Logic Between Rackbeat and Netvisor

View all 6

Basic Rackbeat settings 5

• Rackbeat Settings
• Rackbeat Developer Tools
• Rackbeat Shopify Settings
• Rackbeat Woocommerce Settings
• Rackbeat Shipmondo Settings

Rackbeat sales 6

• Rackbeat Offer
• Rackbeat Order
• Rackbeat Shipments
• Rackbeat Invoices
• Rackbeat Customers

View all 6

Rackbeat purchases 6

• Rackbeat Purchase Orders
• Rackbeat Purchase Order Creation
• Rackbeat Receiving
• Rackbeat Purchase Invoice
• Rackbeat Suppliers

View all 6

Rackbeat stock 17

• Rackbeat Products
• Rackbeat Product Structures
• Rackbeat Production / Production Orders
• Rackbeat Product Groups
• Rackbeat Price Groups

View all 17

Rackbeat reporting 9

• Rackbeat Review
• Rackbeat Entries
• Rackbeat Inspection
• Rackbeat Sales Statistics
• Rackbeat Reorder Report

View all 9

Rackbeat mobile 1

• Rackbeat Mobile App

Product 8

• New product
• Product Card
• Removing a Product
• Grouping Criteria
• Product Settings

View all 8

Extended product management 21

• Extended Product Management: Quick Guide / Frequently Asked Questions
• Extended Product Management Content
• Terms and Glossary
• Permissions for Extended Product Management
• Implementing Extended Product Management

View all 21

Stock management 18

• Warehouse Settings
• Stock Management Implementation
• Inventory Management - Service Content
• New Stock Transaction
• Inventory

View all 18

Settings 6

• Sales and Purchase Ledger Permissions
• Managing Accounts Payable Substitution
• Communication about Purchase Invoices
• Receiving Purchase Invoices as E-Invoices
• Receiving invoices via Scanning service email

View all 6

Vendors 5

• New vendor
• Vendor Listing
• Supplier Groups
• Merging Supplier Information
• Supplier Invoice Allocation

Invoices 22

• Creating a new purchase invoice
• Editing Purchase Invoices
• Open Purchase Invoices
• Purchase invoice list
• Approving and verifying invoices

View all 22

Payments 15

• Paying Purchase Invoices
• Exporting a Purchase Credit Note for Payment
• Payment of purchase invoices
• Ready-to-Pay Purchase Invoices
• Status of Open Payments

View all 15

Bank transfers 4

• Creating a New Transfer
• Approval and Payment of Bank Transfers
• Open and Paid Bank Transfers
• Receipt for Bank Transfer / Payment

Reports 1

• Purchase Reports

Purchase orders 9

• Purchase Order Service Description and Implementation
• New Purchase Order
• Open Purchase Orders
• Extended Purchase Order List
• Purchase Order Report

View all 9

Cash flow forecast 1

• Cash Flow Forecast

Settings 16

• Bookkeeping Settings
• Tax Office Information
• Fiscal Year Management
• Specification of accounts
• Accounts Used in Default Entries

View all 16

Getting started 3

• Opening Balances and Comparative Data from Previous Fiscal Year
• Starting Mid-Fiscal Year
• Getting Started and First VAT Locks

Current accounting 1

• Month-End Closing and Account Reconciliation

Vouchers 9

• Creating a New Voucher
• Editing a Voucher
• Voucher-Specific Functions
• Voucher Listing
• Renumbering of Vouchers

View all 9

Bank Statements 4

• Retrieving Bank Statements
• Processing of Bank Statements
• Using Posting Rules
• Payment Cards and Payment Card Fee Processing

Reconciliation of bookkeeping 5

• Using the Reconciliation View
• Open Receivables
• Open Accounts Payable
• Invoice Age Distribution
• Use of Group Accounts in Sales and Purchases

Obligations 14

• VAT Calculation
• VAT Recapitulative Statement
• Self-Initiated Taxes
• Submission of Seasonal Tax Declaration
• VAT Declaration

View all 14

Financial statement 10

• Fiscal Year-End Approaches - Tips
• Closing the Fiscal Year
• Balance and Profit Distinguish
• Display of Account Groups in the Income Statement and Balance Sheet
• Balance Specification

View all 10

Reports 2

• Accounting reports
• Cost Object Reporting

New controller 12

• New Controller
• Controller Setup and Permissions
• Dashboard
• Elements
• Reports

View all 12

Groups 13

• Forming a New Group
• Access Settings
• Upper and Lower Groups
• Group Listing
• Group Users

View all 13

Controller (old) 2

• Key Figures
• Account Balances Do Not Match the Ledger

Budget (old Controller) 2

• Settings
• Creating a Budget

Travel expense reports and accounts of expenses 3

• Creating a New Expense Type for Travel and Expense Entries
• Processing Travel and Expense Reports
• Travel expense reports in mobile

Netvisor mobile app 2

• Record Types
• Working Hours Bank

Mobile applications 6

• Logging into the Mobile App
• Netvisor mobile application
• Travel Expenses
• Working Hours
• Purchase Invoices in the Netvisor Mobile App

View all 6

Visma Scanner mobile application 1

• Visma Scanner mobile application

Visma Manager 1

• Visma Manager

Netvisor eScan 4

• What is eScan?
• eScan - Importing Data via Email
• Visma Scanner Process Guide
• eScan - Material Processing in Netvisor

Maventa 1

• Maventa Connection

Data import 7

• Customer detail Data import
• Vendor detail Data import
• Product detail Data import
• Finvoice import
• Accounting material Data import

View all 7

Smart Excel tables 5

• Smart Excel tables - General information and deployment
• Smart Excel tables - Accounting material import
• Smart Excel tables - Billing data import
• Smart Excel tables - Payslip import
• Smart Excel tables - Working time information import

Epassi 1

• Epassi integration

MyCashflow 1

• MyCashflow Integration Description

Sympa 1

• Sympa Integration

Severa 6

• Netvisor-Severa - Integration Interface Overview
• Integration Interface Deployment
• Travel Expense Transfer
• Transfer of Sales Invoices and Sales Orders
• Transfer of Purchase Invoice Lines

View all 6

ValueFrame 4

• Setup and Configuration
• Transfer of Purchase Invoice Lines
• Transfer History
• Rebilling Service Invoices in Visma Solutions

Implementing a new integration 3

• Implementing new integration and Netvisor Software Partnership
• How Netvisor API works
• Data transfer - general

Integration deployment 3

• API identifiers
• Rights of interface resources
• API pricing

Netvisor API in general 6

• Resources - General
• API authentication
• VAT-classes and VAT-codes
• E-invoice operators
• Controlling errors

View all 6

Resources - Sales invoices, sales orders and payments 3

• Sales invoices and sales orders
• Sales payments
• Sales invoices, orders and payments in general

Resources - Purchase invoices, -orders, -payments and vendors 5

• Purchase invoices
• Purchase orders
• Vendors
• Purchase payments
• Purchase invoices, -orders, -payments and vendors in general

Resources - Invoice batches 5

• Invoices batch handling in general
• Get batch list getbatchlist.nv
• Get batch -status getbatchstatus.nv
• Import sales invoice batch salesinvoicebatch.nv
• Import purchase invoice batch purchaseinvoicebatch.nv

Resources - Customer register 7

• Customers in general
• Get customer list customerlist.nv
• Get customer details getcustomer.nv
• Import customer details customer.nv
• Delete customer deletecustomer.nv

View all 7

Resources - Products and warehouse 15

• Products and warehouse in general
• Rackbeat Stoplight API
• Get product list productlist.nv
• Get Product details getproduct.nv
• Get product groups getproductgroups.nv

View all 15

Resources - Accounting and dimensions 17

• Accounting and dimensions in general
• Get accounting data accountingledger.nv
• Import accounting data accounting.nv
• Edit accounting data accountingedit.nv
• Invalidate accounting data invalidatevouchers.nv

View all 17

Resources - Payroll, worktime and travel expenses 3

• Employees and payroll
• Worktime and travel expenses
• Payroll, worktime and travel expenses in general

Resources - eScan 2

• eScan in general
• Import eScan document escan.nv

Visma Solutions Oy - Netvisor training services 3

• Netvisor Training and Implementation Support
• Netvisor Webinars on YouTube
• Netvisor - Tutorial Videos

Partner network 6

• For partners
• Accounting Firm Likvidi
• Greenstep
• Azets Insight Ltd
• Rantalainen Ltd

View all 6

Financial Overview 0

Netvisor service invoicing 5

• Contact Netvisor Invoicing
• Updating your billing address
• Netvisor's user-based fees and transactions
• FAQ about Netvisor billing
• Netvisor Invoicing in a Nutshell

Sales 6

• How do I unallocate a credit note?
• Can I cancel the sending of a sales invoice?
• How do I edit an already sent invoice?
• Can I cancel an invoice sent to the printing service?
• Why hasn't the invoice sent by email been delivered?

View all 6

Products 2

• How do I reset the stock?
• How do I remove a product?

Purchases 5

• Why is the purchase invoice in payment service status?
• How can I cancel a payment?
• Why can't I access to review/approve/post invoices?
• How do I remove a zero-sum purchase invoice from the ledger?
• Invoice for Scanning Service Has Not Arrived

Financials 11

• How to Choose the Right VAT Identifier?
• Bookkeeping separates, what do I do?
• How to Perform VAT Bypass?
• Income Statement and Balance Sheet Discrepancy: What Should I Do?
• Why Does the VAT Calculation Differ?

View all 11

Controller 1

• I am the main user of the company but cannot access the controller, why?

Service management 16

• Login with Bank Credentials Fails or Netvisor is Slow. What Should I Do?
• Why Log In to the Support Portal?
• How do I save my data?
• How do I make a payment agreement?
• How do I add a new user?

View all 16

Data transfer 1

• Why Did I Receive a Run-time Error When Submitting Data in the Smart Excel Form?

FAQ 12

• How to Start Using Visma Scanner?
• Where can I get a new password for Visma Scanner?
• We have a foreign user, how can they log in to Netvisor?
• How to Activate the Netvisor Mobile App?
• Why can't I add an email address to eScan material import email addresses?

View all 12

Most viewed questions 12

• We have a foreign user, how can he/she log in to Netvisor?
• How do I choose the right VAT identification number?
• How can I download my accounting materials?
• How do I start using Visma Scanner?
• How do I process a pay or travel advance?

View all 12

Current articles 5

• Creating a New Sales Invoice
• Visma Scanner Mobile Application
• Agreement on Payment Transactions and Contract Templates: Netvisor
• VAT Handling and System VAT Identifiers
• Bank Contact Information and Payment Runs

Frequently asked questions 7

• How do I make a payments traffic agreement?
• Can I cancel the sending of a sales invoice?
• How do I cancel a payment?
• Accounting makes a difference, what do I do?
• What integrations are available for Netvisor?

View all 7