This guide provides instructions on how accounting firms can establish new client companies in Netvisor and manage user rights. The guide also includes step-by-step instructions for filling in the company's basic information and selecting the Netvisor service package.

CONTENTS

• Establishing a New Company
  • User Rights
  • Company Basic Information
  • Netvisor Service Package
    • Light
    • Basic
    • Core
    • Professional
    • Premium
    • Netvisor Salaries
  • Additional Services
    • Payroll and Time Tracking
    • Travel and Expense Claims
    • Group Processing
  • Maventa Connection
  • Add Your Client as a Netvisor User

Establishing a New Company

User Rights

An accounting firm can establish new client companies in the Netvisor program if they have user administrator (KH) rights in the accounting firm. The founder directly receives KH and KP rights in the new company. Those with the accounting firm's main user (TPK) rights also automatically receive TPK, KH, and KP rights in the new company. The founder also receives the Payroll Administrator (P) role and the "All rights" profile for payroll if the founder has payroll rights in the accounting firm. Other users must be added manually.

If a user has KH rights, they should also have at least read rights in the function-specific user rights under "Basic Information Management" to be able to add a new company. (No rights profile is not sufficient)

When establishing a company, only a user with a Finnish personal identification number can be created as a user.

Company Basic Information

Business ID: Enter the company's business ID. Information can be retrieved directly from YTJ by entering the desired business ID and pressing the "Retrieve Information" button. Currently, the business ID search works for company forms: limited company, housing company, and cooperatives. We retrieve information from YTJ using an interface, and for now, only these company forms are available through it. There can only be one company with the same business ID in Netvisor.

Chart of Accounts: Please note that a chart of accounts is created for the company according to the company form selection. Familiarize yourself with the available charts of accounts before selecting the company form, as modifying the chart of accounts afterward is laborious, and a company created with the wrong chart of accounts usually needs to be deleted and reopened. In such cases, you must first contact support, as there cannot be two companies with the same business ID. If the company form changes and the chart of accounts and business ID remain the same, the company form can be changed by support.

The selection of the real estate company's chart of accounts should be checked from the articles of association, and it can, in principle, be either an adapted business formula or a basic chart of accounts. Whether it is a mutual real estate company or a regular one cannot necessarily be deduced from the company's name.

Netvisor Service Package

Turnover Class: The service price varies according to the company size. The smallest turnover class is under 0.1M €, and the largest class is over 100M €.

Service Package: There are six different possible service packages in Netvisor, which can be selected in the Netvisor Store.

Light

• The Light package includes accounting features and sales invoicing. Sales invoices are charged based on the created invoices. The Light package is only available through Netvisor's accounting firm partners and only for companies with a turnover of less than 0.2M €.

Basic

• The Basic package includes sales invoicing, purchase invoice processing, and accounting features, but sales and purchase invoices are charged based on the created invoices. It allows the use of automation even with a small number of invoices. The Basic package is the right choice when there are only a few sales and purchase invoices monthly. It is available if the turnover is less than 0.5M €.

Core

• The Core package includes sales invoicing, purchase invoice processing, cash flow tool, and accounting features at a fixed monthly price. It ensures that the company's liquidity and cash flow are always known. The Core package is the right choice when the number of sales and purchase invoices is regular monthly, and basic functionalities are sufficient.

Professional

• The Professional package extensively complements the features of Core. It includes a software interface, budgeting, reporting, and forecasting, as well as sales and purchase order features. It increases business predictability and enables data flow between different systems. The Professional package is the right choice when seeking better predictability and responsiveness or wanting to integrate other company software with Netvisor.

Premium

• The Premium package expands the service with inventory management and extended product management features. It combines the entire chain from inventory to accounting into one seamless entity. The Premium package is the right choice when business requires inventory management or versatile product management functionalities.

Netvisor Salaries

• The Salaries package can be used as is, without needing other packages alongside it. Netvisor's efficient payroll includes versatile payroll features and automatic notifications to the income register. The Salaries package also includes easy-to-use mobile tools for employees' time tracking and travel expense processing. The total price of the package consists of the basic fee of the package and the number of employees. The price of travel and expense claims is based on the number of recorders. All packages include an unlimited number of users at no extra charge.

Additional Services

As additional services, you can choose:

Payroll and Time Tracking

• Integrated payroll with financial management automates accounting and notifications to the income register. The additional service includes both versatile payroll features and time tracking for employees. Payroll is charged based on the number of employees.

Travel and Expense Claims

• Checking, allocations to accounting targets, and expense tracking are efficient. The additional service also includes mobile features for making travel and expense claims. Travel and expense claims are charged monthly based on the users who have recorded travel or expense claims.

Group Processing

• Functionality designed for chains and groups. Group processing and reporting help manage eliminations and chain-level reporting.

Maventa Connection

Netvisor uses the Maventa connection for sending and receiving e-invoices. If account registration is prevented, e-invoices cannot be sent or received. The company's Maventa e-invoice address or scanning service address is also not brought to the billing address notifications until the connection is opened. The company's user administrator can open the connection later from the management of electronic service channels in the Netvisor Store. The Maventa account is created within a day after the company is established. The bank network connection for invoices arriving from the bank network to the Maventa account opens within 1-3 banking days. If the company already had a Maventa account in use in another system, the account does not open automatically. In such cases, a notification will appear in the billing address view that the account cannot be opened due to an existing account. If the account is desired for use in Netvisor, you must contact support.

From 1.7.2022, opening the Maventa e-invoice connection in Netvisor requires authentication in a legally required manner. Yrityksen perustamisvaiheessa syötetään yrityksen edustamisoikeuden omaavan henkilön sähköpostiosoite, johon lähetetään Visma Signin sähköinen tunnistautumispyyntö. Yrityksen edustamisoikeudellinen henkilö hyväksyy yrityksen puolesta Maventa's Service Terms and the sending and receiving of electronic documents, as well as the opening of the Maventa account's bank network connection for the company for sending and receiving e-invoices through Finnish banks.

The accounting firm can open the Maventa e-invoice connection for their client (end customer) if the end customer has authorized the accounting firm to open the e-invoice connection. The authorization can be, for example, part of the service agreement between the accounting firm and the end customer or a separate power of attorney. In principle, the authorization should be in writing and sufficiently specified so that it can be proven if necessary. The accounting firm is then responsible for having the necessary representation rights to make a binding e-invoice connection opening request for the end customer and for having strongly identified the end customer for whom the e-invoice connection is opened.

Approval is done in the Visma Sign service and requires strong authentication. After this, the Maventa e-invoice connection opens for use.

Add Your Client as a Netvisor User

In this view, a user is added while the company is being established. The founder automatically receives rights to the company being established. Adding a user is mandatory.

The user can be selected as the main user. The main user acts as the company's representative in Netvisor. The main user must be a person working in the company. The main user has the right to create new user accounts, add or remove service sections, and sign agreements within the service.

Once the mandatory information is entered, continue the establishment by pressing the "Continue to Summary" button.

In the opened view, you can see the company's information, and if necessary, these can still be edited.

The company is established by pressing the "Establish Company" button.

When the company is opened, a message about the opening is sent to the entrepreneur if the company user was established during the opening.

Below is an example message.

"Welcome to the Netvisor service!
Welcome as a Netvisor user, (user's name). You have now been granted access rights to the Netvisor financial management program. The access right applies to the company (company's name)

Logging into the service
You can log into Netvisor at https://suomi.netvisor.fi. Logging in is done securely with personal bank credentials or a mobile certificate.
More about the mobile certificate and how to order it at:
http://www.mobiilivarmenne.fi/fi/
When you use Netvisor for sending and paying invoices, you always get a real-time view of your company's finances. In our user community, you will find more tips, discussions, and current announcements. Visit: https://community.vismasolutions.com/community/netvisor
We are pleased to welcome you as a Netvisor user among tens of thousands of Finnish business users.
Best regards,
The Netvisor Team"

Keywords: Netvisor, new client company, accounting firm, user rights, basic information, service packages, Maventa connection

This article has been translated using an AI-based translation tool.

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