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

CONTENTS

Establishing a new company

Establishing a new company

Access rights

Open the establishment of a new client company in Netvisor by selecting: Accounting office > Client companies > Establish a new company.

Make sure that you have user administrator (KH) rights in the accounting office. Only a user with KH rights can establish new client companies in the Netvisor program.
Note that the founder of the company automatically receives KH and KP rights in the new company.
If you have the accounting office's administrator (TPK) rights, you will automatically receive TPK, KH, and KP rights in the new company.
If you have payroll rights in the accounting office, you will also receive the Payroll accountant (P) role and the "All rights" profile for payroll in the new company.
Other users must be added to the new company manually, as they do not receive rights automatically.
In addition to KH rights, make sure that you have at least read rights in the function-specific access rights under "Basic data management". A "no rights" profile alone is not sufficient to add a new company.
When establishing a company, only a user with a Finnish personal identity code can be created as a user.
If a new company is established in the middle of the month, the current month is free of charge. For example, if the environment is opened in January, the charge starts from the beginning of February and the first invoice comes at the beginning of March.
Note that possible transaction charges start immediately after opening the company.

Company basic data

Business id:

Enter the company's business id.
Retrieve the company's information directly from YTJ by entering the business id and selecting the "Retrieve information" button.
Use the business id search for the following company forms: limited company, housing company and cooperatives. Currently, only these company forms are available via the YTJ interface.
Note that there can only be one company with the same business id in Netvisor.

Specification of accounts:

Select a specification of accounts for the company according to the company form selection.
Familiarise yourself with the available specifications of accounts before selecting the company form, as modifying the specification of accounts afterwards is laborious.
If the specification of accounts has been selected incorrectly, the company must be deleted and opened again. First contact support in such a case, as there cannot be two companies with the same business id.
Ask support to change the company form if the company form changes but the specification of accounts and business id remain the same.

Selection of the real estate company's chart of accounts:

Check the selection of the real estate company's chart of accounts from the articles of association.
Select either an adapted business formula or a basic specification of accounts as the chart of accounts based on the articles of association.
Do not deduce whether it is a mutual real estate company or a regular one based solely on the company's name.

Companies without a Finnish business id:

Note that opening a company in Netvisor requires a Finnish business id.
Establish a company with a generated business id only if the company does not have a Finnish business id and it has been ensured that the generated business id is available.
In such a situation, contact customer support to use a generated business id.

Netvisor service package

Turnover class:

Select a turnover class for the company, as the service price varies according to the company size.
Note that the smallest turnover class is under 0.1M € and the largest class is over 100M €.

Service package:

Select the most suitable one for the company from Netvisor's six different service packages.
Select the service package in the Netvisor Store.

Light

Use the Light package when you need accounting features and sales invoicing.
Note that sales invoices are charged based on the created invoices.
The Light package is only available through Netvisor's accounting office partners.
Select the Light package only for companies with a turnover of less than 0.2M €.

Basic

Use the Basic package when you need sales invoicing, purchase invoice processing and accounting features.
Note that sales and purchase invoices are charged based on the created invoices.
Use the Basic package when you want automation even with a small number of invoices.
Select the Basic package when there are only a few sales and purchase invoices monthly.
The Basic package is available only if the company's turnover is less than 0.5M €.

Starter

Select the Starter package when you need the same features as in the Basic package and, in addition, the most common transactions and single-person payslips at a fixed monthly price.
Use the Starter package when you want to focus on your business and predict your financial management costs.
The Starter package is only available for companies with a turnover of up to 0.2M €.
Note that the Starter package includes an unlimited number of users.

Core

Use the Core package when you need sales invoicing, purchase invoice processing, a cash flow tool and accounting features at a fixed monthly price.
Use the Core package when you want the company's liquidity and cash flow to always be known.
Select the Core package when the number of sales and purchase invoices is regular monthly and basic functionalities are sufficient.

Professional

Select the Professional package when you want to extend the features of the Core package.
Use the Professional package when you need a software interface, budgeting, reporting and forecasting, as well as sales and purchase order features.
Use the Professional package when you want to increase business predictability and enable data flow between different systems.
Select the Professional package when you are looking for better predictability and responsiveness or want to integrate other company software with Netvisor.

Netvisor Payroll

Use the Payroll package as is, without needing other packages alongside it.
Use Netvisor's efficient payroll, which includes versatile payroll features and automatic notifications to the income register.
Use the easy-to-use mobile tools included in the Payroll package for employees' time tracking and travel expense report processing.
Note that the total price of the Payroll package consists of the basic fee of the package and the number of employees.
Note that the price of travel and expense reports is based on the number of recorders.
Remember that all packages include an unlimited number of users at no extra charge.

Additional services

If necessary, select the following additional services:

Payroll and time tracking

Use integrated payroll with financial management, which automates accounting and notifications to the income register.
Use the additional service when you need versatile payroll features and time tracking for employees.
Note that payroll is charged based on the number of employees.

Travel and expense reports

Make the checking of travel and expense reports, allocations to accounting targets and expense tracking more efficient.
Use the mobile features of the additional service for making travel and expense reports.
Note that travel and expense reports are charged monthly based on the users who have recorded travel or expense reports.

Group processing

Use group processing as functionality designed for chains and groups.
Use group processing and reporting for managing eliminations and chain-level reporting.

Maventa connection

Open the management of the Maventa connection in Netvisor by selecting: Netvisor Store > Management of electronic service channels > Maventa e-invoice connection.

Use the Maventa connection for sending and receiving e-invoices in Netvisor.
Note that if account registration is prevented, you cannot send or receive e-invoices.
Note that the company's Maventa e-invoice address or scanning service address is not brought to the billing address notifications until the Maventa connection has been opened.
If the connection is not opened during the establishment phase, the company's user administrator can open the Maventa connection later from the management of electronic service channels in the Netvisor Store.
Note that the Maventa account is created within a day after the company is established.
Note that 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, note that the account does not open automatically in Netvisor.
Check the billing address view for a notification if the account cannot be opened due to an existing Maventa account.
Contact support if you want to transfer an existing Maventa account for use in Netvisor.

From 1.7.2022, opening the Maventa e-invoice connection in Netvisor requires authentication in a legally required manner. In the company establishment phase, enter the email address of the person with the company's representation rights, to which Visma Sign's electronic authentication request is sent.

Ask the person with the company's representation rights to approve on behalf of the company the Maventa service terms.
Make sure that the same person approves the sending and receiving of electronic documents and the opening of the Maventa account's bank network connection for the company for sending and receiving e-invoices through Finnish banks.

The accounting office's role in opening the Maventa connection:

When you open the Maventa e-invoice connection for your client (end customer), make sure that the end customer has authorised the accounting office to open the e-invoice connection.
Use an authorisation that can be part of the service contract between the accounting office and the end customer or a separate power of attorney.
Ensure that the authorisation is in writing and sufficiently specified so that it can be proven if necessary.
Be responsible for ensuring that the accounting office has the necessary representation rights to make a binding e-invoice connection opening request for the end customer.
Make sure that you have 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

Add a company user while establishing the company by selecting in Netvisor: Accounting office > Client companies > Establish a new company > Add user.

In this view, add a user at the same time as you establish the company. Adding a user is mandatory.
Note that the founder of the company automatically receives rights to the company being established.

Selecting the administrator:

Select the user as the administrator if necessary.
Make sure that the administrator is a person working in the company.
Note that the administrator acts as the company's representative in Netvisor.
Give the administrator the right to create new user accounts, add or delete service sections and sign contracts within the service.

Finalising the establishment of the company:

Enter all mandatory information about the user and the company.
Select the "Continue to summary" button when the mandatory information has been entered.
In the opened view, check the company's information and edit it if necessary.
Establish the company by selecting the "Establish company" button.

After opening the company:

Note that when the company has been 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://login.netvisor.fi. Strong authentication is used in the service, and you can log in with the Netvisor mobile application as well as using the personal online banking credentials of the most common banks.
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"

Frequently asked questions

Who can establish a new client company in Netvisor?

Only a user who has user administrator (KH) rights in the accounting office and at least read rights to the "Basic data management" section can establish a new client company.

What access rights does the founder receive in the new company?

The founder automatically receives KH and KP rights in the new company.
If the founder has TPK rights in the accounting office, they also receive TPK rights in the new company.
If the founder has payroll rights, they receive the Payroll accountant (P) role and the "All rights" profile for payroll.

Can I establish a company without a Finnish business id?

Opening a company requires a Finnish business id.
If the company does not have a Finnish business id, it is possible to establish a company with a generated business id that has been checked to be available. In such a case, contact customer support.

How do I select the correct specification of accounts and company form?

Familiarise yourself with the available specifications of accounts before selecting the company form, as modifying the specification of accounts afterwards is laborious.
If the specification of accounts has been selected incorrectly, the company usually has to be deleted and opened again with the help of support.
For real estate companies, check the selection of the chart of accounts from the articles of association.

How do I select a suitable Netvisor service package?

Select the service package according to the company's turnover and required features in the Netvisor Store.
Light and Starter are suitable for small companies, Basic for a small number of invoices, Core for regular invoice volumes and Professional for broader forecasting and integrations.

How is the Maventa e-invoice connection opened in Netvisor?

Open the Maventa connection from the management of electronic service channels in the Netvisor Store as a user administrator.
Enter the email address of the person with the company's representation rights and ask them to authenticate via Visma Sign and approve the Maventa service terms.

Can the accounting office open the Maventa connection on behalf of its client?

The accounting office can open the Maventa e-invoice connection if the end customer has given a written and sufficiently specified authorisation.
The accounting office is responsible for having the necessary representation rights and for having strongly identified the end customer.

What happens if the company already has a Maventa account in another system?

The Maventa account does not open automatically in Netvisor.
A notification appears in the billing address view that the account cannot be opened due to an existing account. In such a case, contact support if the account is to be used in Netvisor.

Is adding a user mandatory when establishing a company?

Yes, adding a user is mandatory when establishing a company.
The founder automatically receives rights to the company being established, and you can select an administrator for the company.

When does billing start for a new company?

If a new company is established in the middle of the month, the current month is free of charge.
Billing starts from the beginning of the following month and the first invoice comes at the beginning of the month after that.
Transaction charges start immediately after opening.

Keywords: Netvisor, new client company, accounting office, access rights, basic data, service packages, Maventa connection

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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