This guide explains how to customize Netvisor's start view to meet your own needs.

CONTENTS

Using the widget view

You can open the start view editing in Netvisor by selecting the start view and clicking the Edit view button.

In edit mode you can:

  • add widgets
  • remove widgets
  • arrange widgets by dragging them to the desired place
  • move widgets from different start views to other views
  • copy the settings of the customized view to other companies.

In Edit view mode:

  • views are fully customizable
  • you can bring widgets to the start view pages by dragging them to the desired location
  • you can move widgets already in the view by dragging
  • you can arrange the views entirely according to your own needs.

After opening edit mode you will see the following buttons:

Stop editing button:

  • ends the edits
  • returns you to the main view
  • shows the changes you made, if you edited the view.

Add widgets

You can open widget adding as follows:

  1. Open the start view and click Edit view.
  2. Click the Add widgets button.

With the Add widgets button you:

  • see the widgets of different sections
  • can choose which widgets you want to use.

For example, you can open the sales side widgets like this:

  1. Select the sales section from the widget list.
  2. Review the sales-related widgets shown in the list.

Note the following in the widget list:

  • If there is a lock icon on the edge of the widget, you lack the right to view that widget.
  • If there is a Selected button in front of the widget, the widget is already visible on the front page.

If, for example, you want the unbilled sales orders widget to be visible on the front page:

  1. Find the unbilled sales orders widget in the list.
  2. Select the widget.
  3. Drag the widget to the desired location on the front page.

Remove widget

You can remove a widget from the front page as follows:

  1. Open the start view and click Edit view.
  2. Find the widget to be removed on the front page.
  3. Click the Return to widgets button on the widget.

Copy widgets to another company

You can copy the customized front page settings to other companies to which you have rights as follows:

  1. Open the start view and click Edit view.
  2. Click the downward triangle next to the Add widgets button.
  3. Select Copy view settings to your other companies from the list.
  4. Select the companies to which you want to copy the settings.
  5. Click copy settings to selected companies.

Restore default view settings

You can restore the default settings of the front page as follows:

  1. Open the start view and click Edit view.
  2. Select Restore default view settings.

The Restore default view settings function:

  • restores the default settings of the front page
  • brings the default widgets back to view if they were removed
  • keeps the default position of the widgets on the front page.

Different Netvisor sections have their own widgets in the main view.

Widget descriptions

Exceptions and notes

Widget Unmatched consumer e-invoice reception notifications:

  • shows received reception notifications that could not be automatically matched to the customer card.

Sales invoices failed to send as e-invoices

Widget:

  • shows sales invoices that were attempted to be sent as e-invoices but later encountered an error.

Unmatched reference payments

Widget:

  • shows reference payments that have not been matched (for example, more has been paid than the invoice total)
  • is visible and opens if you have:
    • editing rights to the basic functions of the accounts receivable
    • editing rights to payment management
  • shows unmatched reference payments only from open financial periods.

Received reference payments

Widget:

  • shows the number of machine-readable received reference payments that have not yet been handled
  • is visible if:
    • you have rights to the information view for this part
    • the bookkeeping section is active in the company
    • you have at least read rights to the basic functions of bookkeeping.

Bank and payment traffic exceptions

Widget:

  • shows purchase invoice payments that have encountered an error.

Purchase invoice automation suggestions

Widget:

Expired purchase invoice automation rules

Widget:

  • shows if purchase invoice automation has been used and a rule has expired
  • to remove the notification:
    • extend the validity period of the rule or
    • delete the expired purchase invoice automation rules.
  • you can find the rules by selecting Purchases > Automatic handling.

Unpaid personnel expenses

Widget:

  • shows travel expense reports that are ready for payment but have not yet been paid.

Employee lacks a valid tax card

Widget:

  • shows employees whose tax card is not valid.

Unchecked allocations

Widget:

  • shows the number of vouchers created by a person who does not have editing rights to unchecked allocations in the information view rights
  • is visible if you have the accountant role
  • lists vouchers created through purchase invoice automation
  • if purchase invoice automation is run manually:
    • whether the transaction appears on the list depends on the rights of the person running it manually
    • if they have editing rights to unchecked allocations, the transaction does not appear on the list.
  • approving the transaction:
    • does not affect existing bookkeeping
    • removes the voucher from this list.
  • through the view you can check the vouchers created by selected users.

If the company uses Fabric AI:

  • vouchers coming through Fabric AI do not appear in the Unchecked allocations view
  • the intention is that the accountant/AI controller/accounts receivable manager primarily handles purchase invoices through the FabricAI portal
  • a significant part of the invoices are automatically posted to bookkeeping through the FabricAI portal
  • in practice, the FabricAI portal replaces the Unchecked allocations view so that double work does not need to be done.

Invoice payment feedback

Widget:

  • shows received payment feedback from purchase invoices
  • is an informative view
  • acknowledging the view does not affect bookkeeping.

Unsent invoices with automatic reminders

Widget:

  • shows invoices whose sending with reminder automation rules has failed
  • shows the error for 30 days.

Errors in automatic bank statement processing

Widget:

  • shows the number of bank statements that encountered an error due to the failure of automatic purchase invoice handling
  • example of an error situation:
    • a bank statement has arrived at the company where VAT or accounts payable was locked
    • the automation does not handle the purchase invoice transaction from the bank statement.
  • is visible if you have access to the bank statement.

My working hours

Widget:

  • shows possible flexitime if flexitime is used in the company
  • shows unacknowledged workdays
  • requires that you have rights to working hours entry in the company.

My travel and expense claims

Widget:

  • shows the status of the person's travel expense reports
  • requires that you have rights to create travel expense reports in the company.

Unprocessed eScan materials

Widget:

  • shows which materials in the eScan view are unprocessed
  • if eScan has not been activated, shows the link activate eScan service
  • shows each user their own unprocessed materials
  • if you have one of the following roles:
    • accountant (KP)
    • user administrator (KH)
    • accounting office administrator (TPK)
  • you also see all other users' unprocessed materials.

Cash flow forecast

Widget:

  • shows the cash flow forecast
  • requires rights to pay purchase invoices or the accountant role
  • is automatically available to all companies using accounts payable.

In my processing

Widget:

  • can be modified to show:
    • all company materials or
    • only materials that are assigned to you.

Unapproved purchase proposals section in the In my processing view:

  • is visible if:
    • the purchase order section is active in the company
    • you have the right to approve purchase orders in the purchase and accounts receivable rights.

NOTE! The In my processing view:

  • shows the active period
  • shows the period preceding the active period
  • shows invoices and data for one financial period in the future.

Purchase invoices to be checked

Widget:

  • is visible if in the purchase and accounts receivable rights you have the right to:
    • verify purchase invoices or
    • approve purchase invoices.

Unallocated purchase invoices

Widget:

  • shows purchase invoices that have not yet been allocated
  • is visible with accountant rights.

Undelivered sales orders

Widget:

  • shows sales orders that have not yet been delivered
  • requires that:
    • the order processing section is active in the company
    • you have rights to handle sales orders.
  • the user's rights to see only events assigned to them can be limited in the ledger rights with the setting Show only self-entered invoices and orders.

Unbilled sales orders

Widget:

  • shows sales orders that have not yet been billed.

Unsent sales invoices

Widget:

  • shows invoices created by the user that have not yet been sent or printed.

Travel claims to be approved

Widget:

  • is visible if you have a supervisor role or payroll accountant rights.

Open sales

Widget:

  • shows open offers and orders
  • requires that:
    • order processing is active
    • you have rights to order processing.
  • also shows:
    • the number and amount of unsent invoices
    • the number and amount of open invoices
    • the number and amount of overdue invoices
    • the number and amount of reminded invoices
    • the number and amount of noted invoices
    • the number and amount of invoices in collection.
  • requires rights to the accounts receivable.

Open purchases and bank transfers

Widget:

  • shows purchase orders
  • requires that:
    • the service is active
    • you have rights to it.

The widget also shows:

  • new purchase invoices
  • invoices in circulation
  • payment-ready purchase invoices
  • overdue purchase invoices
  • requires rights to the accounts payable.

If you have payment rights for bank transfers:

  • you see the number of unpaid bank transfers
  • you must also have editing rights to the payment section in the basic accounts payable rights.

Obligations

Widget:

  • shows how many days the VAT notification and employer payment are overdue
  • is visible if:
    • in the information view there are read or edit rights to the section unsent control notifications
    • for the VAT notification you have at least read rights to the basic functions of bookkeeping
    • you have accountant rights.
  • also shows if the VAT bank transfer is unpaid.

Note the following when interpreting the VAT situation:

  • if own transactions have been recorded for the month in question, they may cause the VAT for that month, which should be refundable, to become payable
  • in that case the widget may show that VAT is payable even though in reality there is no payable VAT
  • you can correct the situation by marking the period as complete in the Self-initiated taxes view.

Locks

Widget:

  • shows when the company's VAT is locked:
    • VAT is locked when the VAT calculation for that month has been done.
  • shows when the financial period is locked:
    • the financial period is locked when the financial period is closed.

The widget also shows:

  • payroll locks
  • working hours entry locks
  • these can be defined in the payroll settings.

Locks widget visibility:

  • requires the accountant or payroll accountant role
  • VAT, financial period and accounts payable locks are shown with the accountant role
  • payroll and working hours locks are shown with the payroll accountant role.

Quick links

Widget:

  • is shown if you have created quick links
  • also shows quick links that a person with user administrator rights has created for you.

Bank accounts

Widget:

  • shows the company's bank accounts
  • shows the balances of the bank accounts
  • requires rights to see the company's bank accounts in access rights.

Frequently asked questions

How do I customize Netvisor's start view to my own needs?

  • Open the start view and click Edit view.
  • Add, remove and arrange widgets by dragging them to the desired place.
  • Save the changes by clicking Stop editing.

How do I add a new widget to the front page?

  • In the start view, click Edit view.
  • Select Add widgets.
  • Select the desired widget and drag it to the front page.

How do I remove a widget from the front page?

  • Open edit mode by clicking Edit view.
  • On the widget to be removed, click Return to widgets.

How do I copy the customized start view to another company?

  • Open edit mode and click the triangle next to the Add widgets button.
  • Select Copy view settings to your other companies.
  • Select the companies and click copy settings to selected companies.

How do I restore the default settings of the start view?

  • Open edit mode by clicking Edit view.
  • Select Restore default view settings.
  • The default widgets are restored to their default positions on the front page.

Why do I not see a certain widget or its contents?

  • Check whether there is a lock icon on the widget: this means that you lack the right to view that widget.
  • Make sure you have the access rights mentioned in the instructions (for example accounts receivable, accounts payable, accountant role, payroll accountant rights).

What should I do if the Obligations widget shows VAT as payable even though it should be refundable?

  • Check whether own transactions have been recorded for the month in question that affect the VAT calculation.
  • If the situation has already been handled, mark the period as complete in the Self-initiated taxes view.

Keywords: Netvisor, start view, widget customization, user guide, company settings, view customization

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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