Editing Widgets on the Home Screen : Netvisor

This guide instructs on how to customize the Netvisor's start view to meet the user's own needs.

CONTENTS

Using the Widget View

The user can add, remove, and arrange widgets and copy the customized view settings to other companies. This can be done by pressing the "Edit View" button.

Views are now fully customizable, and widgets from different start views can be moved to other views. Importing widgets to start view pages and moving widgets within the view is done by dragging the widgets to the desired location. You can arrange the views entirely according to your own needs.

The following buttons will appear below

Stop Editing ends the edits and brings the main view back into view if you made changes to the view.

Add Widgets

This button brings up the widgets for different sections.

For example, open the sales side widgets

If there is a lock icon on the edge of the widget, the user lacks the right to view that widget.

The widgets with the "Selected" button in front of them are already visible on the front page. If, for example, you want to display unbilled sales orders, you can select this widget and move it to the desired location on the front page.

Remove Widget

A widget can be removed from the front page by using the return to Widgets button on that widget.

Copy Widgets to Another Company

The customized front page can also be copied to other companies. This can be done from the downward triangle behind the "Add Widgets" button. From here, select "Copy view settings to your other companies" to which you have rights. After this, you can select the companies and press the button to copy settings to the selected companies.

Restore Default View Settings

Restores the default settings of the front page and brings the default widgets visible if they were removed and retains 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

Unmatched consumer e-invoicing reception notifications: shows received reception notifications that could not be automatically matched to the customer card.

Sales Invoices Failed to Send as E-Invoices

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

Unmatched Reference Payments

Shows reference payments that have not been matched. For example, more has been paid than the invoice total. This link is visible and opens if the person has editing rights to the basic functions of the sales ledger and editing rights to payment management. Unmatched reference payments are shown only from open fiscal years.

Received Reference Payments

This shows the number of machine-readable received reference payments that have not yet been processed. The link requires rights to the information view for this part and also the accounting section must be active in the company. For accounting, at least read rights to the basic functions of accounting are required.

Bank and Payment Traffic Exceptions

Shows purchase invoice payments that have encountered an error.

Purchase Invoice Automation Suggestions

Shows possible suggestions from which purchase invoice automation rules can be made. Viewing these suggestions requires rights to purchase invoice automation rules.

Expired Purchase Invoice Automation Rules

Shows if purchase invoice automation has been used and a rule has expired.

Unpaid Personnel Expenses

Shows travel claims that are ready for payment but not yet paid.

Employee Lacks a Valid Tax Card

Shows employees whose tax card is not valid.

Unchecked Allocations

Shows the number of vouchers created by a person who does not have editing rights to unchecked allocations in the information view rights. To see this, the accountant role is also required. Vouchers created through purchase invoice automation appear on this list. If purchase invoice automation is run manually, it depends on the manual runner's rights. If they have editing rights to unchecked allocations, then this event does not appear on the unchecked allocations list. Approving the event does not affect the existing accounting, it just removes the voucher from this list. Through the view, you can check the vouchers made by desired users.

If the company uses Fabric AI, vouchers coming through it do not appear in the unchecked allocations view. When FabricAI is in use, the intention is that the accountant/AI controller/accounts receivable manager primarily processes purchase invoices through the FabricAI portal to get a significant portion of the invoices automatically into accounting. Practically, the FabricAI portal replaces the Unchecked Allocations view to avoid double work.

Invoice Payment Feedback

Shows received payment feedback from purchase invoices. The view is informative. Acknowledging the view does not affect accounting.

Unsent Invoices with Automatic Reminders

Shows invoices whose sending with reminder automation rules has failed. The error is visible for 30 days.

Errors in Automatic Bank Statement Processing

Shows the number of bank statements that encountered an error due to the failure of automatic purchase invoice processing. For example, a bank statement has arrived at the company where, for example, VAT or accounts payable was locked, so the automation does not process the purchase invoice event from the bank statement. The view is visible if the user has access to the bank statement.

My Working Hours

The view shows possible flexitime (if used in the company) and unacknowledged workdays. The view requires that the user has rights to time tracking in the company.

My Travel and Expense Claims

Shows the status of the person's travel claims, requires that the user has rights to make travel claims in the company.

Unprocessed eScan Materials

Shows what materials in the eScan view would be unprocessed. If eScan has not been activated, this link shows "activate eScan service". Each user sees their own unprocessed materials. If the user has the accountant (KP), user manager (KH), or main user of the accounting firm (TPK) role, the user sees unprocessed materials sent by others as well.

Cash Flow Forecast

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

In My Processing

The view can be modified to show either all company materials or only what is assigned to the specific user.

Unapproved purchase proposals: This is visible if the company uses the purchase order section and the person has the right to approve purchase orders in the purchase and sales ledger rights.

Purchase Invoices to be Checked

Visible if the person has the right to verify or approve purchase invoices in the purchase and sales ledger rights.

Unallocated Purchase Invoices

Shows purchase invoices that have not yet been allocated.

Undelivered Sales Orders

Shows sales orders that have not yet been delivered. Requires the order processing section to be active in the company and 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

Shows sales orders that have not yet been billed.

Unsent Sales Invoices

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

Travel Claims to be Approved

This requires a supervisor role or payroll rights.

Open Sales

Shows open offers and orders. This requires that order processing is active and there are rights to it. Also shows the number and amount of unsent, open, overdue, reminded, noted, and collected invoices. Requires rights to the sales ledger.

Open Purchases and Transfers

Shows purchase orders. This requires that the service is active and the user has rights to it.

The view shows new purchase invoices, invoices in circulation, payment-ready purchase invoices, and overdue purchase invoices. Requires rights to the purchase ledger.

If you have payment rights for transfers, you see the number of unpaid transfers. The user must also have editing rights to the payment section in the basic purchase ledger rights.

Obligations

The view shows how many days the VAT declaration and employer performance are overdue. To see these, there must be read or edit rights in the information view to the section unsent control notifications. For the VAT declaration, at least read rights to the basic functions of accounting and accountant rights are required. The view also shows if the VAT transfer is unpaid. Note that if there are own events recorded for that month, own events may cause the VAT for that month to become payable, even though there is actually no payable VAT, but the widget may consider the payment. This can be corrected by marking the period as complete in the Self-Initiated Taxes view.

Locks

Shows when the company's VAT is locked (this locks when the VAT calculation for that month is done) and when the fiscal year is locked (comes when the fiscal year is closed).

Also shows payroll and time entry locks, these can be set in the payroll settings. The "Locks" widget requires the accountant or payroll role to be visible. VAT, fiscal year, and purchase ledger locks are shown with the accountant role. Payroll and time entry locks are shown with the payroll role.

Quick Links

Shows if the user has made quick links or a person with user manager rights has made a quick link for that user.

Bank Accounts

Shows the company's bank accounts and their balances. Requires rights to see the company's bank accounts in access rights.

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

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

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Using the Widget View