This guide covers the addition and management of user rights in Netvisor, specifically for accountants and tax auditors. You will learn how to define auditors' user rights, manage the account invitation process, and terminate user rights to stop billing.
CONTENTS
Who has the right to add user rights
An auditor can be added and removed with KH (user administrator) or TPK (accounting firm's main user) rights. If the company uses Netvisor Palkat, adding an auditor requires either KH+main user or TPK user rights. Additionally, rights can be added through support in exceptional cases, a written request is required.
Auditor's rights
To allow the auditor to perform the necessary actions in Netvisor, they are given user rights as follows:
Company menu > Users and user rights > Users and roles
- Rights to accounting (Sales, products, purchases, and financial management) view rights + Auditor role
- Rights to payroll (Salaries, working hours, and travel) view rights + Payroll role (P)
Sales and purchase ledger rights (if the company uses Netvisor's own inventory):
Company menu > Users and user rights > Sales and purchase ledger rights
- Sales ledger: Purchase price -> Visible
Fiscal year archive rights:
Company menu > Users and user rights > Fiscal year archive rights
- Right to fiscal year archive view
- Right to manage financial statement status (confirming the financial statement)
Auditor's base company
The auditor's base company should be Netvisor Auditors, so that the auditor can later be added to other companies as an auditor without issues. If after adding the auditor, the base company is something other than Netvisor Auditors, please contact Netvisor customer support for base company correction.
Removing auditor's rights and billing principles
Auditors are charged an authorization fee as long as they have rights to the company. To stop billing, the user must be completely removed from the company: mere "no rights" rights do not stop billing.
It is also possible to set a validity period for the auditor's credentials on a company-specific basis, in which case the auditor's billing will stop when the validity period expires. However, the auditor's base company must be in Netvisor Auditors for this to work. Billing stops at the end of the validity period month. For example, if the validity period ends on March 20, billing will still occur for March, but not for April.
Tax auditor's rights
Tax auditor's rights are added by Netvisor customer support. The process is as follows:
- The tax auditor contacts the company to be audited and provides the Order for Tax Supervision Measures form to the company.
- The authorized signatory of the company contacts Netvisor customer support and provides the Order for Tax Supervision Measures form to customer service and specifies to whom the rights should be added according to the audit order.
- Once we have received the information, the tax auditors can be added by Netvisor customer support to the company's environment with the necessary user rights. If it is not possible to identify the tax auditor, the tax auditor must contact support. (These situations are communicated to the customer separately.)
- Finally, we confirm from Netvisor customer support to the tax auditors that they have now been added to the company's Netvisor with the necessary rights.
If the tax auditor does not want to provide their personal identification number to Netvisor Helpdesk for user account creation, reports can be shown and printed from the system, for example, by the company's accountant.
The following rights are set for the tax auditor
Company menu > Users and user rights > Users and roles
- Sales, products, purchases, and financial management: view rights
- Salaries, working hours, and travel: view rights + Payroll role (if the company uses Netvisor Palkat)
Company menu > Users and user rights > Fiscal year archive rights
- Right to fiscal year archive view
Tax auditor's base company
The tax auditor's base company should be Netvisor Tax Auditors, so that the tax auditor can later be added to other companies as a tax auditor without issues. This also ensures that the tax auditor's personal identification number is not visible to other company users. If the tax auditor's base company is something other than Netvisor Tax Auditors, please contact Netvisor customer support immediately for base company correction.
Frequently asked questions
Who can add auditor user rights?
Persons with KH or TPK rights and customer support based on a written request.
How is the auditor's billing stopped?
By completely removing the user from the company or setting the expiration of the validity period.
How are tax auditor rights added?
Through customer support using the Order for Tax Supervision Measures form.
Keywords: Netvisor, user rights, auditor, tax auditor, customer support, base company, payroll role
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