Open the view by selecting Company menu > Service management. In Service management, you can see all companies for which you have access rights.

Proceed as follows to establish new client companies in the Netvisor program:

  • Make sure you have user administrator (KH) rights in the accounting office.
  • Make sure you are using the accounting office’s own environment.
  • Open Company menu > Service management.
  • Check in Service management that you can see the companies for which you have access rights.

Make sure the "Open a new client company" link is visible as follows:

  • Ensure that you have the KH role in your accounting office environment.
  • When the KH role is in use, the "Open a new client company" link is visible to the accounting office user in Service management.

Establish a new direct client relationship as follows:

  1. Open Online purchasing.
  2. Establish the new direct client relationship through Online purchasing.
  3. When the establishment is completed, you will receive the following notification:

Frequently asked questions

Question: What rights do I need to establish new client companies in the Netvisor program?

Answer: You must have user administrator (KH) rights in the accounting office’s own environment.

Question: Where can I find the companies for which I have access rights?

Answer: Open Company menu > Service management. In Service management, you can see the companies for which you have access rights.

Question: When is the "Open a new client company" link visible?

Answer: The link is visible to an accounting office user who has the KH role in their accounting office environment.

Question: How do I establish a new direct client relationship?

Answer: Establish a new direct client relationship through Online purchasing. When the establishment is completed, you will receive a notification.

Question: Where do I start Online purchasing to establish a new direct client relationship?

Answer: Establish the new direct client relationship through Netvisor’s Online purchasing.

Keywords: service management, open a new client company, online purchasing

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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