This guide instructs you on how to edit your basic settings in Netvisor, including changing your phone number, email address, and the interface language. Additionally, the guide covers managing communication settings and scheduling messages.
CONTENTS
When you click your name at the top right in Netvisor, you can change your Basic User Settings, such as your phone number and email address. From the same view, you can also change the interface language. The options are Finnish, English, and Swedish. This choice will remain active until you change the language again.
Basic User Settings
Under Basic User Settings, you can also define company-specific exceptions. This allows you to set a different email address visible for different companies. These contact details do not affect system communication information, which remains the same regardless of the company.
On the Communication tab, you can choose which email address will receive messages about unreviewed/unapproved purchase invoices and where to receive possible disruption notifications. The default channel for communication must be email.
Confirming the communication email address. To ensure communication about purchase invoices and Netbox messages works, an email address must be added to the communication tab. This can only be added and confirmed by the user themselves. Add an email to the Communication tab and click the confirm address link. A code will be sent to the entered email, which must be entered into Netvisor. Note! It may take several minutes for the code to arrive. The email address confirmation only needs to be done once, and after that, the address is confirmed. A confirmed email can be changed via the change link. If the change and confirmation links are not visible, we recommend clearing the browser cache.
Communication Scheduling
On the Communication Scheduling tab, you can define when the system sends messages, e.g., about invoices to be reviewed. Settings can also be defined on a company-specific basis.
Communicated Matters
From the Communicated Matters section, you can choose which events you receive messages about. To receive messages about the review/approval of purchase invoices and possibly overdue purchase invoices, you must have rights to these in sales and purchase ledger rights.
Send a message about invoices to be sent during the week of automatic reminders - this option sends a summary once a week on Monday via email about soon-to-be-sent reminders, notices, and collection assignments/letters. Requires the Automatic Reminders and Collection service to be enabled.
Failed e-invoice deliveries during the day - the user can subscribe to an email notification about e-invoice deliveries that have encountered errors.
Frequently Asked Questions
How do I edit my basic settings in Netvisor?
Click your name at the top right and go to "Basic User Settings".
Can I set a different email address for different companies?
Yes, you can define company-specific exceptions in the basic settings.
How do I receive email notifications to my account?
Ensure that an email address is added and confirmed on the communication tab.
Keywords: Netvisor, basic user settings, communication settings, email confirmation, interface language
This article has been translated using an AI-based translation tool.
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