Summary: This guide instructs how to select the clients under your responsibility in the Netvisor My Clients view. The selected clients are visible in other My Netvisor views, enabling smooth management of them.

Using the My Clients view

  1. Select the My Clients view, where you can choose the clients under your responsibility. These clients are displayed in other My Netvisor views.
  2. List all clients to which you have access rights.
  3. Select a client by clicking the toggle switch to the Yes position. The responsibility section shows a maximum of five people, but there can be more responsible persons.
  4. Use the search function to find a client by name or part of the name. The search function filters the client list as you type.
  5. The names of the people who have taken the client under monitoring are shown as responsible persons.
  6. There is no limit to the number of clients in the view, so all available clients can be displayed.

Using the Salaries view

  1. Select your name under My Clients > Salaries.
  2. Click the desired clients from the client list.
  3. After this, your salary clients will be listed in the Salaries view.

Classification

Classification currently affects only the financial management view. With this, you can limit clients based on how often actions are performed for them. For example, whether the bank statement is checked daily or if it is a client where, for instance, reports are made quarterly or bookkeeping is done once a year.

Frequently asked questions

  • How do I select the clients under my responsibility in Netvisor? - Select the My Clients view and click the toggle switch to the Yes position.
  • How do I get salary clients visible in the Salaries view? - Select My Clients > Salaries and click the desired clients from the client list.
  • How can I limit clients in the financial management view? - Use classification, which currently affects only the financial management view.

Keywords

My Clients, Netvisor, client management, responsible persons, payroll accountant

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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