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.
In the My Clients view, you can select the clients under your responsibility. These clients are displayed in other My Netvisor views. The view lists all clients to which the user has access rights. Client selection is made 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. The search function allows you to search for a client by name or part of the name. The search function filters the client list as you type. The names of the people who have taken the client under monitoring are shown as responsible persons. There is no limit to the number of clients in the view, so all available clients can be displayed.
You can access the Salaries view with payroll rights by selecting your name under My Clients - Salaries and clicking the desired clients from the client list. After this, your salary clients will be listed in the Salaries view.
Classification. This 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 account statement is checked daily or if it is a client where, for instance, reports are made quarterly or bookkeeping is done once a year.
Keywords: My Clients, Netvisor, client management, responsible persons, payroll accountant
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