This guide provides instructions for using the Oma Netvisor view, which is designed for accountants, payroll clerks, and accounts payable clerks to enhance the efficiency of internal work within an accounting firm. Oma Netvisor makes open tasks and the level of automation visible.
CONTENTS
Oma Netvisor is the homepage for accountants, payroll clerks, accounts payable clerks, or group accountants for the events of their responsible clients. The feature enhances the work of the accounting firm and improves quality by making both open tasks and the level of automation in Netvisor visible. Currently, Oma Netvisor only works in the production environment.
Introduction
Oma Netvisor will consist of six different areas in the future:
- Financial management
- Purchases
- Payroll
- Nightmare accounts
- Tax obligations
- My clients
You can access the Oma Netvisor view from the top bar next to the company menu:
Oma Netvisor can also be found in the menu that opens under your own name. The menu under your own name also includes My clients, where you can select the clients visible in Oma Netvisor. You can add a company to the My Clients view if the user has an accountant role or a payroll clerk role in that company, which allows adding payroll clients.
When you go to the view for the first time, you are guided to select My clients so that the necessary key figures can be displayed for those clients who are under the user's responsibility.
We recommend that the first time you go directly to the My clients selection and choose the clients, after which you move to the Financial management view in the manner mentioned above.
Permissions
Oma Netvisor is available to all clients, both accounting firm clients and direct clients. Oma Netvisor can be used with accountant rights, accounts payable rights, and payroll clerk rights.
To use the Financial management section of Oma Netvisor, the user must have a KP role for the client, all rights to the Accounting section, and editing rights in the function-specific rights in the Oma Netvisor section. If the user does not have rights to the information view for the company in question in Netvisor, a lock icon is displayed in the Oma Netvisor view for that row. If the user does not have the rights to add information view rights to the client company themselves (they do not have user administrator rights), they must ask the main user of the accounting firm to add the necessary rights.
With accounts payable rights, you can select a client for Oma Netvisor, which will show functions related to purchases for the client. The accounts payable user needs editing rights for the basic functions of accounts payable and editing rights for the Oma Netvisor section.
Payroll clerks can use Oma Netvisor with payroll clerk rights and editing rights for the Oma Netvisor section.
Customizing views
The Financial management, Purchases, and Payroll views can be customized per user, and the information in the views can be moved to the desired order. This is done from the row title in the view. Click this with the mouse and hold the mouse button down. Then you can move the title to the desired position in the view and change the position of the rows using this method. The information is saved in the browser, so when using the same computer with the same browser, the order of the view remains in memory.
Frequently asked questions
Who can use Oma Netvisor?
Accountants, accounts payable clerks, and payroll clerks with appropriate rights.
How do I add companies to Oma Netvisor?
Select clients from the "My clients" view, which requires a role in the company.
Can I customize the order of the Oma Netvisor view?
Yes, drag and drop row titles to arrange the view as you wish.
Keywords: Oma Netvisor, accountant, payroll clerk, accounts payable, permissions, customizing views
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