Follow these instructions when two or more companies using Netvisor merge with each other.  

CONTENT

When two or more companies using Netvisor merge with each other, proceed as follows:

  1. Leave the old database open for a while so that you can extract the necessary data before closing it.
  2. Transfer the necessary material to the remaining company.

Note that invoices generally cannot be transferred to the new software. Follow the invoices through to the end in the old database and transfer them as balances to the remaining company. At the time of the merger, make the merger entries in the bookkeeping.

Customer list, products, vendors

You can open the import by selecting Financials > Data import.

Handle customers, products, and vendors as follows:

  • Copy customers, products, and vendors to Excel.
  • Save the data in .csv format.
  • Import the .csv files into Netvisor via data import as needed.
  • Make use of the fact that for vendors, the software automatically creates a missing vendor if the invoice arrives as an e-invoice or via the scanning service.

Sending and receiving e-invoices

You can open the Maventa e-invoicing settings by selecting Store > Electronic service channels > Maventa e-invoicing.

Close the receipt of purchase invoices via the Maventa e-invoice connection for the old company as follows:

  1. Select Store > Electronic service channels > Maventa e-invoicing.
  2. Select Edit if you only want to close the receipt of purchase invoices.
  3. In the view, select the option Only sending if in future you only want to send sales invoices but no longer receive purchase invoices.
  4. Select Disable if you want to close the entire Maventa e-invoice connection in Netvisor (sending sales invoices and receiving purchase invoices).
  5. Schedule the closing in advance for the desired date so that no new invoices are directed to the old company.

In the view that opens from the Edit button, select that in future you only want to send sales invoices but no longer receive purchase invoices.

NOTE! These actions will disconnect the Maventa e-invoice connection only for Netvisor during the next night, but the company's Maventa account will still remain valid on the Maventa e-invoice operator's side. If you want to completely close the account also on the Maventa e-invoice operator's side, please contact Netvisor customer service to close the account. If the account remains valid on the Maventa e-invoice operator's side, purchase invoices may still be directed there from billers.

Payments traffic agreements

Handle payments traffic agreements and bank accounts as follows:

  • Make new payments traffic agreements for those bank accounts that you transfer from the old database to the new one, because the Business id of the bank account changes.
  • Transfer the bank account to the new company only after you have first closed the bank account from the old company.
  • Make sure that the same bank account is not active in two companies at the same time.

Things to handle for the company being closed

  1. Terminate the payments traffic agreement before closing the Netvisor environment by contacting your bank. Otherwise, the bank will continue to charge the company for traffic (e.g. balance updates) even after the environment has been closed. Note that while the payments traffic agreement is in force, you still authorize your bank to deliver your account transactions to Netvisor, so terminate the payments traffic agreement at the bank before closing.
  2. Make sure that a material copy has been taken from Netvisor or ordered from Netvisor customer service (an additional work cost of 160€/h + vat 25.5% is charged). Proceed as follows:
    • Take the material copy yourself from Netvisor or order it from Netvisor customer service before closing the Netvisor environment.
    • If you want the material copy after closing the Netvisor environment, send a written request for the material copy to Netvisor customer service within 30 days of the end of the contract (environment closing date).
    • Note that after 30 days the customer's material may have been permanently deleted from Netvisor.
    • Remember that taking the material copy is the customer's responsibility.
  3. Update in Netvisor the invoicing address to which you will receive the last invoices for the Netvisor service. Make sure that the address is such that you will receive the invoices even after the Netvisor service has been closed. Update the addresses in the Invoicing addresses section of the service.
  4. If a Maventa connection has been used, make sure that the invoicing addresses contain the correct information in the ‘Scanning service return address’ field. Scanning service and Maventa material are routed to this address for 60 days after closing. The Maventa account is closed by default, but it can be left active at your request if you use it with another system. Inform Netvisor if you continue to use Maventa after closing.
  5. Close the electronic service channels according to this guide.
  6. Remove extra users as soon as possible. Remove users using this guide.
  7. Disable software interface services according to this guide.

Frequently asked questions

What should be done to the Netvisor environment when two or more companies using Netvisor merge?

Leave the old database open for a while, extract the necessary data, transfer the necessary material to the remaining company, follow the invoices through to the end in the old database, transfer them as balances to the new company, and make the merger entries in the bookkeeping at the time of the merger.

How do you transfer customers, products, and vendors in a merger?

Copy customers, products, and vendors to Excel, save the data in .csv format, and import them into Netvisor via data import. Make use of the automatic creation of vendors when an invoice arrives as an e-invoice or via the scanning service.

How do you close Maventa e-invoicing in the old company?

Open Store > Electronic service channels > Maventa e-invoicing, select Edit and set Only sending if you want to close the receipt of purchase invoices. Select Disable if you want to close both the sending of sales invoices and the receipt of purchase invoices in Netvisor.

What should be taken into account when closing the Maventa account?

Closing done in Netvisor disconnects the e-invoice connection only for Netvisor. If you want to close the Maventa account completely also on the Maventa e-invoice operator's side, contact Netvisor customer service. Otherwise, purchase invoices may still be directed to the Maventa account.

How do you handle payments traffic agreements in a merger?

Make new payments traffic agreements for those bank accounts that you transfer to the new company, because the Business id changes. First close the bank account from the old company and only then transfer it to the new company so that the same bank account is not active in two companies.

What must be done before closing the Netvisor environment of the company being closed?

Terminate the payments traffic agreement at the bank, make sure the material copy is taken or ordered, update the invoicing address, check the Maventa and scanning service return address, close the electronic service channels, remove extra users, and disable software interface services according to the guides.

When should the material copy be taken and who is responsible for it?

Take the material copy before closing the Netvisor environment or order it from Netvisor customer service. You can still request the material copy within 30 days of the end of the contract, but after this the material may have been permanently deleted. Taking the material copy is always the customer's responsibility.


Keywords: merger, consolidation

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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