This guide covers the setup and permissions for Controller, as well as the transition from old systems (Controller and Financial Overview) to the new Controller.
CONTENTS
- Setup and permissions
- Transition from old Controller and Financial Overview to new Controller (NOTE! > includes schedule)
Setup and permissions
Controller can be found in the top bar of Netvisor.
Controller is automatically available to all customers with Professional and Premium packages, and sections do not need to be activated separately. Each user of Controller must have the "Access to Controller page" option in their function-specific rights. This is ready in the All rights profile.
A user with the main user role of the accounting office (TPK) automatically receives main user rights for Controller. Without the TPK role, one must have one of the following Netvisor rights for the company where the service is to be activated to access Controller: Accountant (KP), User Administrator (KH), Main User of the Accounting Office (TPK), Company Main User, Company User Profile, or All Rights Profile.
After setup, other Netvisor users must be added as users through the Add New button by the main user. Own permissions cannot be modified. If a user transitioning to Controller does not have rights to the Controller section, the user is notified of the lack of permissions and shown the name of the main user to contact. User addition becomes selectable in Controller once the information has been updated at least once after the user addition. If a newly established Netvisor user is to be added, Controller's information must be updated manually, and then this new user can be selected for Controller.
If a user added as a Controller user is removed from Netvisor, the Controller user status must be separately removed in the Controller > User Management view.
Figures are updated to Controller by default once a day (early morning). The "Update Controller data" function updates graphics and figures with the latest available data from the system. Controller automatically saves all changes (budget, forecast, etc.).
Transition from old Controller and Financial Overview to new Controller (NOTE! > includes schedule)
Controller is automatically available to all customers with Professional and Premium packages, and sections do not need to be activated separately.
1. Old Controller > New Controller
Basic and Core package customers: The new Controller is automatically included in Professional and Premium packages starting from 1.4.2022. If a company has a Basic or Core package, the new Controller can be activated by upgrading the company to a Professional or Premium package in Netvisor Store. Once you have transitioned to the new Controller, the old Controller must be terminated in Netvisor Store.
Professional and Premium package customers: The new Controller is automatically included in Professional and Premium packages starting from 1.4.2022. Therefore, the new Controller does not need to be activated separately from Netvisor Store. Once you have transitioned to the new Controller, the old Controller must be terminated in Netvisor Store.
Budget data can be imported from the old Controller using the function available on the new Controller side:
After this, the customer can close the old Controller if they do not otherwise need it. We will inform about this separately.
Customer-specific reports and key figures from the old Controller cannot be converted to the new Controller, but they must be created as needed in the new Controller using its Own Reports functions. NOTE! Once the old Controller is terminated from Store, budget comparisons will no longer appear on accounting reports, but they can be reported from Controller.
The old Controller can be used alongside the new Controller until 31.12.2025.
2. Financial Overview > New Controller
Budget data from Financial Overview is transferred as Excel files by dimension, for example, cost centers in one file and projects in another file. The aforementioned files are read into the new Controller one file/dimension at a time, for example, cost centers and then projects.
In the Financial Overview budget, first select the desired accounting header, and then the budget can be downloaded to Excel through the function shown in the image.
Excel download is done for each accounting header, and each Excel file is imported separately into Controller. In Controller, first create a budget template using the Create New function, and then import the Excel through the three dots at the top of the budget template using the Import from Financial Overview function. The Import from Financial Overview function will be removed after the transition period ends.
There is no functionality to import forecast data from Excel, but in Controller, you can copy multiple cells at once from Excel. Thus, the forecast taken from Financial Overview to Excel can be copied to a blank forecast template in Controller.
Financial Overview can be used alongside the new Controller until 30.06.2022, meaning that by the aforementioned date, budget/forecast data must be transitioned to the new Controller.
3. Billing
Billing for Professional and Premium packages will continue normally starting from 1.4.2022. No separate invoice will be sent for the new Controller, as it is included in the aforementioned packages.
Billing for the old Controller will end at the end of the month when the customer has terminated the old Controller in Netvisor Store.
Keywords: Controller, setup, permissions, Netvisor, old Controller, new Controller, Financial Overview, transition period, billing
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