We have compiled tips in this instruction article on how you can use Netvisor more responsibly.
CONTENT
- Security
- E-invoicing
- Electronic signature
- Electronic receipt processing
- Bank connection integration
- E-salary activation
- Shortcuts
- Financial statements
Security
Please ensure that everyone has appropriately sized access rights according to their role. Always make sure that access rights are up to date, for example by removing unnecessary access rights when an employee changes companies or a client company changes accounting offices. Instructions: Users and access rights - adding and managing access rights
E-invoicing
We encourage you to always choose e-invoice for both sending and receiving. E-invoicing is faster, more reliable, and more environmentally friendly compared to sending or receiving paper invoices. Instructions: Sending e-invoices to business customers and Receiving purchase invoices as e-invoices
Sales invoices
Check through which channels sales invoices are sent. Retrieve e-invoice addresses from the customer listing for customers who are missing this information.
Companies
Sending e-invoices is also possible to European companies. Check if your customers have joined the PEPPOL network and add e-invoice addresses to customer information. Instructions: Sending e-invoices abroad
Consumer e-invoicing
Are recurring charges billed to consumer customers with paper or email invoices? Activate consumer e-invoicing and also send e-invoices to consumers. Instructions: Consumer e-invoicing - sending electronic invoices to consumer customers
Email invoices
Add an email invoicing address for customers who cannot receive e-invoices. Instructions: Sending sales invoices by email
Purchase invoices
Check through which channels purchase invoices are received. Make the column “Channel” visible in the Purchase invoice list and the Purchases section in the Own Netvisor view (Smoother everyday life).
PEPPOL network
By registering for the free PEPPOL network, you can easily receive electronic invoices from abroad from all companies capable of sending through the PEPPOL network. Also instruct the customer to register for the free PEPPOL network and inform EU vendors of the e-invoice address. Community tip: E-invoicing abroad using the PEPPOL network
Scanning service
If the vendor cannot send an e-invoice, instruct them to use the scanning service's email or postal address so that invoices are directed straight to Netvisor's accounts payable. Instructions: Receiving purchase invoices through the scanning service
Purchase invoice automations
Check the automation level situation from Own Netvisor in the Purchases Smoother everyday life section. Add vendor-specific default information and automation rules to replace manual work steps on purchase invoices. Instructions: Purchase invoice automation
Netvisor service invoicing
Also set the product for service invoicing as the invoice receiving channel for e-invoices. Instructions: Netvisor service invoicing address
Electronic signature
We recommend delivering and signing documents electronically using Visma Sign. This way, you reduce paper consumption and emissions and ensure that documents remain accessible and stored. Instructions: Electronic signature
Electronic receipt processing
Scanning receipts electronically into financial management allows for the complete abandonment of paper receipts and vouchers, making financial management and archiving fully electronic. Activate the Visma Scanner service and Netvisor mobile application, which enable the scanning of electronic images of receipts and paper-form purchase invoices into Netvisor. Instructions: Visma Scanner mobile application and Netvisor mobile application generally
Bank connection integration
Integrating the bank connection into the program speeds up and simplifies your daily life by making payment and bank statement transactions smooth. At the same time, you get better security and transparency, which supports you in making responsible business decisions with real-time reporting. Instructions: Bank account management
E-salary activation
Delivering pay slips electronically reduces environmental impact. Instructions: Maventa E-salary
Shortcuts
By utilizing shortcuts, you do not need to deliver reports separately as large PDF files or printed. Instructions: Bookkeeping: Shortcut
Financial statements
Documents remain accessible and stored in the financial period archive, such as company-specific and financial period-specific attachments. By utilizing the financial period archive, you do not need to save large PDF files on your computer or print them on paper. Instructions: Financial period archive
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