Use the tips in this instruction article to use Netvisor more responsibly.

CONTENT

Security

You can manage access rights by selecting Company settings > Users and access rights.

  • Make sure that each user has access rights that are appropriate in scope for their role.
  • Keep access rights up to date.
  • Remove unnecessary access rights when an employee changes companies.
  • Remove unnecessary access rights when a client company changes accounting offices.

Instructions: Users and access rights - adding and managing access rights

E-invoicing

You can manage e-invoicing by selecting Sales > Sales invoices or Purchases > Purchase invoices.

  • Always choose e-invoice as the primary option for both sending and receiving invoices.
  • Utilize e-invoicing, as it is faster, more reliable and more environmentally friendly than paper invoices.

Instructions: Sending e-invoices to business customers and Receiving purchase invoices as e-invoices

Sales invoices

You can check the sending channels of sales invoices by selecting Sales > Sales invoices.

  1. Check through which channels sales invoices are sent.
  2. Retrieve e-invoice addresses from the customer listing for customers who are missing this information.

Companies

You can also send e-invoices to European companies.

  1. Check whether your customers have joined the PEPPOL network.
  2. Add the PEPPOL network e-invoice addresses to customer information.

Instructions: Sending e-invoices abroad

Consumer e-invoicing

You can activate consumer e-invoicing by selecting Sales > Sales invoices > Settings.

  1. Check whether recurring charges to consumer customers are billed with paper or email invoices.
  2. Activate consumer e-invoicing.
  3. Also send invoices to consumer customers as e-invoices.

Instructions: Consumer e-invoicing - sending electronic invoices to consumer customers

Email invoices

You can define email invoicing by selecting Sales > Customers.

  1. Identify customers who cannot receive e-invoices.
  2. Add an email invoicing address to the customer information for these customers.

Instructions: Sending sales invoices by email

Purchase invoices

You can check the receiving channels of purchase invoices by selecting Purchases > Purchase invoice list.

  1. Make the “Channel” column visible in the Purchase invoice list.
  2. Check through which channels purchase invoices are received.
  3. Also utilize the information shown in the Purchases section (Smoother everyday life) of the Own Netvisor view.

PEPPOL network

You can utilize the PEPPOL network for receiving purchase invoices.

  1. Register for the free PEPPOL network.
  2. Receive electronic invoices from abroad from all companies capable of sending via the PEPPOL network.
  3. Also instruct the customer to register for the free PEPPOL network.
  4. Inform EU vendors of the e-invoice address.

Community tip: E-invoicing abroad using the PEPPOL network 

Scanning service

You can use the scanning service if the vendor is not able to send an e-invoice.

  1. Instruct the vendor to use the scanning service’s email or postal address.
  2. Make sure that invoices are directed straight to Netvisor’s accounts payable.

Instructions: Receiving purchase invoices through the scanning service

Purchase invoice automations

You can view the status of purchase invoice automation by selecting Own Netvisor > Purchases (Smoother everyday life).

  1. Check the automation level status in Own Netvisor in the Purchases Smoother everyday life section.
  2. Add vendor-specific default information to purchase invoices.
  3. Add automation rules to replace manual work steps on purchase invoices.

Instructions: Purchase invoice automation

Netvisor service invoicing

You can define the receiving channel for Netvisor service invoicing by selecting Purchases > Vendors.

  1. Set e-invoice as the invoice receiving channel for the Netvisor product’s service invoicing.

Instructions: Netvisor service invoicing address

Electronic signature

You can utilize electronic signatures by selecting Attachments and archives > Electronic signature.

  • Deliver documents electronically using Visma Sign.
  • Sign documents electronically using Visma Sign.
  • Reduce paper consumption and emissions.
  • Ensure that documents remain accessible and stored.

Instructions: Electronic signature

Electronic receipt processing

You can process receipts electronically by selecting Purchases > Travel and accounts of expenses.

  • Scan receipts electronically into financial management so that you can completely abandon paper receipts and vouchers.
  • Utilize electronic financial management and archiving.
  1. Activate the Visma Scanner service.
  2. Activate the Netvisor mobile application.
  3. Scan electronic images of receipts into Netvisor.
  4. Scan paper-form purchase invoices into Netvisor.

Instructions: Visma Scanner mobile application and Netvisor mobile application generally

Bank connection integration

You can manage bank connections by selecting Financial management > Bank account management.

  • Integrate the bank connection into the program so that payment and bank statement transactions run faster and more easily.
  • Improve security and transparency.
  • Utilize real-time reporting to support responsible business decisions.

Instructions: Bank account management

E-salary activation

You can activate e-salary by selecting Payroll > Payroll > E-salary.

  • Deliver payslips electronically.
  • Reduce the environmental impact of delivering payslips.

Instructions: Maventa E-salary

Shortcuts

You can utilize shortcuts by selecting Bookkeeping > Reporting or Payroll > Reports.

  • Utilize shortcuts so that you do not need to deliver reports as large PDF files.
  • Avoid printing reports on paper.

Instructions: Bookkeeping: Shortcut and Payroll reports: saving the report shortcut

Financial statements

You can utilize the financial period archive by selecting Bookkeeping > Financial period archive.

  • Store documents in the financial period archive so that they remain accessible and stored.
  • Save, for example, company-specific attachments in the financial period archive.
  • Save financial period-specific attachments in the financial period archive.
  • Avoid saving large PDF files on your own computer.
  • Avoid printing documents on paper.

Instructions: Financial period archive

Frequently asked questions

How do I ensure that Netvisor access rights are managed responsibly?

Make sure that each user has access rights appropriate for their role, and remove unnecessary rights whenever an employee or client company changes. Use the Company settings > Users and access rights view for this.

How do I move from paper invoices to e-invoicing in Netvisor?

Check the channels for sales and purchase invoices, add e-invoice addresses for customers and vendors, activate consumer e-invoicing and use email invoicing only for those who cannot receive e-invoices.

How do I utilize the PEPPOL network for foreign invoicing?

Register for the free PEPPOL network, add customers’ PEPPOL e-invoice addresses to customer information and inform EU vendors of your own e-invoice address so that you can send and receive electronic invoices from abroad.

What should I do if a vendor cannot send an e-invoice?

Instruct the vendor to use the scanning service’s email or postal address so that invoices are directed straight to Netvisor’s accounts payable.

How can I reduce manual work in purchase invoice processing?

Use the Purchases Smoother everyday life section in Own Netvisor, add vendor-specific default information and define purchase invoice automation rules to replace manual work steps.

How do I sign documents responsibly in Netvisor?

Deliver and sign documents electronically using Visma Sign to reduce paper consumption and ensure that documents are preserved.

How do I handle receipt processing fully electronically?

Activate the Visma Scanner service and the Netvisor mobile application, scan receipts and paper-form purchase invoices into Netvisor and abandon paper receipts and vouchers.

How does bank connection integration support responsible financial management?

Integrate the bank connection in the Bank account management view so that payment and bank statement transactions run automatically, security improves and you get real-time reporting to support business decisions.

How do I deliver payslips in an environmentally friendly way?

Activate Maventa E-salary and deliver payslips electronically instead of using paper payslips.

How can I share reports without large PDF files?

Utilize shortcuts for bookkeeping and payroll reports so that reports do not need to be saved or sent as large PDF files or printed on paper.

How do I store financial statements documents responsibly?

Save company-specific and financial period-specific attachments in the Financial period archive so that documents remain accessible without saving or printing large PDF files.

Keywords

Netvisor, responsible use, security, access rights, e-invoicing, sales invoices, purchase invoices, PEPPOL network, scanning service, purchase invoice automation, Netvisor service invoicing, electronic signature, Visma Sign, electronic receipt processing, Visma Scanner, Netvisor mobile application, bank connection integration, bank account management, e-salary activation, Maventa E-salary, shortcuts, bookkeeping reporting, payroll reports, financial statements, financial period archive

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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