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Visma Net

Sökrutan & Favoriter

Visma Nets sökruta är en funktion man inte hittar i många andra ERP-system. Här kan man söka efter rutiner, transaktioner, artiklar m.m.

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I det här exemplet har vi börjat att skriva \"leverantörs\" och får då upp alla rutiner som har med det ordet att göra.

Vi väljer att klicka oss vidare in på Leverantörsfakturor.

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Vi kommer då in på alla Leverantörsfakturor.

Här kan vi klicka oss vidare in på en specifik leverantörsfaktura. Men det går också att söka på den specifika leverantörsfakturan direkt i sökrutan.

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Här har vi valt att specifikt söka upp kreditfaktura 200051. För att visa en specifik faktura behöver vi byta till \"Transaktioner och register\" och klickar oss sedan vidare in på fakturan.

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Visma Net

Sökrutan & Favoriter

Favoriter är en annan smidig funktion i Visma Net som vi gärna belyser lite extra.

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Alla rutiner går att ange som favoriter genom att markera den lilla stjärnan till vänster om namnet på rutinen.

Vi väljer att stjärnmarkera Försäljningsordrar som ligger under arbetsytan Order.

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Stjärnan blir då ifylld med blått och vi passar på att stjärnmarkera även Utleveranser.

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Självklart går det bra att stjärnmarkera rutiner i alla arbetsytor.

Här väljer vi att stjärnmarkera Kundfakturor som ligger under arbetsytan Kundreskontra.

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Klickar vi oss in på Favoriter ser vi att vi nu fått två arbetsytor. Kundreskontra och Order och undertill dess tillhörande stjärnmarkerade rutiner.

För att ta bort en favorit klickar man på stjärnan igen. Det kan man antingen göra inne i rutinens arbetsyta eller direkt inne i Favoriter.

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Rutinen blir då överstruken och vid nästa uppdatering av webbläsarfönstret kommer rutinen att försvinna från Favoriter.

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Vill du få en full demo?

"},"termsAndConditions":{"value":"

Genom att skicka in godkänner du våra villkor

Visma Net

Dashboards & Rapporter (Drill Down)

Visma Net kommer med färdiga dashboards för olika avdelningar och arbetsroller inom företaget.

Det går även att skapa helt egna dashboards eller redigera befintliga som vi tänker visa i nästa steg.

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Här har vi klickat oss in på en standard dashboard för alla användare.

Vi ser olika widgets i form av rutor, staplar och diagram.

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För att redigera en befintlig widget, lägga till en ny, radera eller ändra plats, klickar vi in oss i designläget.

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Som ni ser tar man enkelt bort en widget genom att klicka på papperskorgen.

Vill man istället redigera en befintlig widget klickar man på pennan.

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I popuprutan som öppnas får vi möjlighet att ändra vilket fönster vi vill bygga widgeten från, parametrar, filterinställningar, färger m.m.

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När vi är nöjda med inställningarna eller om vi helt enkelt bara vill titta vad en widgets siffror baseras på, klickar vi på slutför.

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Visma Net

Dashboards & Rapporter (Drill Down)

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Som ni kan se finns det en uppsjö av olika rapporter i Visma Net.

Allt från balans- och resultatrapporter till historiska och användarspecifika rapporter.

De flesta med Drill Down funktionalitet för att lättare kunna grotta ner sig i information.

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För att illustrera hur en rapport kan fungera, filtreras och visas tänkte vi utgå från Resultatrapport per konto.

I urvalet får vi möjlighet att visa just den här rapporten på bl.a. olika datum- och dimensionskriterier.

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När vi är nöjda med vårt urval, klickar vi på Kör rapport.

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Rapporten dyker upp och här har vi möjlighet att söka oss djupare ner, i det här fallet, bland olika konton. Det gör vi genom att klicka på någon av de blåmarkerade beloppen.

Från den här vyn kan man även välja att skriva ut rapporten eller exportera den till Excel för vidare behandling

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Ett nytt fönster visas med detaljer kring kontot under tidsintervallet vi valde i urvalet och vill vi fördjupa oss ännu mer, klickar vi på kontot och får således fram dess transaktioner.

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Vill du få en full demo?

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Genom att skicka in godkänner du våra villkor

Visma Net

Schemaläggning & Automatisering

I Visma Net kan du schemalägga en rad olika funktioner. Allt från att skicka fakturor till att skriva av anläggningar.

Finns schema symbolen i ett fönster, går det att schemalägga.

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I vårt exempel tänkte vi visa hur ett schema kan se ut vid veckofakturering.

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Man skapar ett schema genom att antingen stå i fönstret man vill schemalägga och klicka på schema symbolen eller gå in i fönstret Automatiserande schemaläggningar och välja Fönster-ID därifrån.

Sedan väljer man hur ofta man vill att schemat ska köras och mellan vilka tidpunkter.

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Vill man så kan man begränsa schemat med olika villkor.

I exemplet ovan vill vi bara hantera ordrar med ordertypen SO.

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Under Filtervärden ställer vi in vad schemat ska göra. I vårt fall ska schemat förbereda fakturor från ordrar, inte fakturera dem.

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När vi är nöjd med våra inställningar och schemat är sparat, klickar vi på Visa fönster, för att se att våra villkor och filtervärden stämmer.

Här finns också möjlighet att köra schemat manuellt om man vill.

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Visma Net

Schemaläggning & Automatisering

"},"cta":{"bold":false,"fontSize":16,"italic":false,"textUnderline":false,"color":"#0b1345","position":"center","backgroundColor":{"alpha":100,"hex":"#7CD7F6"},"borderColor":"#7CD7F6"},"secondary":{"value":"CTA","bold":true,"fontSize":16,"italic":false,"textUnderline":false,"color":"#F3F5F7","position":"center","backgroundColor":{"alpha":100,"hex":"#FFB23B"},"borderColor":"#FFB23B"},"js":{"value":""},"version":1},"id":"31fdabac-3e46-45d9-9caa-196bf2e29523","title":"","dom_id":"","page_id":"1f2153f2-a43e-4e8f-bf6a-f2bc29226dc9","subtitle":"","image_url":"","target_id":null,"video_url":"","stream_url":null,"description":"","target_type":null,"overlay_video":null,"stream_status":null,"thumbnail_url":null,"media_duration":null,"media_position":null,"media_button_color":null,"flowId":"1177985f-3951-4215-a781-f57a750149bb"},"55f5d406-e628-4631-bc52-e9bd42091916":{"kind":"hotspot","cta":"Next","audio_url":"","options":{"root":{"alignment":"tr","theme":"light","close_button":false,"next_button":false,"prev_button":true,"secondaryButton":false,"show_step_number":false,"hide_arrow":false,"backgroundColor":"#7CD7F6","borderColor":"#7CD7F6","frameWidth":413.63633728027344,"maxFrameWidth":null,"backdropRect":null,"backdropSelector":null,"offset":{"x":73.77558099939918,"y":53.77092826948497},"offsetFromOriginPx":{"x":0,"y":0},"spot":"none","hasSpotlight":false,"spotlightColor":"#9939EB","trigger":null,"auto_hide_text":true,"beaconColor":"#7CD7F6","beaconOpacity":1,"zoom":null},"description":{"value":"

En av Visma Nets främsta styrkor är automatisering. Schemaläggning är en del av automatiken i systemet, men kort vill vi också visa att man t.ex. kan automatisera bl.a. leverantörsfakturor.

Vi klickar oss in på Regler för fakturainkorgen.

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Man kan automatisera en hel del gällande leverantörsfakturor.

På nästa bild ser ni att vi skapat en regel som säger att en leverantörsfaktura från Vasakronan per automatik ska konteras på konto 5010. Dessutom ska den periodiseras på 3 månader.

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Vill du få en full demo?

"},"termsAndConditions":{"value":"

Genom att skicka in godkänner du våra villkor

Visma Net

Flera bolag & Flera flikar

Visma Net har stöd för både flera bolag och bolag med flera företagsgrenar. I båda fallen byter man lätt mellan bolagen genom att först klicka på sitt användarnamn.

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Man får då upp en sökruta. I det här fallet har vi sökt på Demo för att få upp de demobolag användaren är knuten till. Vi väljer att klicka in oss på Demo Niklas och får på så vis det bolagets moduler, inställningar och behörigheter.

Tips: Det är för övrigt under Mina Visma Net-uppgifter som man ställer in inloggningssätt, systemspråk m.m.

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Visma Net

Flera bolag & Flera flikar

"},"cta":{"bold":false,"fontSize":16,"italic":false,"textUnderline":false,"color":"#0b1345","position":"center","backgroundColor":{"alpha":100,"hex":"#7CD7F6"},"borderColor":"#7CD7F6"},"secondary":{"value":"CTA","bold":true,"fontSize":16,"italic":false,"textUnderline":false,"color":"#F3F5F7","position":"center","backgroundColor":{"alpha":100,"hex":"#FFB23B"},"borderColor":"#FFB23B"},"js":{"value":""},"version":1},"id":"66af5bde-cc4c-4f6f-a85f-d7e738a902f6","title":"","dom_id":"","page_id":"f5516764-be72-4459-9574-a7f3c38dc213","subtitle":"","image_url":"","target_id":null,"video_url":"","stream_url":null,"description":"","target_type":null,"overlay_video":null,"stream_status":null,"thumbnail_url":null,"media_duration":null,"media_position":null,"media_button_color":null,"flowId":"655ca3ac-47ea-4a6b-93ab-a51ea7d7b237"},"ad84b637-b12a-4661-9e9f-f7d9eee279ac":{"kind":"hotspot","cta":"Next","audio_url":"","options":{"root":{"alignment":"tl","theme":"light","close_button":false,"next_button":false,"prev_button":true,"secondaryButton":false,"show_step_number":false,"hide_arrow":false,"backgroundColor":"#7CD7F6","borderColor":"#7CD7F6","frameWidth":370.90904235839844,"maxFrameWidth":null,"backdropRect":null,"backdropSelector":null,"offset":{"x":29.918533929567367,"y":41.77699106537837},"offsetFromOriginPx":{"x":0,"y":0},"spot":"none","hasSpotlight":false,"spotlightColor":"#9939EB","trigger":null,"auto_hide_text":true,"beaconColor":"#7CD7F6","beaconOpacity":1,"zoom":null},"description":{"value":"

En fördel med Visma Net är att man kan arbeta i flera moduler/rutiner samtidigt. Det gör man genom att öppna upp flera flikar i webbläsaren.

Vi klickar in oss på Försäljningsordrar.

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Enklast är att öppna upp en likadan flik genom att högerklicka på fliken och därefter Duplicera.

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En ny flik för Försäljningsordrar dyker upp och härifrån väljer vi att öppna upp Utleveranser. På så vis kan vi arbeta i båda rutinerna samtidigt.

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Vill du få en full demo?

"},"termsAndConditions":{"value":"

Genom att skicka in godkänner du våra villkor

Visma Net

Filtrering & Kolumner

I de flesta av Visma Nets fönster kan man med enkelhet filtrera ut information för att dels titta på den för stunden, men även för att exportera ut data för vidare hantering.

Vi går in på Försäljningsordrar för att illustrera hur det kan se ut.

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De flesta av kolumnerna är filtreringsbara. Vissa på fasta parametrar som vi ser här under Status medan andra filtreras på diverse kriterier som datum, större/mindre än, skilt från, m.m.

Här har vi valt att filtrera fram alla försäljningsordrar som är Öppna.

Man kan också sortera stigande eller fallande. Vill man exportera ut information klickar man på Excel ikonen.

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Efter att ha klickat på Ok i förgående steg, ser vi nu bara öppna ordrar.

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Som nämndes tidigare kan man sortera på olika datum.

Här vill vi bara se ordrar med ett orderdatum under år 2024. På nästa slide ser ni resultatet på en sådan filtrering.

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Visma Net

Filtrering & Kolumner

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Det finns en rad fördefinierade datafält man kan plocka fram i olika fönster. Det gör man genom att klicka på ikonen för Kolumnuppsättning.

Finns inte datafältet man är ute efter i kolumnuppsättningen, kan vi på Cloud Connection alltid hjälpa er med mer avancerade tabellkopplingar.

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I vårt exempel vill vi se vilka användare som senast ändrat i de olika försäljningsordrarna.

Det gör vi genom att markera kolumnen Senast ändrad i Tillgängliga kolumner och klickar på högerpilen.

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Kolumnen läggs till under Valda kolumner och här får vi möjlighet att placera den på önskat ställe i fönstret genom att klicka på uppåt eller nedåt pilarna.

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Vi ser datafältet/kolumnen Senast ändrad av nu lagts till i fönstret.

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Vill du få en full demo?

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Genom att skicka in godkänner du våra villkor

Visma Net

Visma App Store

Visma App Store är Visma Nets bibliotek över integrationer som går att kopplas mot ERP-systemet.

Här finns möjlighet att filtrera fram integrationer inom olika områden.

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Vi ser dels Cloud Connections egna integrationer, men även kopplar från tredjepartsleverantörer.

Klickar vi in oss på en integration kan vi läsa mer om vad den gör och hur man kommer igång med den.

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Vill du få en full demo?

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Genom att skicka in godkänner du våra villkor

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