Getting started

Getting started /visma-net-erp/getting-started section Start here for basic navigation, common actions, and initial setup. 2026-02-19T17:09:06+01:00 # Getting started Start here for basic navigation, common actions, and initial setup. Personalise the presentation of data /visma-net-erp/getting-started/personalise-the-presentation-of-data section 2026-02-19T17:09:06+01:00 # Personalise the presentation of data About personal settings of the appearance /visma-net-erp/getting-started/personalise-the-presentation-of-data/about-personal-settings-of-the-appearance page In the appearance of Visma Net, you can organise the appearance to better correspond to your work responsibilities. 2026-02-19T17:09:06+01:00 # About personal settings of the appearance In the appearance of Visma Net, you can organise the appearance to better correspond to your work responsibilities. In the appearance of Visma Net, you can organise the appearance to better correspond to your work responsibilities. In this topic, you will read about the ways the appearance can be personalised. ## Organise the workspace list in the main menu In the appearance, the links to windows and reports are organised in workspaces, each of which corresponds to a functional area in the system. The main menu displays menu items corresponding to these workspaces, such as **Finance** or **Banking**. You can adjust the list of workspaces displayed on the main menu panel by pinning and unpinning workspaces. Pin to the panel only the workspaces that you use frequently. Other workspaces you can access that are unpinned from the panel are hidden under **More items**. You can pin and unpin the main menu items any time you need to. ## Organise the quick menu of a workspace When you click a menu item in the main menu, the system opens the quick menu of the workspace that corresponds to the menu item. You can use this menu to quickly access the windows and reports that you use. You can adjust the list of windows and reports in the quick menu for each workspace. It is recommended that you display on the quick menu only windows and reports that you use frequently. If you click the workspace header, you can toggle between displaying all items and the quick menu. About creating temporary or reusable filters /visma-net-erp/getting-started/personalise-the-presentation-of-data/about-creating-temporary-or-reusable-filters page In Visma Net, you can use simple filters to quickly filter data in table columns, and advanced filters with complicated logical expressions to view only the data you need. 2026-02-19T17:09:06+01:00 # About creating temporary or reusable filters In Visma Net, you can use simple filters to quickly filter data in table columns, and advanced filters with complicated logical expressions to view only the data you need. In Visma Net, you can use simple filters to quickly filter data in table columns, and advanced filters with complicated logical expressions to view only the data you need. You can create two types of advanced filters: + Temporary: A temporary filter is a filter for short-term use (the current session) that you can set up in a report window to fine-tune the basic report parameters. + Reusable: A reusable filter is a filter you can set up on a processing or inquiry window to filter the data for future uses of the window. This topic describes the design of temporary and reusable filters. ## The Filter settings table For both temporary and reusable filters, you use the Filter settings table to add, edit, delete, and manage advanced filters. With reusable filters, the table is a part of the **Filter settings** dialog box (for details, see [Reusable filter settings dialog box](/visma-net-erp/getting-started/widget-dialog-boxes/reusable-filter-settings-dialog-box/)). With temporary filters, you can find the Filter settings table on the **Additional sort and Filters** tab of the report window; the table has the **Additional filtering conditions** heading. ## Filter clauses A filter clause is a part of a filter represented by a table row in the **Filter settings** table. Any advanced filter consists of either one filter clause or multiple filter clauses. For each clause, you specify the following settings in the table row: Property : The entity type associated with the particular table or report that the filter will be applied to. You select a property from the list of available entity types. Condition : The logical operation that applies to the value of the selected property. You select a condition from the list of available conditions. Value : The value for the logical condition used to filter the data. Depending on the selected property and condition, you enter a value (and sometimes a second value as well, depending on the condition). Each value must conform with the data type of the selected property. Generally, there are a series of fixed values are fixed for the property, such as the **Completed** value for the **Status** property. The filtering process is not case-sensitive; that is, the system doesn't differentiate between uppercase and lowercase letters in values. To define a clause, you specify the property, the condition, and the applicable values in the table row. For example: In the Task (EP404000) window, you can search for completed tasks by specifying a filter that has **Status** specified as the property, **Equals** specified as the condition, and **Completed** specified as the value. You use **And** and **Or** operators and parentheses to group clauses into logical expressions. You use the **And** operator to find the records that meet the criteria in both the selected clause and the next clause. You use the **Or** operator to find the records that meet the criteria in either the selected clause or the next clause. You can use parentheses to combine clauses into units as parentheses are used in logical statements to define the order of operations. The **And** and **Or** operators work on a unit in parentheses as if the unit was a single clause. If you try to filter the data by using a string that contains an underscore, the result will also contain the values with the same string with any symbol instead of the underscore. For example: If you try to filter the data by a customer name that contains the **Customer_name** string, the system will return all the customers whose name contains any of the following strings: **Customer_name**, **Customer-name**, and **Customer name**. The reason that all of these strings will be returned is that the underscore is used as a wild card character. ## User-relative filter clauses To simplify the process of filtering data by owner or by work group, three predefined user-relative parameters are available in the system. By using these parameters, you can configure **user-relative clauses**. When you use these parameters, you do not need to create multiple rows with specific values—for example, to specify each work group in which you are a member for the **Workgroup** property. Instead, you can use only one parameter, such as **@MyGroups**, to filter the all records of work groups you are a member of. You can find the full list of user-relative parameters below: + `@Me`: The current user. This parameter can be used only for the user-related properties (such as **Owner** or **Custodian** ) that have **Equal** and **Does not equal** conditions. + `@MyGroups`: The work groups in which the current user is a member, excluding the work groups that are the subordinates of these work groups. You can use this parameter for the **Workgroup** property, which has the **Is in** and **Is not in** conditions. + `@MyWorktree`: The work groups in which the current user is a member, including the groups that are subordinates of these groups according to the company tree structure. You can use this parameter for the **Workgroup** property, which has the **Is In** and **Is Not In** conditions. For the user-relative clauses, the system will filter data by the user currently signed in (by using the **@Me** parameter), or by the work group or work groups the signed-in user is a member of (by using the **@MyGroups** or **@MyWorktree** parameter). ## Date-relative filter clauses To make date clauses in reusable filters more flexible, you can use date-relative parameters—parameters that are relative to the current date. + Date-relative parameters cannot be used in temporary filters on report windows. + For the date-relative parameters, the system uses as the current date the date (in coordinated universal time, or **UTC** ) of the server used to run the Visma Net instance. Changing the business date (in the upper-right corner of the screen) does not affect the filter results. Below you can find the full list of date-relative parameters: + `@Today`: The current date as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting days. + `@WeekStart`: The start of the current week as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting weeks. The start and end of the week are determined according to the default system locale or the locale you selected when you signed in to Visma Net. The system locales are specified and configured in the [System locales](/visma-net-erp/help/management/management-windows/system-locales-sm200550/) (SM200550) window. + `@WeekEnd`: The end of the current week as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting weeks. The start and end of the week are determined according to the default system locale or the locale you selected when you signed in to Visma Net. The system locales are specified and configured in the [System locales](/visma-net-erp/help/management/management-windows/system-locales-sm200550/) (SM200550) window. + `@MonthStart`: The start of the current month as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting months. + `@MonthEnd`: The end of the current month as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting months. + `@QuarterStart`: The start of the current quarter as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting quarters. + `@QuarterEnd`: The end of the current quarter as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting quarters. + `@PeriodStart`: The start of the current financial period. The financial periods are defined in the [Financial year](/visma-net-erp/help/general-ledger/general-ledger-windows/financial-year-gl101000/) (GL101000) window, and the current date is specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting financial periods. + `@PeriodEnd`: The end of the current financial period. The financial periods are defined in the [Financial year](/visma-net-erp/help/general-ledger/general-ledger-windows/financial-year-gl101000/) (GL101000) window, and the current date is specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting financial periods. + `@YearStart`: The start of the current calendar year as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting years. + `@YearEnd`: The end of the current calendar year as specified on the server used to run your Visma Net instance. You can modify this parameter by adding or subtracting months. To add a filter clause with a date-relative parameter, you select the parameter from the list. You can modify the parameters by adding or subtracting integers. The date is calculated according to the measurement of the parameter. The system cannot find any records if the modified date is out of range, and will return an error. Add a reusable filter /visma-net-erp/getting-started/personalise-the-presentation-of-data/add-a-reusable-filter section You create a reusable filter in the window where you want to use it, as described in this topic. 2026-02-19T17:09:06+01:00 # Add a reusable filter You create a reusable filter in the window where you want to use it, as described in this topic. You create a reusable filter in the window where you want to use it, as described in this topic. For more information, see: [Reusable filter settings dialog box - reference information](/visma-net-erp/getting-started/widget-dialog-boxes/reusable-filter-settings-dialog-box/)). 1. Open the window you want to add a filter to. 1. Click ![Filter settings](/media/visma-net-erp/icon-filter.png) to open the **Filter settings** dialog box. 1. If there is an existing filter, click **New** to empty the **Filter settings** dialog box. 1. Specify the filter clauses as follows: 1. Click ![icon-add](/media/visma-net-erp/icon-add.png) to add a new clause. 1. Specify the property, condition, and applicable value or values of the new clause. For more information about filter clauses, see [About creating temporary or reusable filters](/visma-net-erp/getting-started/personalise-the-presentation-of-data/about-creating-temporary-or-reusable-filters/). 1. Repeat the two previous sub steps for each clause you want to add. 1. If required, add brackets and use operators to join the clauses. 1. If you want to use this filter as the default filter for the current window, select the **Default** check box. 1. If you want to share this filter with other users, select the **Shared** check box. You cannot edit a shared filter in the **Filter settings** dialog box of the window to which the filter applies. 1. If you want to save the filter for future use, do the following: 1. Click **Save**. 1. In the **Enter the filter name here** dialog box, which opens, type the name of the new filter. 1. Click **OK** to close the **Enter the filter name here** dialog box and return to the **Filter settings** dialog box, where the filter name you typed is filled in. 1. Click **OK** to close the dialog box and apply the filter. Modify a reusable filter /visma-net-erp/getting-started/personalise-the-presentation-of-data/modify-a-reusable-filter section You can modify a reusable filter in the window this filter is applied to, as described in this topic, if the filter is not shared. 2026-02-19T17:09:06+01:00 # Modify a reusable filter You can modify a reusable filter in the window this filter is applied to, as described in this topic, if the filter is not shared. You can modify a reusable filter in the window this filter is applied to, as described in this topic, if the filter is not shared. 1. Open the window whose filter you want to edit. 1. On the table toolbar, click **![Filter settings](/media/visma-net-erp/icon-filter.png)**. 1. In the **Filter settings** dialog box, click the unlabelled **Filter name** field and select the filter. 1. Do any of the following to modify the filter: + Select or clear the empty check box in a table row to change which clauses are active. + Click **![icon-add](/media/visma-net-erp/icon-add.png)**, and then specify the new clause; repeat this step as many times as you need. + Edit any of the existing clauses. 1. Do one of the following to save your changes: + If the filter is one that you created, click **Save**. + If the filter is a shared filter, you cannot save changes to this particular filter, and the **Save** button is unavailable. If you want to save the filter under another name, click **Save as** and specify the new filter name to save this modified of the shared filter. 1. Click **OK** to close the dialog box. Display or hide table columns /visma-net-erp/getting-started/personalise-the-presentation-of-data/display-or-hide-table-columns section You can hide or display table columns according to your preferences. 2026-02-19T17:09:06+01:00 # Display or hide table columns You can hide or display table columns according to your preferences. When displaying or hiding table columns, three tips apply during the process: + Select multiple column headers It is possible to select multiple columns by holding the **Ctrl** key and selecting the columns you want to display. + Select multiple and successive column headers It is possible to select successive columns by holding the shift key and selecting the first and last column you want to display. + Search for column headers it is possible to search for column headers by typing the header name in the search field. ## Display hidden table columns 1. In the table, click ![icon-adjust-table](/media/visma-net-erp/icon-adjust-table.png) to open the ****Columns configuration**** dialog box. 1. Select the columns you want to display in the **Available columns** list. 1. Click the arrow pointing right. 1. Click **OK**. ## Hide table columns 1. In the table, click ![icon-adjust-table](/media/visma-net-erp/icon-adjust-table.png) to open the ****Columns configuration**** dialog box. 1. Select the columns you want to hide in the **Selected columns** list. 1. Click the arrow pointing left. 1. Click **OK**. ## Restore the default table layout 1. In the table, click ![icon-adjust-table](/media/visma-net-erp/icon-adjust-table.png) to open the ****Columns configuration**** dialog box. 1. In the bottom left of the ****Columns configuration**** dialog box, click **Reset to default**. 1. Click **OK**. Configure a temporary filter on a report window /visma-net-erp/getting-started/personalise-the-presentation-of-data/configure-a-temporary-filter-on-a-report-window section 2026-02-19T17:09:06+01:00 # Configure a temporary filter on a report window ## Configure a temporary filter 1. Open the report window, and then click the **Additional sort and filter** tab. 1. In the **Additional filtering conditions** table, click **![icon-add](/media/visma-net-erp/icon-add.png)** to create a filter clause. (A temporary filter may consist of one filter clause, represented by one row, or multiple filter clauses, represented by multiple rows.) 1. In the **Property** column, select the entity type associated with the report from the list. 1. In the **Condition** column, select the logical operation that will be applied to the value of the selected property. 1. In the **Value** column, type the value for the logical condition used to filter the data. 1. If the logical operation you selected in the **Condition** column requires the second value, type it in the **Second value** column. 1. Repeat Steps 2-6 for each filter clause in this temporary filter. 1. If you want to join any of the filter clauses, do the following: + In the leftmost **Brackets** column of the first clause that should be joined, select the opening bracket or brackets. (The number of opening brackets in the first clause depends on the number of nested clauses.) + In the **Operator** column of the same clause, select the logical operator that will be used to join the clauses. + In the rightmost **Brackets** column of the last clause that should be joint, select the closing bracket or brackets. (The number of closing brackets in the first clause depends on the number of nested clauses and should be equal to the number of opening brackets in the first clause that is joint.) 1. To apply the filter, be sure the other settings in the report window have the values you need, and click **Run report**. ## Modify a filter in a report window After you have run a report for which you configured an ad hoc filter, you can modify the filter before you send or print the report: 1. If you are viewing the report, on the report toolbar of the report, click **Parameters**. The system opens the report window, and the **Parameters** button on the toolbar is highlighted. 1. In the **Additional filtering conditions** table of the **Additional sort and filters** tab, modify the filter conditions. [Configure a temporary filter in a report window](/visma-net-erp/getting-started/personalise-the-presentation-of-data/configure-a-temporary-filter-on-a-report-window/). For more information, see: 1. Click **Run report**. Create, remove and schedule a report template /visma-net-erp/getting-started/personalise-the-presentation-of-data/create-remove-and-schedule-a-report-template page You can save the parameters you have specified as a template, as described in this topic. 2026-02-19T17:09:06+01:00 # Create, remove and schedule a report template You can save the parameters you have specified as a template, as described in this topic. You can save the parameters you have specified as a template, as described in this topic. By using this template, you can immediately populate the report window with your preferred parameters, so you can run reports more quickly. This topic also describes how to remove a report template and how to schedule a report processing. ## Create a report template 1. Open a report window. 1. Specify the report parameters and run the report to check the report settings. 1. In the report toolbar, click **Parameters** to view the parameters in the report window. You can click **Parameters** to toggle between the report window and the report without losing the changes made in the report window. 1. To use this template as your default template for the current report (so that when you bring up this report window, the settings of the template are specified), select the **Default** check box. 1. To share this template with other users, select the **Shared** check box. You cannot select a shared template as the default. If you select the **Shared** check box, the **Default** check box becomes cleared and unavailable for editing. 1. Click **Save template**. 1. In the **Enter template name** dialog box, which opens, type the name of the new template. 1. Click **OK**. If you have saved the template as the default, when you open the report window, the template is already selected and the system automatically fills in the selections of the template. If you have not saved the template as the default, you can select it in the **Template** field and the system fills in the selections of the template. ## Remove a report template 1. Open a report window. 1. In the **Template** field, select the report template that you want to remove. 1. On the report window toolbar, click **Remove template**. After removing a template, it disappears from the **Template** field. ## Schedule a report processing 1. Open a report window. 1. In the **Template** field, select the report template that you want to schedule. 1. In the report window toolbar, click **Schedule template**. 1. In the **Select schedule name** dialog box, which opens, click **OK** to open the [Automation schedules](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) (SM205020) window. 1. In the [Automation schedules](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) (SM205020) window, add a new schedule for the report, as described in [Schedule processing](/visma-net-erp/help/automation/procedures/schedule-processing/). After you have added a schedule for the report processing, the system will send the report with the parameters specified in the template according to the schedule settings. Use system-wide actions /visma-net-erp/getting-started/use-system-wide-actions section Visma Net provides you with a number of actions that you can use in many places in the system. 2026-02-19T17:09:06+01:00 # Use system-wide actions Visma Net provides you with a number of actions that you can use in many places in the system. Visma Net provides you with a number of actions that you can use in many places in the system. For example: If you forgot where the window you need to use is situated in the site map, you can search for it by its name. Also, if you usually make financial analysis in Microsoft Excel spreadsheets, you can export data from Visma Net to an Excel file. Another thing that you may need is to add files to records (for example, scanned images, pictures, or instructions for employees). Visma Net supports attachments of various types to records. Import data from a local file to a table /visma-net-erp/getting-started/use-system-wide-actions/import-data-from-a-local-file-to-a-table section 2026-02-19T17:09:06+01:00 # Import data from a local file to a table You can import data from an Excel spreadsheet or a CSV file to a Visma Net table when you see ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) (the Load records from file button) on the table toolbar. Visma Net uses the spreadsheet format introduced in Microsoft Office 2007, so if you use an earlier version of Microsoft Office, you should install the appropriate plug-in. 1. Open the appropriate window, and select the record to which you want to import data or add a new record. 1. On the table toolbar, click **![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png)**. 1. In the **File upload** dialog box, click **Choose file** and select the file you want to import. 1. Click **Upload** to upload the file to the system. After the file is uploaded, the **Common settings** dialog box is opened. 1. To import an Excel spreadsheet, do the following in the **Common settings** dialog box: 1. If an atypical null value is used in the uploaded file, specify the value in the **Null value** field. 1. In the **Culture** field, select the region whose measurement settings have been used in the uploaded file. 1. In the **Mode** field, select the option that determines which data will be imported into the table: + **Update existing**: To update the rows that are already present in the table and add new rows that are not present in the table. + **Bypass existing**: To import only new rows that were not present in the table. The existing rows will not be updated. + **Insert all records**: To add all rows from the file to the table. If you select this option, you may get duplicated rows because the system won't check for duplicates when importing rows from the file. 1. Click **OK**. 1. To import a CSV file, do the following in the **Common settings** dialog box: 1. If an atypical separator character is used in the uploaded file, specify it in the **Separator chars** field. 1. If an atypical null value is used in the uploaded file, specify the value in the **Null value** field. 1. Select the encoding of the uploaded file in the **Encoding** field. 1. In the **Culture** field, select the region whose measurement settings have been used in the uploaded file. 1. In the **Mode** field, select the option that determines which data will be imported into the table: + **Update existing**: To update the rows that are already present in the table and add new rows that are not present in the table. + **Bypass existing**: To import only new rows that were not present in the table. The existing rows will not be updated. + **Insert all records**: To add all rows from the file to the table. With a CSV file, the uploaded file must contain only rows that have not already been imported. If the system encounters a row that already exists in the table, the import process will be terminated. To resolve the situation, click ![icon-refresh](/media/visma-net-erp/icon-refresh.png), and try to import data in another mode. 1. Click **OK**. 1. In the **Columns** dialog box, match the columns of the imported file (displayed in the **Column name** column) to the columns in the Visma Net table to which you want to import data (displayed in the **Property name** column). 1. Click **OK** to import data to the table. 1. After the data is successfully imported, click **Save** in the window toolbar. After the data is imported and the document is saved, you can continue processing the document according to your organisation's work flow. Attach a file to a record /visma-net-erp/getting-started/use-system-wide-actions/attach-a-file-to-a-record section You can attach a file, such as a scanned document with a signature, to a record, as described in this topic. 2026-02-19T17:09:06+01:00 # Attach a file to a record You can attach a file, such as a scanned document with a signature, to a record, as described in this topic. To attach a file to a record, use one of the following methods: + Drag the file: 1. Go to the window where you want to attach a file to a record. If you are in the PL edition of the window, click ![icon-add](/media/visma-net-erp/icon-add.png) to leave the list view. 1. Select the record you want to attach the file to. 1. Open your file explorer and go to the folder or library where the file is located. 1. Drag and drop the file to the top part of the window. In the top right corner of the window, you will see that the number of files attached to the selected record increases, like this **Files (2)**. + Use the **File upload** dialog box 1. Open the window, and select the record you want to attach the file to. 1. In the window title bar, click **![icon-attach](/media/visma-net-erp/icon-attach.png)**. 1. Select the file you want to attach, click **Open**. You now see the name of the file you have selected in the field to the left of the **Browse** button in the **Files dialog box**. 1. Click **Upload**. The file name is now displayed in the **File name** column. Repeat step 3 to 5 if you want to attach more than one file. 1. Close the dialog box. The system attaches the file to the record and you can see the number of files attached to the selected record, like this **Files (2)**, in the top right corner of the window. Attach a file to a record detail /visma-net-erp/getting-started/use-system-wide-actions/attach-a-file-to-a-record-detail section You can attach a file in any format to a record or record detail, as described in this topic. 2026-02-19T17:09:06+01:00 # Attach a file to a record detail You can attach a file in any format to a record or record detail, as described in this topic. 1. Open the window, and select the record you want to attach the file to. 1. On the line where you want to attach a file, click ![icon-attach](/media/visma-net-erp/icon-attach.png). The **Files** dialog box is displayed. 1. Click **Browse**. 1. Select the file you want to attach, click **Open**. You now see the name of the file you have selected in the field to the left of the **Browse** button in the **Files** dialog box. 1. Click **Upload**. The file name is now displayed in the **File name** column. Repeat step 3 to 5 if you want to attach more than one file. 1. Close the dialog box. 1. Verify that the ![icon-attach](/media/visma-net-erp/icon-attach.png) button has changed to the attachment icon: ![icon-attachment](/media/visma-net-erp/icon-attachment.png). Attach a note to a record /visma-net-erp/getting-started/use-system-wide-actions/attach-a-note-to-a-record section You can attach any text to records, as described in this topic. 2026-02-19T17:09:06+01:00 # Attach a note to a record You can attach any text to records, as described in this topic. For example, you can add important information for your colleagues who work with this record. 1. Go to the window where you want to attach a note to a record. If you are in the PL edition of the window, click ![icon-add](/media/visma-net-erp/icon-add.png) to leave the list view. 1. Select the record you want to attach a note to. 1. In the window title bar, click ![icon-notes-inactive](/media/visma-net-erp/icon-notes-inactive.jpg) (Notes). 1. In the **Enter record note** dialog box, type the text of the note. 1. Click **OK**. 1. In the window title bar, verify that the icon to the left of the Notes button has changed to **![icon-notes-active](/media/visma-net-erp/icon-notes-active.jpg)**. To read the note, click ![icon-notes-active](/media/visma-net-erp/icon-notes-active.jpg) in the window title bar. Attach a note to a record detail /visma-net-erp/getting-started/use-system-wide-actions/attach-a-note-to-a-record-detail section You can attach a note to a record detail, as described in this topic. 2026-02-19T17:09:06+01:00 # Attach a note to a record detail You can attach a note to a record detail, as described in this topic. For example, you can leave a comment for your colleagues who will process the document later. 1. Go to the window where you want to attach a note to a record. If you are in the PL edition of the window, click ![icon-add](/media/visma-net-erp/icon-add.png) to leave the list view. 1. In the table, at the beginning of the detail row, click ![icon-notes-inactive](/media/visma-net-erp/icon-notes-inactive.jpg) Note. 1. In the **Enter record note** dialog box, type the text of the note. 1. Click **OK**. 1. In the window toolbar, click **![icon-save](/media/visma-net-erp/icon-save.png)**. 1. On the row where you attached the note, verify that the Notes icon has changed to **![icon-notes-active](/media/visma-net-erp/icon-notes-active.jpg)**. To read the note, click the Note icon in the row where you attached it. Configure your email account /visma-net-erp/getting-started/use-system-wide-actions/configure-your-email-account section You personal email address is specified on the General settings tab, in the User settings (SM203010) window. 2026-02-19T17:09:06+01:00 # Configure your email account You personal email address is specified on the General settings tab, in the User settings (SM203010) window. For more information: [User settings (SM203010)](/visma-net-erp/help/management/management-windows/user-settings-sm203010/). If you need to send emails from Visma Net, you can configure your signature, which will be automatically added to each email. You can create your signature by using the **Email settings** tab of this window. On the same tab, you can select the system email account that will be used as the default email account when you send emails through Visma Net. The system will automatically sort incoming emails and replies to mass emails and route them to your personal email account. This topic describes how to configure your email account. 1. Go to the [User settings (SM203010)](/visma-net-erp/help/management/management-windows/user-settings-sm203010/) window. 1. Click the **Email settings** tab. 1. In the **Default email account** field, select the system email address that will be used by the system for sending emails on your behalf. 1. If you want to make your calendar visible to other users, select the **Is public calendar** check box. 1. If you want to enter a signature for emails, in the **User email signature** section, do the following: 1. Select the **Include in new emails** check box if you want to insert the signature in each new email that you send by using Visma Net. 1. Select the **Include in replies and forwarded emails** check box, if you want to insert the signature when you reply to or forward emails. 1. In the text editor area, enter your signature for emails. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). Using reports /visma-net-erp/getting-started/using-reports section In addition to offering a comprehensive collection of reports for each workspace, Visma Net gives you a high degree of control over each report. 2026-02-19T17:09:06+01:00 # Using reports In addition to offering a comprehensive collection of reports for each workspace, Visma Net gives you a high degree of control over each report. A typical report form lets you adjust the report settings to meet your specific informational needs. You can specify sorting and filtering options and select the data by using report-specific settings, such as financial period, ledger, and account, and configure additional processing settings for each report. The settings can be saved as a report template for later use. After you run a report, the prepared report appears on your screen. You can print the report, export the report to a file, or send the report by email. Run a report /visma-net-erp/getting-started/using-reports/run-a-report section Visma Net reports display the information you want to see in easy-to comprehend formats. 2026-02-19T17:09:06+01:00 # Run a report Visma Net reports display the information you want to see in easy-to comprehend formats. Visma Net reports display the information you want to see in easy-to comprehend formats. This topic describes how you run a typical report. ## Run a report 1. Open the report window. 1. On the **Report parameters** tab, select the report parameters. 1. Optional: On the **Additional sort and filters** tab, in the **Additional sorting conditions** table, set up the sorting. Do the following: 1. In the table toolbar, click ![icon-add](/media/visma-net-erp/icon-add.png). 1. In the **Property** column, select the property on which you want to sort. 1. In the **Condition** column, select **Ascending** to perform an ascending sort (that is, A to Z for text, lower to higher for numbers, or newest to oldest for dates), or select **Descending** to perform a descending sort (that is, Z to A for text, higher to lower for numbers, or oldest to newest for dates). 1. Repeat the three previous substeps for each column you want to sort by. 1. Optional: On the **Additional sort and filters** tab, in the **Additional filtering conditions** tab, set up a filter to get only the data you want to see. 1. Optional: In the **Print settings** section of the **Print and email settings** tab, specify the settings for printing the report. 1. Optional: In the **Email settings** section of the **Print and email settings** tab, specify the settings for sending the report by email. 1. Click **Run report**. This generates and displays the report. Now you can print the report or save it to your computer in one of the available formats. ## Change the parameters of a prepared report You can modify report parameters after you've prepared a report. To change the report parameters, do the following: 1. On the toolbar of the report, click **Parameters**. This returns you to the report form, and the **Parameters** button is highlighted, denoting that you are currently viewing the parameters. 1. Change the report parameters. You can click **Parameters** to toggle between the report window and the report without losing the changes made on the report window. 1. Click **Run report** to view the report with the new parameters applied. Create a report with filters /visma-net-erp/getting-started/using-reports/create-a-report-with-filters section In Visma Net you can create a report with additional sorting, regardless of which modules or report you are working with. 2026-02-19T17:09:06+01:00 # Create a report with filters In Visma Net you can create a report with additional sorting, regardless of which modules or report you are working with. ## How to create a report with additional sorting 1. Open the report for which you want to create a report with additional sorting. For example: Go to the [Transactions for period (GL63300S) report](/visma-net-erp/help/general-ledger/general-ledger-reports/transactions-for-period-gl633000/) window. 1. Go to the **Report parameters** tab. 1. In the **Ledger ID** field, click ![icon-select](/media/visma-net-erp/icon-select.jpg) to select General ledger. 1. In the **Period** field, click ![icon-select](/media/visma-net-erp/icon-select.jpg) to select which period you want to see. 1. In the **From account** field, click ![icon-select](/media/visma-net-erp/icon-select.jpg) to select the account you want to make a report of. 1. In the **To account** field, click ![icon-select](/media/visma-net-erp/icon-select.jpg) to select the same account as you did in step 5 - in order to see only one account. 1. Go to the **Additional sort and filters** tab. 1. Underneath the **Additional sorting conditions** section, under the **Property** column, click one of these default sortings. 1. A little arrow is displayed to the right in the same cell. Click the arrow and select the sorting properties you want. 1. Click in the cell to the right, under the **Condition** column. 1. A little arrow is displayed to the right in the same cell. Click the arrow and select how you want your report to be sorted. By default the system shows **Ascending**. 1. Click the **Run report**. You have made a report where you will see all transactions done on the account and in the period that you selected. If you click ![icon-edit](/media/visma-net-erp/icon-edit.png) in the report, you can change the sorting and run the report again.

Windows

Send reports (SM205060)

Configure a filter in a report window /visma-net-erp/getting-started/using-reports/configure-a-filter-in-a-report-window section When you generate a report, you can configare an ad hoc filter for the report data. 2026-02-19T17:09:06+01:00 # Configure a filter in a report window When you generate a report, you can configare an ad hoc filter for the report data. 1. Open the report form, and then click the **Additional sort and filter** tab. 1. In the **Additional filtering conditions** table, click ![icon-add](/media/visma-net-erp/icon-add.png) to create a filter clause. (An ad hoc filter may consist of one filter clause, represented by one row, or multiple filter clauses, represented by multiple rows.) 1. In the **Property** column, select the entity type associated with the report from the list. 1. In the **Condition** column, select the logical operation that will be applied to the value of the selected property. 1. In the **Value** column, type the value for the logical condition used to filter the data. 1. If the logical operation you selected in the **Condition** column requires the second value, type it in the **Second value** column. 1. Repeat Steps 2-6 for each filter clause in this ad hoc filter. 1. If you want to join any of the filter clauses, do the following: + In the leftmost **Brackets** column of the first clause that should be joined, select the opening bracket or brackets. (The number of opening brackets in the first clause depends on the number of nested clauses.) + In the **Operator** column of the same clause, select the logical operator that will be used to join the clauses. + In the rightmost **Brackets** column of the last clause that should be joint, select the closing bracket or brackets. (The number of closing brackets in the first clause depends on the number of nested clauses and should be equal to the number of opening brackets in the first clause that is joint.) 1. To apply the filter, be sure the other settings on the report form have the values you need, and click **Run report**. Use additional sort and filters on reports /visma-net-erp/getting-started/using-reports/use-additional-sort-and-filters-on-reports section When you are printing a report and you have a lot of data, you can add additional sorting and filter conditions on the Additional sort and filters tab in the report parameters view. 2026-02-19T17:09:06+01:00 # Use additional sort and filters on reports When you are printing a report and you have a lot of data, you can add additional sorting and filter conditions on the Additional sort and filters tab in the report parameters view. ## How to add other sort and filter conditions 1. In the **Additional sorting conditions** area, click ![icon-add](/media/visma-net-erp/icon-add.png). 1. In the **Property** column, select your extra sorting conditions. Depending on the report you are printing, the available sorting conditions can, for example be: + general ledger account + stock item description + payment type or + username, 1. Use the **Additional filtering conditions** in the same manner. 1. Click **Run report**.

Tasks

Use report templates

Windows

Use report templates /visma-net-erp/getting-started/using-reports/use-report-templates page If you make the same selections for a report regularly, you can save the selection as a template, to easily pick it up the next time you need to get current data for that particular selection. 2026-02-19T17:09:06+01:00 # Use report templates If you make the same selections for a report regularly, you can save the selection as a template, to easily pick it up the next time you need to get current data for that particular selection. This applies to several reports in Financials. ## How to create and save a template 1. As an example, go to the [Balance by customer (AR632500)](/visma-net-erp/help/customer-ledger/customer-ledger-reports/balance-by-customer-ar632500/) window. 1. On the **Report parameters** tab, make your selection. 1. Click **Save template**. The **Enter template name** dialog box is displayed. 1. Enter a name and click **OK**. Your template is displayed in the **Template** field. You can make several templates with different criteria.

Tasks

Use additional sort and filters on reports

Windows

Create a report template /visma-net-erp/getting-started/using-reports/create-a-report-template section You can save the report parameters you have specified as a template. 2026-02-19T17:09:06+01:00 # Create a report template You can save the report parameters you have specified as a template. You can save the report parameters you have specified as a template. By using this template, you can immediately populate the report window with your preferred parameters to run reports more quickly. ## Create a report template 1. Open a report window. 1. Specify the report parameters and run the report to check the report settings. 1. On the report toolbar, click **Parameters** to view the parameters on the report window. You can click **Parameters** to toggle between the report window and the report without losing the changes made on the report window. 1. To use this template as your default template for the current report (so that when you bring up this report window, the settings of the template are specified), select the **Default** check box. 1. To share this template with other users, select the **Shared** check box. You cannot select a shared template as the default. If you select the **Shared** check box, the **Default** check box becomes cleared and unavailable for editing. 1. Click **Save template**. 1. In the **Enter template name** dialog box, which opens, type the name of the new template. 1. Click **OK**. If you have saved the template as the default, when you open the report window, the template is already selected and the system automatically fills in the selections of the template. If you have not saved the template as the default, you can select it in the **Template** field and the system fills in the selections of the template. ## Remove a report template 1. Open a report window. 1. In the **Template** field, select the report template that you want to remove. 1. On the report window toolbar, click **Remove template**. After removing a template, it disappears from the **Template** field. ## Schedule a report processing 1. Open a report window. 1. In the **Template** field, select the report template that you want to schedule. 1. On the report window toolbar, click **Schedule template**. 1. In the **Select schedule name** dialog box, which opens, click **OK** to open the [Automation schedules overview](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) (SM205020) window. 1. In the Automation schedules overview window, in the **Description** field, enter a description of the new schedule. 1. In the **Window ID** field, make sure the [Send reports](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) (SM205060) window is specified. 1. On the **Details** tab, specify the additional settings of the schedule: 1. Optional: In the **Starts on** field of the **Details** tab, select the start date. By default, the schedule execution starts on the current business date. 1. Optional: If you need to specify an expiration date for the schedule, clear the **No expiration date** check box, and specify the expiration date in the **Expires on** field. 1. Do one of the following: + If you want to limit the number of executions, in the **Execution limit** field, specify the number of times the schedule should be executed. + If you do not need to limit the number of executions, select the **No execution limit** check box. 1. Optional: In the **Process with branch** field, select the branch under which the schedule should be processed. For example: If documents are created by this schedule, the system creates these documents and specifies the selected branch for each document. 1. Optional: Change the time zone in which the schedule will operate. 1. On the **Schedule** tab, configure the execution dates and time as follows: 1. Specify how often the schedule execution should be performed: + To execute the schedule daily or every **x** days, do the following: 1. In the **Schedule type** section, select **Daily**. 1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next. 1. In the **Every x day(s)** field, type the number of days between successive executions of the schedule. + To execute the schedule weekly or every **x** weeks, do the following: 1. In the **Schedule type** section, select **Weekly**. 1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next. 1. In the **Every x week(s)** field, type the number of weeks between successive executions of the schedule. 1. Select the appropriate check boxes for the day or days of the week on which the schedule should be executed. + To execute the schedule monthly or every **x** months, do the following: 1. In the **Schedule type** section, select **Monthly**. 1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next. 1. In the **Every x month(s)** field, type the number of months between successive executions of the schedule. 1. Select when the schedule should be executed: the day of the month, or the week in the month and the day of the week (such as the third Friday of the month). + To execute the schedule once per financial period or every **x** financial periods, perform the following steps: 1. In the **Schedule type** section, select **By financial period**. 1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next. 1. In the **Every x period(s)** field, type the number of financial periods between successive executions of the schedule. 1. Select the appropriate option button to indicate when the schedules should be executed: at the end of the period, at the start of the period, or on a fixed day of the period (which you should specify if you select this option button). 1. In the **Execution time** section, specify the particular time of the day to start and stop the processing as follows: 1. In the **Starts on** field, select the hour and minute when the first execution of the schedule should start. 1. If you want the processing to be stopped at specific time or you want the processing to be repeated multiple times a day, in the **Stops on** field, select the hour and minute when the first execution of the schedule should stop. 1. If execution of the schedule should be repeated multiple times a day, in the **Every** field, select the interval between successive executions of the schedule. 1. In the **Next execution time** field, make sure the next execution time is correct. 1. If you want the system to execute the schedule at exactly the time specified in the **Next execution time** field, select the **Exact time** check box. If the check box is cleared, the system may shift the next execution time of the schedule by multiple minutes. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png) on the window toolbar to create the schedule. When you save a newly created schedule, the system gives it an identifier in accordance with the built-in numbering sequence intended for automation schedules. After you have added a schedule for the report processing, the system will send the report with the parameters specified in the template according to the schedule settings. Change report font /visma-net-erp/getting-started/using-reports/change-report-font page In Visma Net you can change the font in a report, regardless which modules or report you are working with. 2026-02-19T17:09:06+01:00 # Change report font In Visma Net you can change the font in a report, regardless which modules or report you are working with. ## How to change the font in a specific area of a report 1. Open the report you want to edit. For example; Go to the **Aged past due** window. 1. Click the **Edit Report** button in the toolbar. **The Visma BI | Report Designer** opens as a new tab in your browser. 1. Go to the **Design** tab where you will see your report template. 1. Click in the field that you want to edit. The selected field will be displayed with a highlighted blue frame. 1. In the top toolbar you can choose which font, size and style you prefer to have in the specific field. You can also do your changes in the **Properties** section located under the sub menu **Font**. 1. Click the **Preview** tab to see your changes. 1. Click **Publish** when you have completed your changes. 1. A message is displayed to inform you that the new version of your report has been deployed. Click the **Open Report** link to open the report in Visma Net. 1. Here you click the **Run report** button. The font has now been changed in your report.

Windows

Send reports (SM205060)

Using tables /visma-net-erp/getting-started/using-tables section 2026-02-19T17:09:06+01:00 # Using tables Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point. About the table toolbar /visma-net-erp/getting-started/using-tables/about-the-table-toolbar section Each table in an Visma Net window, tab, or dialog box has a table toolbar, which contains the buttons you can use to work with the details or objects of the table. 2026-02-19T17:09:06+01:00 # About the table toolbar Each table in an Visma Net window, tab, or dialog box has a table toolbar, which contains the buttons you can use to work with the details or objects of the table. Each table in an Visma Net window, tab, or dialog box has a table toolbar, which contains the buttons you can use to work with the details or objects of the table. A toolbar includes buttons that are specific to the table, standard buttons that most table toolbars have, and the search field (for some tables; for others, the search field is displayed in the filtering area). ## Standard table toolbar buttons The following table describes the standard table toolbar buttons. A table toolbar may include some or all of those buttons. If a table toolbar includes table-specific buttons, they are described in the window reference help topic. |Button|Icon|Description| |---|---|---| |**Refresh**|![Icons_Refresh](/media/visma-net-erp/Icons_Refresh.png)|Refreshes the data in the table.| |**Switch between grid and window**|![Icons_Form_Grid_Views](/media/visma-net-erp/Icons_Form_Grid_Views.png)|Controls how the elements are displayed in the window: in a table (grid) with rows and columns; or as separately arranged elements for one table row in a window, with navigation tools you use to move between row data.| |### New record|![Icons_Add_row](/media/visma-net-erp/Icons_Add_row.png)|Direct you, for example, to the Purchase order or the Customers window to create a new purchase order or customer.| |**Delete row**|![Icons_Clear_Filter](/media/visma-net-erp/Icons_Clear_Filter.png)|Deletes the selected row.| |**Fit to screen**|![Icons_Fit_to_screen](/media/visma-net-erp/Icons_Fit_to_screen.png)|Adjusts the table to the screen width and makes the column width proportional.| |**Export to Excel**|![form_toolbar_buttons_Excel](/media/visma-net-erp/form_toolbar_buttons_Excel.png)|Exports the data in the table to an Excel file.| |**Filter settings**|![Icons_Add_Filter](/media/visma-net-erp/Icons_Add_Filter.png)|Opens the **Filter settings** dialog box, which you can use to define a new advanced filter. After you create and save the filter, the corresponding tab appears on the table.| |**Load records from file**|![Icons_Upload_File](/media/visma-net-erp/Icons_Upload_File.png)|Opens the **Filter settings** dialog box, described in detail below, so you can locate and upload a local file for import. You can use this option to import data from an Excel spreadsheet (.xlsx ) or.csv file.| |**Search**|![Icons_Search](/media/visma-net-erp/Icons_Search.png)|A field in which you can type a word, part of a word, or multiple words. As you type, the system filters the contents of the table to display only rows that contain the string you have typed in any column.| ## File upload dialog box With the **File upload** dialog box, you select a file of one of the supported formats ( **.csv** or **.xlsx** ) to import data from the file.

Element	Description
File path	The path to the file you want to upload. To select the file, click Browse, and then find and select the file you want to upload.
Upload (button)	Closes the dialog box and opens the Common settings dialog box, where you specify the import settings.

File path

The path to the file you want to upload.

To select the file, click Browse, and then find and select the file you want to upload.

Upload (button)

Closes the dialog box and opens the Common settings dialog box, where you specify the import settings.

## Common settings dialog box In the **Common settings** dialog box, which opens if you click **Upload** in the **File upload** dialog box, you specify the import settings for a file that you has selected in the **File upload** dialog box.

Element	Description
Separator chars	The character that is used as the separator in the imported file. By default, the comma is used as the separator. You specify the separator character if the imported file uses any other separator. This field appears only if you import data from a. csv file.
Null value	Optional. The value that is used to mark an empty column in the imported file. You specify the null value if the value in the imported file differs from the empty string.
Encoding	The encoding that is used in the imported file. This field appears only if you import data from a .csv file.
Culture	The regional format that has been used to display the time, currency, and other measurements in the imported file.
Mode	The mode defining which rows of the uploaded file will be imported into the table. The following options are available: Update existing The rows already present in the table will be updated, and the rows not present in the table will be added. Bypass existing Only the new rows that are not present in the table will be imported. The rows that are already present in the table will not be updated. Insert all records All the rows from the file will be imported into the table. If you select this option, you may get duplicated rows because the system won’t check for duplicates when importing rows from the file.
OK (button)	Closes the dialog box and opens the Columns dialog box.
Cancel (button)	Closes the dialog box without importing the data from the file.

## Columns dialog box In the Columns dialog box, which opens if you click **OK** in the **Common settings** dialog box, you match the columns in the imported file that you have selected in the **File upload** dialog box to the columns in the Visma Net table to which you are importing data.

Element	Description
Column name	The name of the column in the uploaded file.
Property name	The name of the corresponding column in the table in Visma Net.
OK (button)	Closes the dialog box and imports the selected file.
Cancel (button)	Closes the dialog box without importing the data from the file.

About the adjusting table layout /visma-net-erp/getting-started/using-tables/about-the-adjusting-table-layout section As you work, you may need to adjust layouts of tables to suit your needs; typical operations are discussed below. 2026-02-19T17:09:06+01:00 # About the adjusting table layout As you work, you may need to adjust layouts of tables to suit your needs; typical operations are discussed below. ## Switching between window view and grid view On data entry forms, tables can be presented in the following views: Grid view : This is a standard tabular view, with all details arranged in a table and each row representing one detail or document row. Window view : With the window view, you see a set of elements intended for only one detail or document row, and you use the navigation buttons (in the lower left corner of the window) to move from one row of the table to another. To switch between these two views, do the following: + Click ![Icons_Form_Grid_Views](/media/visma-net-erp/Icons_Form_Grid_Views.png) ( **Switch between grid and window** ) on the table toolbar. ## Changing the table layout You can adjust any table to meet your information needs. Adjustments that you make to a table affect only your user account and are not visible to other users. You can fine-tune the table in the following ways: + Hide or display columns, as described in: [Hide or display table columns](/visma-net-erp/getting-started/using-tables/hide-or-display-table-columns/) + Adjust the column width, as described in: [Adjust column widths](/visma-net-erp/getting-started/using-tables/adjust-column-widths/) + Change the order of columns, as described in: [Change the order of columns](/visma-net-erp/getting-started/using-tables/change-the-order-of-columns/) When you make any of these changes, the table will display them immediately, and the system will save them automatically. If your user account is assigned the **Administrator** role you can set default column configuration for all users of the system and configure table layouts for particular users. Hide or display table columns /visma-net-erp/getting-started/using-tables/hide-or-display-table-columns section You can hide or display table columns according to your needs for information, as described in this topic. 2026-02-19T17:09:06+01:00 # Hide or display table columns You can hide or display table columns according to your needs for information, as described in this topic. ## Display hidden table columns 1. In the table, click ![Icons_Column_Configuration](/media/visma-net-erp/Icons_Column_Configuration.png), the leftmost icon among the column headers, to open the **Column configuration dialog box**. 1. To display a hidden column (or multiple hidden columns) in the table, do the following: 1. In the **Available columns** list, select the column or columns to be added as follows: + If you want to display just one hidden column and you see it in the list, click the column. + If you know the name of the column you want to add but don't see it, start typing the column name in the **Available columns** search field, and the system will display a list of columns that include the string you have typed. Click the column you want to display. + To select multiple individual columns, press and hold the **Ctrl** key, and then click each column that you want to display. + To select multiple columns that are adjacent to one another, press and hold the Shift key, and then click the first and the last column of the block. 1. Click ![Columns_Configuration_Move_Right](/media/visma-net-erp/Columns_Configuration_Move_Right.png) - the **Add column to the selected columns list** button. 1. Click one of the following to apply the changes: + **Save** to save the layout changes for the current session and future sessions. + **OK** to change the layout for only the current session. ## Hide table columns 1. In the table, click ![Icons_Column_Configuration](/media/visma-net-erp/Icons_Column_Configuration.png), the leftmost icon among the column headers, to open the **Column configuration** dialog box. 1. To hide a column (or to hide multiple columns) from the table, do the following: 1. In the **Selected columns** list, select the column or columns you want to hide as follows: + If you want to hide just one hidden column and you see it in the list, click the column. + If you know the name of the column you want to hide but don't see it, start typing the column name in the **Selected columns** search field, and the system will display a list of columns that include the string you have typed. Click the column you want to hide. + To select multiple individual columns, press and hold the **Ctrl** key, and then click each column that you want to select. + To select multiple columns that are near each other, press and hold the Shift key, and then click the first and the last column of the block. 1. Click ![Columns_Configuration_Move_Left](/media/visma-net-erp/Columns_Configuration_Move_Left.png) (the **Remove column from the selected columns list** button). 1. Click one of the following to apply the changes: + **Save** to save the layout changes for the current session and future sessions. + **OK** to change the layout for only the current session. ## Restore the default table layout 1. Click ![Icons_Column_Configuration](/media/visma-net-erp/Icons_Column_Configuration.png). 1. In the bottom left of the **Column configuration** dialog box, click **Reset to default**. All the changes that you have previously made to the table layout will be reset. Adjust column widths /visma-net-erp/getting-started/using-tables/adjust-column-widths section If not all columns fit in the window and you must scroll to the right to view some of them, you can adjust the column widths so that you can view all columns in the window without scrolling. 2026-02-19T17:09:06+01:00 # Adjust column widths If not all columns fit in the window and you must scroll to the right to view some of them, you can adjust the column widths so that you can view all columns in the window without scrolling. If not all columns fit in the window and you must scroll to the right to view some of them, you can adjust the column widths so that you can view all columns in the window without scrolling. You can adjust column widths automatically and manually, and you can restore default widths, as described in this topic. ## Adjust the column width automatically 1. On the table toolbar, click ![Icons_Fit_to_screen](/media/visma-net-erp/Icons_Fit_to_screen.png) - the **Fit to screen** button. The column widths will be reduced proportionally so that the whole table fits the screen. This change is saved automatically by the system. ## Adjust the column width manually 1. Move the pointer over the column split line (the line dividing two columns). When the pointer becomes a double-headed arrow, drag the pointer left or right to move the line. 1. Repeat Step 1 for each column split line you want to move. These changes are saved automatically by the system. ## Restore the default table layout 1. Click ![Icons_Column_Configuration](/media/visma-net-erp/Icons_Column_Configuration.png) - the **Column configuration** button. 1. In the bottom left of the **Column configuration** dialog box, click **Reset to default**. NOTE! All the changes that you have previously made to the table layout will be reset. Change the order of columns /visma-net-erp/getting-started/using-tables/change-the-order-of-columns section As you work, you might want to change the order of columns so that the information is grouped to better fit your work and preferences. 2026-02-19T17:09:06+01:00 # Change the order of columns As you work, you might want to change the order of columns so that the information is grouped to better fit your work and preferences. As you work, you might want to change the order of columns so that the information is grouped to better fit your work and preferences. For example: You might want to make particular columns adjacent or move to the left the columns you consider the most important. To rearrange the layout of columns in a table, you can use one of the following ways: + In the window, drag a column to a new position + Use the **Column configuration** dialog box ## Move columns on the window 1. Drag the column header to the desired position. Note the red arrows, which indicate the exact position where you can drop the column between two other columns. 1. Repeat this step for each column you want to move. These changes are saved automatically by the system, that is, when you open the table in the future you will see this change. ## Move columns by using the Column configuration dialog box 1. In the table, click ![Icons_Column_Configuration](/media/visma-net-erp/Icons_Column_Configuration.png) to open the **Column configuration** dialog box. 1. To shift a column to the left in the table, do the following: 1. In the **Selected columns** list, click the column you want to move. 1. Click ![Columns_Configuration_Move_Up](/media/visma-net-erp/Columns_Configuration_Move_Up.png) to move the column one position to the left. 1. Repeat the previous sub-step until the column is in the appropriate place. 1. To shift a column to the right in the table, do the following: 1. In the **Selected columns** list, select the column you want to move. 1. Click ![Columns_Configuration_Move_Down](/media/visma-net-erp/Columns_Configuration_Move_Down.png) to move the column one position to the right. 1. Repeat the previous sub-step until the column is in the appropriate place. 1. Click **OK** to save the layout changes. ## Restore the default table layout 1. Click ![Icons_Column_Configuration](/media/visma-net-erp/Icons_Column_Configuration.png). 1. In the bottom left of the **Column configuration** dialog box, click **Reset to default**. Note: All the changes that you have previously made to the table layout will be reset. Filter the data in a table /visma-net-erp/getting-started/using-tables/filter-the-data-in-a-table section You can quickly filter the data of any table in the system by using simple filters or by selecting the appropriate options in the menu that appear when you click the header of the column to which you want apply the filter. 2026-02-19T17:09:06+01:00 # Filter the data in a table You can quickly filter the data of any table in the system by using simple filters or by selecting the appropriate options in the menu that appear when you click the header of the column to which you want apply the filter. You can quickly filter the data of any table in the system by using simple filters or by selecting the appropriate options in the menu that appear when you click the header of the column to which you want apply the filter. Simple filters cannot include complex filtering conditions (with multiple clauses connected with **Or** operators and combined with parenthesis). ## Set up a filter on table columns 1. Open the window with the table for which you want to set up a filter on table columns. 1. In the table, click the header of the column whose values you want to filter. 1. If you want to filter data in a column with a fixed set of options (such as **Status** ), select the required values in the dialog box. 1. If you want to filter data in a column by a value which has unlimited options (such as **Supplier** ), do the following: + In the dialog box, select the filter condition from the list of available conditions. The available conditions (such as **Contains**, **Equals**, or **Is null** ) depend on the data type of the column. + In the field at the bottom of the dialog box, type the filter value (if needed). 1. Click **OK** to apply the filter. Now the table displays only the rows that satisfy the terms of the filter. The column header is highlighted and displays the filter icon (![filter_icon](/media/visma-net-erp/filter_icon.png)). You can set up filters for any number of table columns. If you set up filters for multiple columns, the system displays only the rows that satisfy the terms of all filters. ## Filter data by a selected cell value You can filter the data in a table on an inquiry or processing form by a value of any cell that you select as follows: 1. Open the window with the table for which you want to set up filtering by a cell value. 1. In the table, right-click the cell that contains the value by which you want to filter the data, and click **Filter by this cell value**. As a result, the table displays only the rows for which this column contains this value. The column header is highlighted and displays the filter icon (![filter_icon](/media/visma-net-erp/filter_icon.png)). You can also apply this filter by clicking the required cell and pressing SHIFT+F. ## Clear a filter In the window with the table for which you want to clear a simple, do the following: + In the table, click the header of the column for which you want to clear the filter, and do one of the following: + If you filtered data in a column with fixed set of options, click **Select all** and then click **OK**. + If you filtered data in a column with unlimited number of values, click **Clear filter**. ## Turn on column sorting 1. Open the form with the table for which you want to set up column sorting. 1. In the table, click the header of the column whose values you want to sort. 1. In the dialog box, select the sorting order: ascending (that is, A to Z for text, lowest to highest for numbers, or newest to latest for dates) or descending (that is, Z to A for text, highest to lowest for numbers, or latest to newest for dates). The column header displays the ascending ( ![filter_icon_ascending](/media/visma-net-erp/filter_icon_ascending.png) ) or descending ( ![filter_icon_descending](/media/visma-net-erp/filter_icon_descending.png) ) sorting icon. You can turn on sorting for only one column in a table at a time. ## Turn off column sorting In the window with the table for which you want to clear column sorting, do the following: 1. In the table, click the header of the column for which you want to clear sorting. 1. Click the sorting option you have previously clicked. The column sorting is now turned off. Import data from a local file to a table /visma-net-erp/getting-started/using-tables/import-data-from-a-local-file-to-a-table section 2026-02-19T17:09:06+01:00 # Import data from a local file to a table You can import data from an Excel spreadsheet or a CSV file to an Visma Net table when you see ![Icons_Upload_File](/media/visma-net-erp/Icons_Upload_File.png) (the **Load records from file** button) on the table toolbar. 1. Open the appropriate window, and select the record to which you want to import data or add a new record. 1. On the table toolbar, click ![Icons_Upload_File](/media/visma-net-erp/Icons_Upload_File.png) (the **Load records from file** button). 1. In the **File upload** dialog box, click **Choose file**. 1. Select the file you want to import. 1. Click **Upload** to upload the file to the system. After the file is uploaded, the **Common settings** dialog box is opened. 1. To import an Excel spreadsheet, do the following in the **Common settings** dialog box: 1. If an atypical null value is used in the uploaded file, specify the value in the **Null value** field. 1. In the **Culture** field, select the region whose measurement settings have been used in the uploaded file. 1. In the **Mode** field, select the option that determines which data will be imported into the table: + **Update existing**: To update the rows that are already present in the table and add new rows that are not present in the table. + **Bypass existing**: To import only new rows that were not present in the table. The existing rows will not be updated. + **Insert all records**: To add all rows from the file to the table. If you select this option, you may get duplicated rows because the system won't check for duplicates when importing rows from the file. 1. Click **OK**. 1. To import a CSV file, do the following in the **Common settings** dialog box: 1. If an atypical separator character is used in the uploaded file, specify it in the **Separator chars** field. 1. If an atypical null value is used in the uploaded file, specify the value in the **Null value** field. 1. Select the encoding of the uploaded file in the **Encoding** field. 1. In the **Culture** field, select the region whose measurement settings have been used in the uploaded file. 1. In the **Mode** field, select the option that determines which data will be imported into the table: + **Update existing**: To update the rows that are already present in the table and add new rows that are not present in the table. + **Bypass existing**: To import only new rows that were not present in the table. The existing rows will not be updated. + **Insert all records**: To add all rows from the file to the table. With a CSV file, the uploaded file must contain only rows that have not already been imported. If the system encounters a row that already exists in the table, the import process will be terminated. To resolve the situation, click **Cancel** on the window toolbar, and then try to import data in another mode. 1. Click **OK**. 1. In the **Columns** dialog box, match the columns of the imported file (shown in the **Column name** column) to the columns in the Visma Net table to which you want to import data (shown in the **Property name** column). 1. Click **OK** to import data to the table. 1. After the data is successfully imported, click ![icon-save](/media/visma-net-erp/icon-save.png). After the data is imported and the document is saved, you can continue processing the document according to your organisation's workflow. Widget dialog boxes /visma-net-erp/getting-started/widget-dialog-boxes section 2026-02-19T17:09:06+01:00 # Widget dialog boxes Add widget dialog box for chart widgets /visma-net-erp/getting-started/widget-dialog-boxes/add-widget-dialog-box-for-chart-widgets page You use the Add widget dialog box to add a widget to a dashboard and to modify an existing widget. 2026-02-19T17:09:06+01:00 # Add widget dialog box for chart widgets You use the Add widget dialog box to add a widget to a dashboard and to modify an existing widget. You use the **Add widget** dialog box to add a widget to a dashboard and to modify an existing widget. The settings that you need to specify depend on the widget type. When you add a new widget by using this dialog box, you perform two steps. 1. Select the type of the widget that you want to add to the dashboard; the system brings up the version of the **Add widget dialog box** that is specific to the widget type. 1. Specify the properties that are specific for the selected widget type. When you modify an existing widget, you perform only the second step. (In this case, the system immediately brings up the appropriate version of the dialog box.) ## Add widget dialog box: Step 1 When you want to add a new widget to a dashboard, you first need to select the type of the widget in the **Add widget** dialog box. The elements of the dialog box are described in the table below.

Element	Description
Widget type	The widget type to be added to the dashboard, which can be one of the following: Chart A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts. Data table Data from an Visma Net window arranged into rows and columns. Embedded page A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard. Power BI tiles Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation. Scorecard KPI A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis. Trend card KPI A parameter whose dynamic change is important to the business processes of your organisation.
Cancel (button)	Cancels the changes and closes the dialog box.
Next (button)	Goes to the next step of the Add widget dialog box for the selected widget type.

Widget type

The widget type to be added to the dashboard, which can be one of the following:

Chart: A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts.
Data table: Data from an Visma Net window arranged into rows and columns.
Embedded page: A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard.
Power BI tiles: Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation.
Scorecard KPI: A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis.
Trend card KPI: A parameter whose dynamic change is important to the business processes of your organisation.

Cancel (button)

Cancels the changes and closes the dialog box.

Next (button)

Goes to the next step of the Add widget dialog box for the selected widget type.

## Add widget dialog box: Step 2 After you select the **Chart** widget type in the **Add widget** dialog box, or when you click **Edit** in the widget toolbar, the **Widget properties**dialog box opens. In this dialog box, you need to specify the properties that are specific to chart widgets. Select the inquiry window to provide source data for the widget, a shared filter to be applied to the data (optional), and the type of the chart; you then configure the chart widget. For more information about chart widgets, see:. For the detailed procedure that describes adding the needed type of chart widget to a dashboard, see one of the following topics: + [Add a doughnut chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-doughnut-chart/) + [Add a line chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-line-chart/) + [Add a column chart](/visma-net-erp/to-be-deleted/online-help/shared-files/dasboardswidgets/dw-add-column-char-task/) + [Add a stacked column chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-column-chart/) + [Add a bar chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-bar-chart/) + [Add a stacked bar chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-bar-chart/) + [Add a funnel chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-funnel-chart/) Widget properties dialog box. You can use this dialog box to specify the properties that are specific to chart widgets.

Element	Description
Inquiry screen	Required. The name of the inquiry window that provides data for the widget.
Inquiry parameters	A button that you click to open the Inquiry parameters dialog box so you can specify the parameters for the inquiry selected in the Inquiry screen field.
Shared filter to apply	The shared filter that is applied to the data in the widget. You can apply a shared filter or leave the field blank to display all the data from the inquiry.
Configure	A button that you click to open the Chart settings dialog box. You need to open this dialog box when you want to specify properties that are specific to the chart type.
Caption	The name of the widget on the dashboard.
Cancel (button)	Cancels your changes and closes the dialog box.
Previous (button)	Returns to the previous step of the dialog box without saving your changes. The button appears only when you are adding a widget.
Finish (button)	Saves your changes and closes the dialog box.

## Other dialog boxes This section describes dialog boxes that you can open from the **Widget properties** dialog box. Inquiry parameters. You can use this dialog box to specify the parameters of the inquiry selected in the **Inquiry screen** field.

Element	Description
Parameter	The name of the parameter of the inquiry selected in the Inquiry screen field.
Value	The value of the inquiry parameter.
Use default value	A check box that indicates (if selected) that a default value should be used for the inquiry parameter. You can specify the default value in the Generic inquiry (SM208000) window.
Cancel (button)	Cancels your changes and closes the dialog box.
OK (button)	Saves your changes and closes the dialog box.

Chart settings dialog box. You can use this dialog box to specify properties that are specific to the chart type.

Element	Description
Chart type	Required. The type of chart widget you want to add. The following options are available: Doughnut A doughnut chart widget Line A line chart widget Column A column chart widget Stacked column A stacked column chart widget Bar A bar chart widget Stacked bar A stacked bar chart widget Funnel A funnel chart widget
Legend position	The location of the legend on the widget. The field is displayed for only doughnut and funnel chart types. The following options are available: None The legend is not displayed on the widget. Left The legend is located to the left of the chart. Right The legend is located to the right of the chart. Top The legend is located above the chart. Bottom The legend is located below the chart. Pop-up The user can open the legend as a pop-up field by clicking the icon in the bottom left corner of the widget. This is the default value.

Chart type

Required. The type of chart widget you want to add. The following options are available:

Doughnut: A doughnut chart widget
Line: A line chart widget
Column: A column chart widget
Stacked column: A stacked column chart widget
Bar: A bar chart widget
Stacked bar: A stacked bar chart widget
Funnel: A funnel chart widget

Legend position

The location of the legend on the widget.

The field is displayed for only doughnut and funnel chart types. The following options are available:

None: The legend is not displayed on the widget.
Left: The legend is located to the left of the chart.
Right: The legend is located to the right of the chart.
Top: The legend is located above the chart.
Bottom: The legend is located below the chart.
Pop-up: The user can open the legend as a pop-up field by clicking the icon in the bottom left corner of the widget. This is the default value.

### The Categories section of the dialog box includes the following elements Chart settings dialog box. You can use this dialog box to specify properties that are specific to the chart type.

Element	Description
Legend	Required. The column from the source window whose values are used for categories. The values of the selected column are displayed on the chart as follows, depending on the chart type: Doughnut The column values are displayed as individual sectors on the doughnut. The size of each sector is determined by the aggregated column value selected in the Value field. For example, a category might be a customer number, a financial period, or a cash account. Line The column values are displayed on the horizontal axis. Column The column values are displayed on the horizontal axis. Stacked column The column values are displayed on the horizontal axis. Bar The column values are displayed on the vertical axis. Stacked bar The column values are displayed on the vertical axis. Funnel The column values are displayed as individual slices in the funnel. The height of each slice is determined by an aggregated column value selected in the Value field. For example: A column might be a customer number.
Sort by	The sort order for the legend data. The left field defines the sequence to be sorted as follows: Legend The legend data is sorted by the values in the column you selected in the Legend field. Legend values The legend data is sorted by value you selected in the Value field. The right field defines the sort order. The way the values are sorted depends on the chart type as well as this selection. The following options are available: Ascending: Doughnut: The smallest sector is displayed in the upper part of the doughnut, and larger sectors are displayed clockwise in ascending order. Line, Column, and Stacked column: The lowest value (the first alphabetic value for text data) appears in the left part of the horizontal axis, and higher values are shown to the right in ascending order. The function ignores null values. Bar and Stacked bar: The lowest value (the first alphabetic value for text data) appears in the upper part of the vertical axis, and higher values are arranged downward along the vertical axis in ascending order. The function ignores null values. Funnel: The lowest value (the first alphabetic value for text data) appears on the top of the funnel, and higher values are arranged downward in ascending order. The function ignores null values. Descending: Doughnut: The largest sector is displayed in the upper part of the doughnut, and smaller sectors are displayed clockwise in descending order. Line, Column and Stacked column: The highest value (the last alphabetic value for text data) appears in the left part of the horizontal axis, and lower values are shown to the right in descending order. The function ignores null values. Bar and Stacked bar: The highest value (the last alphabetic value for text data) appears in the upper part of the vertical axis, and lower values are arranged downward along the vertical axis in descending order. The function ignores null values. Funnel: The highest value (the last alphabetic value for text data) appears on the top of the funnel, and lower values are arranged downward in descending order. The function ignores null values. The default values in these boxes depend on the type of the field that you selected in the Legend field, as described below:
Maximum number of values shown	The maximum number of values to be individually shown on the chart. The system always selects the values starting from the largest ones. If you want the system to individually display all values, set the value of this field to 0. The default value of this field is 10.
Show sum of other entries	A check box that indicates (if selected) that the values that are not among the largest values (whose number is specified in the Maximum number of values shown field) are summed and shown on the chart as a single element, with the element type depending on the chart type. For example: For a doughnut chart, the element is a separate sector, and for a line chart, it is a separate point. By default, this check box is cleared.
Date rounding	The part of the date field that is displayed on the chart widget. You can use on the chart either the full date or a particular part of it (for example, a month or a year). This property is available only for fields of the date type. Select one of the following values: None: The full date is used in the chart. Minutes: Only minutes from the selected date field are used in the chart. Hours: Only hours from the selected date field are used in the chart. Days: Only days of month from the selected date field are used in the chart. Months: Only months from the selected date field are used in the chart. Quarters: Only quarters are used in the chart. The system calculates the quarter based on the date in the selected date field. Years: Only years from the selected date field are used in the chart.
Format	The format of the field value that is selected in the Legend field. This field is displayed only for fields of numeric and date types. You can select one of the predefined formats from the list. By default, the field is empty, which means that the field is not formatted.

### The Series section of the dialog box includes the elements listed below This section is available for the following chart types: + **Line** + **Column** + **Stacked column** + **Bar** + **Stacked bar**. Chart settings dialog box. You can use this dialog box to specify properties that are specific to the chart type.

Element	Description
Legend	The source column for the chart content. The values of the selected column are displayed on the chart as follows, depending on the chart type. Line The column values are displayed as separate lines in the data area of the chart. Column The column values are displayed as separate columns for each category. Stacked column The column values are displayed as sections of the chart column for each category. Bar The column values are displayed as separate bars for each category. Stacked bar The column values are displayed as sections of a bar for each category.
Sort by	The sort order for the legend data. The left field defines the sequence to be sorted as follows: Legend The legend data is sorted by the values in the column you selected in the Legend field. Legend values The legend data is sorted by value you selected in the Value field. The way the values are sorted depends on the chart type as well as this selection. The following options are available: Ascending: Line, Stacked column, and Bar: The lowest value (the first alphabetic value for text data) appears in the upper part of the vertical axis, and higher values are arranged downward along the vertical axis in ascending order. The function ignores null values. Column and Stacked bar: The lowest value (the first alphabetic value for text data) appears in the left part of the horizontal axis, and higher values are shown to the right in ascending order. The function ignores null values. Descending: Line, Stacked column, and Bar: The highest value (the last alphabetic value for text data) appears in the upper part of the vertical axis, and lower values are arranged downward along the vertical axis in descending order. The function ignores null values. Column and Stacked bar: The highest value (the last alphabetic value for text data) appears in the left part of the horizontal axis and lower values are shown to the right in descending order. The function ignores null values. The default values in these fields depend on the type of the field that you selected in the Legend field, as described below:
Maximum number of values shown	The maximum number of values to be individually shown on the chart. The system always selects the values starting from the largest ones. If you want the system to individually display all values, set the value of this field to 0. The default value of this field is 10.
Show sum of other entries	A check box that indicates (if selected) that the values that are not among the largest values (whose number is specified in the Maximum number of values shown field) are summed and shown on the chart as a single element, with the element type depending on the chart type. For example: For a doughnut chart, the element is a separate sector, and for a line chart, it is a separate point. By default, this check box is cleared.
Date rounding	The part of the date field that is displayed on the chart widget. You can use on the chart either the full date or a particular part of it (for example, a month or a year). This property is available only for fields of the date type. Select one of the following values: None The full date is used in the chart. Minutes Only minutes from the selected date field are used in the chart. Hours Only hours from the selected date field are used in the chart. Days Only days of month from the selected date field are used in the chart. Months Only months from the selected date field are used in the chart. Quarters Only quarters are used in the chart. The system calculates the quarter based on the date in the selected date field. Years Only years from the selected date field are used in the chart.
Format	The format of the field value that is selected in the Legend field. This field is displayed only for fields of numeric and date types. You can select one of the predefined formats from the list. By default, the field is empty, which means that the field is not formatted.
Colour	The custom colours of chart elements for the values defined in the Series section. The colours should be specified by using expressions. You can open the Expression editor dialog box by clicking the magnifier icon.

### The Values section of the dialog box includes the following elements Chart settings dialog box. You can use this dialog box to specify properties that are specific to the chart type.

Element	Description
Value	A column from the source window. The values of the selected column are displayed on the chart as follows, depending on the chart type: Doughnut The aggregated column values determine the size of the chart sectors. For example, a value might be an invoiced sales amount. Line The column values are displayed on the vertical axis and are used as a source for the data area. Column The column values are displayed on the vertical axis and are used as a source for the data area. Stacked column The column values are displayed on the vertical axis and determine the height of each section on a chart column. Bar The column values are displayed on the horizontal axis and are used as a source for the data area. Stacked bar The column values are displayed on the horizontal axis and determine the length of each section on a bar. Funnel The column values determine the height of each slice. For example: A value might be an invoices sales amount.
Aggregation function	The aggregate function used to perform a calculation on the column of data selected in the Value field and return a single value, such as the total of the values or the number of selected rows in the column. The following aggregate functions are available: Average Calculates the average value in the column. Count Determines the number of items in the column. Max Determines the item with the highest value in the column. (For text data, the highest value is the last alphabetic value.) This function ignores null values. Min Determines the item with the lowest value in the column. (For text data, the lowest value is the first alphabetic value.) This function ignores null values. Sum Calculates the sum of the items in the column. This is the default value.
Format	The format of the field value that is selected in the Value field. You can specify any of the standard formats defined for the format function in.Net. By default, the field is empty, which means that the field is not formatted.
OK (button)	Saves your changes to the widget properties, and closes the dialog box.

Add widget dialog box for data table widgets /visma-net-erp/getting-started/widget-dialog-boxes/add-widget-dialog-box-for-data-table-widgets page When you want to add a new widget to a dashboard, you first need to select the type of the widget in the Add widget dialog box. 2026-02-19T17:09:06+01:00 # Add widget dialog box for data table widgets When you want to add a new widget to a dashboard, you first need to select the type of the widget in the Add widget dialog box. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You use the **Add widget** dialog box to add a widget to a dashboard and to modify an existing widget. The settings that you need to specify depend on the widget type. When you add a new widget by using this dialog box, you perform two steps. In the first step, you select the type of the widget that you want to add to the dashboard; the system brings up the version of the **Add widget** dialog box that is specific to the widget type. In the second step, you specify the properties that are specific for the selected widget type. When you modify an existing widget, you perform only the second step. (In this case, the system immediately brings up the appropriate version of the dialog box.) ## Add widget dialog box: Step 1 When you want to add a new widget to a dashboard, you first need to select the type of the widget in the **Add widget** dialog box. The elements of the dialog box are described in the table below.

Element	Description
Widget type	The widget type to be added to the dashboard, which can be one of the following: Chart A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts. Data table Data from an Visma Net window arranged into rows and columns. Embedded page A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard. Power BI tiles Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation. Scorecard KPI A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis. Trend card KPI A parameter whose dynamic change is important to the business processes of your organisation.
Cancel (button)	Cancels the changes and closes the dialog box.
Next (button)	Goes to the next step of the Add widget dialog box for the selected widget type.

Widget type

The widget type to be added to the dashboard, which can be one of the following:

Chart: A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts.
Data table: Data from an Visma Net window arranged into rows and columns.
Embedded page: A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard.
Power BI tiles: Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation.
Scorecard KPI: A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis.
Trend card KPI: A parameter whose dynamic change is important to the business processes of your organisation.

Cancel (button)

Cancels the changes and closes the dialog box.

Next (button)

Goes to the next step of the Add widget dialog box for the selected widget type.

## Add widget dialog box: Step 2 After you select the **Data table** widget type in the **Add widget** dialog box, or when you click **Edit** in the widget toolbar, the**Widget properties** dialog box opens. In this dialog box, you need to specify the properties that are specific to data table widgets. For more information about data table widgets, see:. For the detailed procedure that describes adding a data table widget to a dashboard, see: [Add a data table widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-data-table-widget/). Widget properties dialog box. You use this dialog box to specify the properties that are specific to data table widgets.

Element	Description
Inquiry screen	Required. The name of the inquiry window that provides data for the widget.
Inquiry parameters	A button that you click to open the Inquiry parameters dialog box where you can specify the parameters for the inquiry selected in the Inquiry screen field.
Shared filter to apply	The shared filter that is applied to the data in the table widget. You can apply a shared filter or leave the field blank to display all the data from the inquiry.
Automatically adjust height	A check box that indicates (if selected) that height of the widget is adjusted automatically according to the number of records specified in the Records limit field. (With this check box selected, you cannot adjust the widget height manually). If this check box is cleared, you can adjust the widget height manually, and the number of displayed records is automatically limited by the widget height. By default, this check box is cleared.
Record limit	The number of records that is displayed on the table widget. This field is available only if the Automatically adjust height check box is selected. By default, the value of this field is 30.
Column settings	The button that you click to open the Column configuration dialog box.
Caption	The name of the widget on the dashboard.
Finish (button)	Saves your changes and closes the dialog box. If you are configuring a new widget, it is created on the dashboard after you click this button.
Previous (button)	Returns to the previous step of the dialog box without saving your changes. The button appears only when you are adding a widget.
Cancel (button)	Cancels your changes and closes the dialog box.

Element	Description
Parameter	The name of the parameter of the inquiry selected in the Inquiry screen field.
Value	The value of the inquiry parameter.
Use default value	A check box that indicates (if selected) that a default value should be used for the inquiry parameter. You can specify the default value in the Generic inquiry (SM208000) window.
Cancel (button)	Cancels your changes and closes the dialog box.
OK (button)	Saves your changes and closes the dialog box.

Add widget dialog box for Power BI tile widgets /visma-net-erp/getting-started/widget-dialog-boxes/add-widget-dialog-box-for-power-bi-tile-widgets page When you want to add a new widget to a dashboard, you first need to select the type of the widget in the Add widget dialog box. 2026-02-19T17:09:06+01:00 # Add widget dialog box for Power BI tile widgets When you want to add a new widget to a dashboard, you first need to select the type of the widget in the Add widget dialog box. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You use the **Add widget** dialog box to add a widget to a dashboard and to modify an existing widget. The settings that you need to specify depend on the widget type. When you add a new widget by using this dialog box, you perform two steps. In the first step, you select the type of the widget that you want to add to the dashboard; the system brings up the version of the **Add widget** dialog box that is specific to the widget type. In the second step, you specify the properties that are specific for the selected widget type. When you modify an existing widget, you perform only the second step. (In this case, the system immediately brings up the appropriate version of the dialog box.) ## Add widget dialog box: Step 1 When you want to add a new widget to a dashboard, you first need to select the type of the widget in the **Add widget** dialog box. The elements of the dialog box are described in the table below.

Element	Description
Widget type	The widget type to be added to the dashboard, which can be one of the following: Chart A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts. Data table Data from an Visma Net window arranged into rows and columns. Embedded page A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard. Power BI tiles Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation. Scorecard KPI A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis. Trend card KPI A parameter whose dynamic change is important to the business processes of your organisation.
Cancel (button)	Cancels the changes and closes the dialog box.
Next (button)	Goes to the next step of the Add widget dialog box for the selected widget type.

Widget type

The widget type to be added to the dashboard, which can be one of the following:

Chart: A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts.
Data table: Data from an Visma Net window arranged into rows and columns.
Embedded page: A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard.
Power BI tiles: Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation.
Scorecard KPI: A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis.
Trend card KPI: A parameter whose dynamic change is important to the business processes of your organisation.

Cancel (button)

Cancels the changes and closes the dialog box.

Next (button)

Goes to the next step of the Add widget dialog box for the selected widget type.

## Add widget dialog box: Step 2 After you select the **Power BI tile** widget type in the **Add widget**dialog box, or when you click Edit on the widget toolbar, the **Widget properties** dialog box opens. In this dialog box, you need to specify the properties that are specific to the Power BI tile widget. For more information about Power BI tile widgets, see:. For the detailed procedure that describes adding an embedded page widget to a dashboard, see: [Add a Power BI tile widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-power-bi-tile-widget/). Widget properties dialog box. You can use this dialog box to specify the properties that are specific to Power BI tile widgets.

Element	Description
Client ID	The client ID that your system administrator obtained while registering your instance of Visma Net on Microsoft Azure.
Client secret	The client secret that your system administrator obtained while registering your instance of Visma Net on Microsoft Azure.
Dashboard	The Power BI dashboard that provides a tile for the Visma Net dashboard. This field appears after the system connects to Power BI by using the client ID and client secret that you specified in the corresponding fields. In this field, you can select any available Power BI dashboard.
Tile	A Power BI tile that is displayed on the Visma Net dashboard. This field appears after the system connects to Power BI by using the client ID and client secret that you specified in the corresponding fields. In this field, you can select any available Power BI tile from the dashboard that you selected in the Dashboard field.
Sign In	A button that you click to cause the system to open the sign-in page to Power BI by using the client ID and the client secret that you specified in the corresponding fields. On this page, you need to enter your credentials to be able to load the list of Power BI dashboards and tiles in Visma Net. After entering your credentials, you will be redirected to Visma Net automatically. You need to click this button when you add a Power BI tile widget on the Visma Net dashboard.
Caption	The name of the widget on the dashboard.
Finish (button)	Saves the changes and closes the dialog box.
Previous (button)	Returns to the previous step of the dialog box without saving your changes. The button appears only when you are adding a widget.
Cancel (button)	Cancels your changes and closes the dialog box.

Add widget dialog box for scorecard KPI widgets /visma-net-erp/getting-started/widget-dialog-boxes/add-widget-dialog-box-for-scorecard-kpi-widgets page When you want to add a new widget to a dashboard, you first need to select the type of the widget in the Add widget dialog box. 2026-02-19T17:09:06+01:00 # Add widget dialog box for scorecard KPI widgets When you want to add a new widget to a dashboard, you first need to select the type of the widget in the Add widget dialog box. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You use the **Add widget** dialog box to add a widget to a dashboard and to modify an existing widget. The settings that you need to specify depend on the widget type. When you add a new widget by using this dialog box, you perform two steps. In the first step, you select the type of the widget that you want to add to the dashboard; the system brings up the version of the **Add widget** dialog box that is specific to the widget type. In the second step, you specify the properties that are specific for the selected widget type. When you modify an existing widget, you perform only the second step. (In this case, the system immediately brings up the appropriate version of the dialog box.) ## Add widget dialog box: Step 1 When you want to add a new widget to a dashboard, you first need to select the type of the widget in the **Add widget** dialog box. The elements of the dialog box are described in the table below.

Element	Description
Widget type	The widget type to be added to the dashboard, which can be one of the following: Chart A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts. Data table Data from an Visma Net window arranged into rows and columns. Embedded page A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard. Power BI tiles Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation. Scorecard KPI A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis. Trend card KPI A parameter whose dynamic change is important to the business processes of your organisation.
Cancel (button)	Cancels the changes and closes the dialog box.
Next (button)	Goes to the next step of the Add widget dialog box for the selected widget type.

Widget type

The widget type to be added to the dashboard, which can be one of the following:

Chart: A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts.
Data table: Data from an Visma Net window arranged into rows and columns.
Embedded page: A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard.
Power BI tiles: Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation.
Scorecard KPI: A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis.
Trend card KPI: A parameter whose dynamic change is important to the business processes of your organisation.

Cancel (button)

Cancels the changes and closes the dialog box.

Next (button)

Goes to the next step of the Add widget dialog box for the selected widget type.

## Add widget dialog box: Step 2 After you select the **Scorecard KPI** widget type in the **Add widget dialog box**, or when you click **Edit** in the widget toolbar, the **Widget properties dialog box** opens. In this dialog box, you need to specify the properties that are specific to the scorecard KPI widget. For more information about scorecard KPI widgets, see:. For the detailed procedure that describes adding a scorecard KPI widget to a dashboard, see: [Add a scorecard KPI widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-scorecard-kpi-widget/). Widget properties dialog box. You can use this dialog box to specify the widget properties that are specific to scorecard KPI widgets.

Element	Description
Inquiry screen	Required. The name of the inquiry window that provides data for the widget.
Inquiry parameters	A button that you click to open the Inquiry parameters dialog box where you can specify the parameters for the inquiry selected in the Inquiry screen field.
Shared filter to apply	The shared filter that is applied to the data in the widget. You can apply a shared filter or leave the field blank to display all the data from the inquiry.
Scorecard title	The name of the scorecard parameter that is displayed in the scorecard area.
Field to aggregate	Required. The field from the selected inquiry that is displayed on the widget.
Aggregate function	The function that is used to aggregate the values of the selected inquiry field. Possible values in this field are the following. Average Calculates the average value in the column. Count (default value) Determines the number of items in the column. Max Determines the item with the highest value in the column. (For text data, the highest value is the last alphabetical value.) This function ignores null values. Min Determines the item with the lowest value in the column. (For text data, the lowest value is the first alphabetical value.) This function ignores null values. Sum Calculates the sum of the items in the column.
Normal level	The normal threshold of an aggregated field value. If the aggregated field value is less than or equal to this threshold, the colour that is selected in the Normal colour field is used as the widget background colour. The default value of this field is 0.00.
Alarm level	The alarm threshold of an aggregated field value. If the aggregated field value is between the normal and the alarm level, the colour that is selected in the Warning colour field is used as the widget background colour. If the aggregated field value is equal to or greater than the alarm level, the colour that is selected in the Alarm colour field is used as the widget background colour. The default value of this field is 0.00.
Normal colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to aggregate field is less than or equal to the value specified in the Normal level field. The default value of this field is Visma green.
Warning colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to Aggregate field is between the values specified in the Normal level and Alarm level fields. The default value of this field is Visma yellow.
Alarm colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to aggregate field is equal to or greater than the value specified in the Alarm level field. The default value of this field is Visma red.
Automatically adjust font size	A check box that indicates (if selected) that the size of the font used in the widget is adjusted automatically, depending on the widget size. By default, this check box is selected.
Font size	The size of the font that is used in the widget. You can select the font size from the list. This field is available only if the Automatically adjust font size check box is cleared.
Caption	The name of the widget on the dashboard.
Finish (button)	Saves your changes and closes the dialog box.
Previous (button)	Returns to the previous step of the dialog box without saving your changes. The button appears only when you are adding a widget.
Cancel (button)	Cancels your changes and closes the dialog box.

Element	Description
Parameter	The name of the parameter of the inquiry selected in the Inquiry screen field.
Value	The value of the inquiry parameter.
Use default value	A check box that indicates (if selected) that a default value should be used for the inquiry parameter. You can specify the default value in the Generic inquiry (SM208000) window.
Cancel (button)	Cancels your changes and closes the dialog box.
OK (button)	Saves your changes and closes the dialog box.

Add widget dialog box for trend card KPI widgets /visma-net-erp/getting-started/widget-dialog-boxes/add-widget-dialog-box-for-trend-card-kpi-widgets page When you want to add a new widget to a dashboard, you first need to select the type of the widget in the Add widget dialog box. 2026-02-19T17:09:06+01:00 # Add widget dialog box for trend card KPI widgets When you want to add a new widget to a dashboard, you first need to select the type of the widget in the Add widget dialog box. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You use the **Add widget** dialog box to add a widget to a dashboard and to modify an existing widget. The settings that you need to specify depend on the widget type. When you add a new widget by using this dialog box, you perform two steps. In the first step, you select the type of the widget that you want to add to the dashboard; the system brings up the version of the **Add widget** dialog box that is specific to the widget type. In the second step, you specify the properties that are specific for the selected widget type. When you modify an existing widget, you perform only the second step. (In this case, the system immediately brings up the appropriate version of the dialog box.) ## Add widget dialog box: Step 1 When you want to add a new widget to a dashboard, you first need to select the type of the widget in the **Add widget** dialog box. The elements of the dialog box are described in the table below.

Element	Description
Widget type	The widget type to be added to the dashboard, which can be one of the following: Chart A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts. Data table Data from an Visma Net window arranged into rows and columns. Embedded page A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard. Power BI tiles Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation. Scorecard KPI A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis. Trend card KPI A parameter whose dynamic change is important to the business processes of your organisation.
Cancel (button)	Cancels the changes and closes the dialog box.
Next (button)	Goes to the next step of the Add widget dialog box for the selected widget type.

Widget type

The widget type to be added to the dashboard, which can be one of the following:

Chart: A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts.
Data table: Data from an Visma Net window arranged into rows and columns.
Embedded page: A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard.
Power BI tiles: Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation.
Scorecard KPI: A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis.
Trend card KPI: A parameter whose dynamic change is important to the business processes of your organisation.

Cancel (button)

Cancels the changes and closes the dialog box.

Next (button)

Goes to the next step of the Add widget dialog box for the selected widget type.

## Add widget dialog box: Step 2 After you select the **Trend card KPI** widget type in the **Add widget** dialog box, or when you click Edit on the widget toolbar, the **Widget properties** dialog box opens. In this dialog box, you need to specify the properties that are specific to the trend card KPI widget. For more information about trend card KPI widgets, see:. For the detailed procedure that describes adding a trend card KPI widget to a dashboard, see: [Add a trend card KPI widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-trend-card-kpi-widget/). Widget properties dialog box. You can use this dialog box to specify the properties that are specific to trend card KPI widgets.

Element	Description
Inquiry screen	Required. The name of the inquiry window that provides data for the widget.
Inquiry parameters	A button that you click to open the Inquiry parameters dialog box so you can specify the parameters for the inquiry selected in the Inquiry screen field.
Shared filter to apply	The shared filter that is applied to the data in the widget. You can apply a shared filter or leave the field blank to display all the data from the inquiry.
Trend card title	The name of the trend card that is displayed in the scorecard area.
Field to aggregate	Required. The field from the selected inquiry that is displayed in the widget.
Aggregate function	The function that is used to aggregate the values of the selected generic inquiry field. Possible values in this box are the following. Average Calculates the average value in the column. Count (default value) Determines the number of items in the column. Max Determines the item with the highest value in the column. (For text data, the highest value is the last alphabetical value.) This function ignores null values. Min Determines the item with the lowest value in the column. (For text data, the lowest value is the first alphabetical value.) This function ignores null values. Sum Calculates the sum of the items in the column.
Timeline field	The field of the date type from the selected inquiry, which is used for calculating trends.
Period	The period upon which a comparison of the field selected in the Field to aggregate field is performed. The following values are available in the box: Yesterday The day that is before the current business date. Last week The calendar week that is immediately before the current business date. The day that starts a week depends on the Visma Net locale. Last month The calendar month that is immediately before the current business date. Last quarter The calendar quarter that is immediately before the current business date. Last year The calendar year that is immediately before the current business date.
Rising trend colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to aggregate field is rising in comparison to the period selected in the Period field. The default value of this box is Visma blue.
Flat trend colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to aggregate field stays the same in comparison to the period selected in the Period field. The default value of this box is Visma yellow.
Falling Trend colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to aggregate box is falling in comparison to the period selected in the Period field. The default value of this box is Visma red.
Automatically adjust font size	A check box that indicates (if selected) that the size of the font used in the widget is adjusted automatically, depending on the widget size. By default, this check box is selected.
Font size	The size of the font that is used in the widget. You can select the font size from the list. This field is available only if the Automatically adjust font size check box is cleared.
Caption	The name of the widget on the dashboard.
Finish (button)	Saves your changes and closes the dialog box.
Previous (button)	Returns to the previous step of the dialog box without saving your changes. The button appears only when you are adding a widget.
Cancel (button)	Cancels your changes and closes the dialog box.

Element	Description
Parameter	The name of the parameter of the inquiry selected in the Inquiry screen field.
Value	The value of the inquiry parameter.
Use default value	A check box that indicates (if selected) that a default value should be used for the inquiry parameter. You can specify the default value on the Generic inquiry (SM208000) window.
Cancel (button)	Cancels your changes and closes the dialog box.
OK (button)	Saves your changes and closes the dialog box.

Reusable filter settings dialog box /visma-net-erp/getting-started/widget-dialog-boxes/reusable-filter-settings-dialog-box page You can use the Filters settings dialog box, which opens after you click the Filter settings button in the window toolbar, to create, delete, and manage your reusable filters for a particular window. 2026-02-19T17:09:06+01:00 # Reusable filter settings dialog box You can use the Filters settings dialog box, which opens after you click the Filter settings button in the window toolbar, to create, delete, and manage your reusable filters for a particular window. ## The Filter settings dialog box

Element	Description
Filter name field	An unlabelled field that contains a drop-down list of the names of the filters that can be applied to the currently selected window. You can select a filter name to see the details of the filter.
Default	A check box that indicates (if selected) that this is the default filter for the selected window.
Shared	A check box that indicates (if selected) that the filter will be shared with other users, no matter who created it. Shared filters can be edited only by using the Filters (CS209010) window.
Filter settings table	A table that contains the clauses that make up the filter, with each row defining one clause of the filter.
New (button)	Clears all filter settings currently displayed in the dialog box so that you can specify new filter settings. If the settings in the dialog box have not been saved before you click New, they will be lost.
Save (button)	Gives you the ability to enter a name for the new filter and save it, or saves the existing filter after you have modified it.
Save As (button)	Saves an existing filter under a new name.
Remove (button)	Deletes the filter from the system.
OK (button)	Applies the filter and closes the dialog box.
Cancel (button)	Closes the dialog box without filtering the data.

## The Filter settings table For a filter, the **Filter settings** table contains clauses that make up the filter, with each row defining one clause of the filter. A filter may contain just one clause, or it may contain multiple simple clauses that you combine into one logical expression by using brackets and logical operators. The columns of the table are described below.

Column	Description
Active	A check box that you select for filter clauses that you want to be active. (This check box is not, however, available for ad hoc filters on reports.) As you enter a clause, it becomes active, with the Active check box automatically selected. To quickly modify the filter, you can clear the Active check boxes for some of the clauses to exclude them from the filter.
Brackets	A set of opening brackets that can be used to group clauses. You can use brackets to make a filter that spans multiple rows.
Property	Required. The property to be used for filtering, which you select from a list that includes the properties associated with the particular table or report the filter will be applied to.
Condition	Required. The logical operation to be applied to the value of the selected property. The available conditions depend on the selected property. Select the condition from the list, which may include the following options: Equals Displays the records for which the value of the specified property is equal to the value in the Value field. Does not equal Displays the records for which the value of the specified property is not equal to the value in the Value field. Is greater than Displays the records for which the value of the specified property is greater than the value in the Value field. Is greater than or equal to Displays the records for which the value of the specified property is greater than or equal to the value in the Value field. Is less than Displays the records for which the value of the specified property is less than the value in the Value field. Is less than or equal to Displays the records for which the value of the specified property is less than or equal to the value in the Value field. Is between Displays the records for which the value of the specified property is between the values in the Value and Value2 fields. Contains Displays the records for which the value of the specified property (if it is a string) contains the value in the Value field. Does not contain Displays the records for which the value of the specified property (if it is a string) does not contain the value in the Value field. Ends with Displays the records for which the value of the specified property ends with the same character or string as the value in the Value field. Starts with Displays the records for which the value of the specified property contains at the beginning the value in the Value field. Is null Displays the records for which the value of the specified property is null. Is not null Displays the records for which the value of the specified property is not null. Is in (for properties of the User type): Displays the records for which the value of the specified property (a user) is included in the work group selected in the Value field. You can select this option for the `@MyGroups` and `@MyWorktree` clauses. Is not in (for properties of the User type): Displays the records for which the value of the specified property (a user) is not included in the work group selected in the Value field. You can select this option for the `@MyGroups` and `@MyWorktree` clauses. The following conditions are obsolete and have been preserved for compatibility with previous versions of Visma Net. It is recommended to use date-relative clauses instead of these conditions (for details, see: About creating temporary or reusable filters): Today (for values of the date type): Displays the records for which the value of the specified property is equal to the current business date. Overdue (for values of the date type): Displays the records for which the value of the specified property is overdue in comparison to the current business date. Today+overdue (for values of the date type): Displays the records for which the value of the specified property is equal to the current business date or overdue in comparison to the current business date. (This is a combination of the Today and Overdue conditions). Tomorrow (for values of the date type): Displays the records for which the value of the specified property is equal to the day after the current business date. This week (for values of the date type): Displays the records for which the value of the specified property is within the current week. The start and end of the week are determined according to the default system locale or the locale you selected when you signed in to Visma Net. The system locales are specified and configured in the System locales (SM200550) window. Next week (for values of the date type): Displays the records for which the value of the specified property is within the week after the current week. The start and end of the week are determined according to the default system locale or the locale you selected when you signed in to Visma Net. The system locales are specified and configured in the System locales (SM200550) window. This month (for values of the date type): Displays the records for which the value of the specified property is within the current month. (The current month contains the current business date.) Next month (for values of the date type): Displays the records for which the value of the specified property is within the month after the current month. (The current month contains the current business date.)
Value	The value for the logical condition used to filter the data, if the selected condition requires a value. The value you enter must conform with the data type of the selected property.
Value2	The second value for the logical condition, if the selected logical condition requires a second value (as, for example, the Is between condition does). The value you enter must conform with the data type of the selected property.
Brackets	A set of closing brackets to group clauses. You use brackets for filters with multiple clauses.
Operator	The logical operator ( And or Or ) to be used between clauses or groups of clauses. You select this operator to join the current clause with the next one. Use the And operator to find the records that meet the criteria in both the selected clause and the next clause. Use the Or operator to find the records that meet the criteria in either the selected clause or the next clause. ou can apply these operators to single clauses or groups of clauses.

Assisted setup /visma-net-erp/getting-started/assisted-setup section Use the links below to choose a topic you want to learn more about. 2026-02-19T17:09:06+01:00 # Assisted setup Use the links below to choose a topic you want to learn more about. After that you can use the breadcrumbs in the upper left corner to navigate back and forward within the Getting started sections. Assisted setup /visma-net-erp/getting-started/assisted-setup/assisted-setup section The Assisted setup consists of several wizards, which help you to get started with the use of the system. 2026-02-19T17:09:06+01:00 # Assisted setup The Assisted setup consists of several wizards, which help you to get started with the use of the system. The wizards contain settings from different windows throughout the system. You need to have an administrator role to run the wizards. > [!NOTE] > Some settings that you define via Assisted setup must be set before you start using the system, as these settings cannot be modified later. Other settings may be changed any time. Please read the information for each wizard for more information. The following Assisted setup wizards are available:

	Create subaccounts and choose the default subaccount to use throughout the system.
	Add a logo and choose the fields to appear on all invoices, dunning letters, and customer statements.
	Set up your email account to send invoices and reports from the system to your contacts.
	Import customers, suppliers, non-stock items, and stock items to the system.

Data imports /visma-net-erp/getting-started/assisted-setup/data-imports page In Assisted setup for Data imports (SM20603S) you can import your customers, suppliers, stock items, and non-stock items to Visma Net. 2026-02-19T17:09:06+01:00 # Data imports In Assisted setup for Data imports (SM20603S) you can import your customers, suppliers, stock items, and non-stock items to Visma Net. ## Assisted setup You import your data using templates. There are four templates: one for each data type (suppliers, customers, stock items, and non-stock items). Each data type contains one or more classes (see [Create a customer class](/visma-net-erp/help/customer-ledger/customer-classes/create-a-customer-class/), [Create a supplier class](/visma-net-erp/help/supplier-ledger/suppliers/create-a-supplier-class/) ). When you enter data into a template, make sure you enter the correct ID for the customer, supplier, item, or posting class on each line. Importing data with incorrect class IDs can result in errors during invoicing, VAT reporting, and other accounting operations in Visma Net. You can import every type of data more than once. When you do this, new entries will be added and existing entries can be updated, for example, if you use different settings in step 2 and / or make changes in the upload template. ## Step 1: Decide what to import Decide what to import: customers, suppliers, stock items, or non-stock items. Click **Next**. ## Step 2: Classes Use classes to define several settings at once for customers, suppliers, or items. Visma Net uses the settings you select here when the data is imported, and link them to the customer, supplier, or items. When you use classes, you make sure that the imported data is handled according to the correct principles for accounting and to the rules for invoicing and VAT reporting for example. Each class has different settings. Use the drop-down list to select the correct class. By default, Visma Net should contain the correct accounts and settings for your country, but you can make changes to them in this step. If you do, remember to click **Save**. Classes are predefined, but you can change them in Visma Net later: To change customer classes, go to the [Customer classes (AR201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) window. To change supplier classes, go to the [Supplier classes (AP201000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-classes-ap201000/). To change posting classes for stock items and non-stock items, select [Posting classes (IN206000)](/visma-net-erp/help/inventory/inventory-windows/posting-classes-in206000/). Click **Next**. ## Step 3: Download, fill in and upload template Download the template for the data type you want to import, enter your data and upload it again. If you are importing customers or suppliers, check the last number used in the number series, so that you can start entering data in your template on the next consecutive number. To check the number series, go to the [Number series (CS201010)](/visma-net-erp/help/common-settings/common-settings-windows/number-series-cs201010/) window. All columns in the template marked with \* are mandatory. You must fill them in. Some of the columns contain comments with information on how to fill them in correctly. When you have entered data in our template, click **Upload template** and then **Next**. ## Step 4: Import Confirm that you want to do the import. When you click **Import**, your data is imported and displayed in a table. Check the table data for errors. If you find any, you can either edit the information directly in the table, or go back to the previous step and edit the template before you upload it again. Click **Next**. ## Step 5: Summary The summary window gives an overview of the number of rows that have been imported. If you have finished importing data, click **Close**. If you want to continue importing data, click **Import more data**. Email /visma-net-erp/getting-started/assisted-setup/email page With Assisted setup for email, you can setup your email so that you can send invoices and reports from the system to your contacts. 2026-02-19T17:09:06+01:00 # Email With Assisted setup for email, you can setup your email so that you can send invoices and reports from the system to your contacts. ## Assisted setup The default account name and email address are generated by the system and you cannot change them. To be able to send invoices and reports, you only need to add a reply address. If a customer replies to an email sent via the system, their reply will be sent to the email address you enter here. Click **Save**. If you want to use a different email account to send emails from the system, go to the [System email accounts (SM204002)](/visma-net-erp/help/email/email-windows/system-email-accounts-sm204002/) window. You can view and change the body text used in emails that are sent from the system in the [Notification templates (SM204003)](/visma-net-erp/help/email/email-windows/notification-templates-sm204003/) window.

Concepts

Assisted setup

Forms /visma-net-erp/getting-started/assisted-setup/forms page In Assisted setup for Forms, you can add a logo and choose the fields that are displayed on all invoices, dunning letters and customer statements. 2026-02-19T17:09:06+01:00 # Forms In Assisted setup for Forms, you can add a logo and choose the fields that are displayed on all invoices, dunning letters and customer statements. ## Assisted setup ## Select logo In this window you can upload an image file with your logo. This logo will be used on all external customer forms. The logo needs to be in either.jpg,.gif, or.png format. For optimal appearance of the logo on all forms, it should have a proportion of 4:1 (width:height). 1. Click the link **Click here to upload image...**. 1. In the **Upload file** dialog box, click **Choose file** and go to the folder on you computer where you have the image file you want to upload. 1. Click **Upload**. 1. You see the uploaded image. If you have uploaded several images, you can browse through them via **Prev** and **Next**. 1. Click **Select** when you see the image you want to use. 1. In the bottom part of the window, click **Next** to go to the next step. ## Choose form and fields You can define which fields to display on the different forms. You can adapt one form at the time. If you want to change several forms, you need to repeat the steps below. If you have already created invoices, dunning letters and customer statements, the system displays a preview in step 5 below. 1. Choose the **Form category**. 1. Choose the **Form type**. 1. Click to select the fields you want to use on the form. By default, all the fields are selected. 1. In the bottom part of the window, click **Apply**. 1. Depending on whether you have created the form before (for example, if you have released an invoice), you will see a preview or get a confirmation message. 1. Preview: Click **Done** or **Edit next form**, depending on what you want to do next. 1. No preview: Click **Next** or **Finish**, depending on what you want to do next. You can edit the report forms any time by opening the report you want to edit and by clicking **Edit report**. It opens the report form in the **Report Designer** where you can add, delete, move, and resize the report columns, change the report font, and preview the edited report. Subaccounts /visma-net-erp/getting-started/assisted-setup/subaccounts section In Assisted setup of Subaccounts you can define the subaccounts you want to use throughout the system and set the default subaccount for your company. 2026-02-19T17:09:06+01:00 # Subaccounts In Assisted setup of Subaccounts you can define the subaccounts you want to use throughout the system and set the default subaccount for your company. ## Subaccounts To use subaccounts in your system, go to the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window and enable the **Subaccounts** functionality. Before creating the list of required subaccounts, take the time to think through the whole system of accounts and subaccounts. Changing the structure or length of the subaccount segments after you have started to use Visma Net is difficult and may have unpredictable consequences. Note that if you have not decided to use subaccounts when you set up the system, it will be more difficult to start using them later. ## About subaccounts Subaccounts are used to break down large accounts for better tracking of various company earnings and expenses, or for budget allocation. For example, your company might set up a subaccount for each department to track its revenue and costs. If you enable subaccounts in your system and you specify a regular account, you always need to specify the corresponding subaccount. ## About segments [Segment keys (CS202000)](/visma-net-erp/help/common-settings/common-settings-windows/segment-keys-cs202000/) are categories for which you analyse the financial activities, such as a unit, department, or project. Each segment has a number of segment values. For example, the segment Department may have values for R&D, Marketing, Support, and Sales. The combination of segment values determines the subaccount. You can define the number of segments, the length of each segment and whether the segment should contain letters, numbers, or both. The maximum length of a subaccount is 30 characters. ## Step 1: Create segment In step one, you create the segments for your subaccount. You also need to decide whether you want to use the **on-the-fly entry**. This option allows you to create subaccounts in the workspaces by entering combinations of existing segment values, without having to predefine all combinations in the **Create subaccounts** step. One segment is available by default. You can either overwrite the description, length, and edit mask of this segment. 1. Select **Allow adding new values on the fly** if you want to be able to create subaccounts directly in the workspaces. 1. Click ![icon-add](/media/visma-net-erp/icon-add.png) to add a segment. 1. Enter the **description**, **length**, and **edit mask** (character type). 1. Repeat this process for all segments. 1. Save the changes and click **Next**. ## Step 2: Create segment value In step two you set the values for each segment. Each value represents a specific element within a category. For example, if the segment you created in step one was department, you can not set the value for each department, such as R&D and Marketing. Note that a default value is set for each segment. You can change the description of this default value if you want to use it, if not, delete it. 1. Choose the **segment ID** you want to set the values for. 1. Click ![icon-add](/media/visma-net-erp/icon-add.png) to add a segment value. 1. Enter the **value** and the **description**. 1. Repeat steps 2 and 3 for all values for this segment. 1. Repeat this process for all segments. 1. Save the changes and click **Next**. ## Step 3: Set default subaccount In step three you set the default subaccount. The default subaccount replaces the default system subaccount, which is 0. If you have added a new segment to an existing default subaccount, this step will be displayed, and you can define the default value of the new segment. You can only choose the values you have created in step 2 of the wizard. To set the default subaccount, choose the default segment value for the segment in the drop-down lists. Save your changes and click **Next**. ## Step 4: Create subaccounts In step four, you enter a combination of the segment values to form subaccounts that you can use throughout the system. If you have selected **Allow adding new values on the fly** in step 1, you do not need to predefine all subaccounts, and this step is skipped. The **Allow adding new values on the fly** allows you to create subaccounts directly in the workspaces. 1. Click ![icon-add](/media/visma-net-erp/icon-add.png) to add a subaccount. 1. Enter the values of the **subaccount**. 1. Optionally, enter a **description**. 1. Repeat this process for all subaccounts. 1. Save your changes and click **Finish**. 1. If you have created more than one subaccount, you will be asked if you want to set the default subaccount, if you have not already done that. ## Step 5: Summary The summary gives an overview of all created elements per step. Check the information and click **Close**.

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