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 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.