Use system-wide actions
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.
Section Content
Import data from a local file to a table
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.
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.
Attach a note to a record
You can attach any text to records, as described in this topic.
Attach a note to a record detail
You can attach a note to a record detail, as described in this topic.
Configure your email account
You personal email address is specified on the General settings tab, in the User settings (SM203010) window.