Preliminary configuration
Section Content
About preliminary configuration
You need to perform the following steps before you start setting up customer accounts:
Visma Net entities needed for customer account setup
Before you start setting up customer accounts in Visma Net, you need to configure the entities that will ease the processes of customer account creation and maintenance.
About customer classes
A customer class groups customers that have similar characteristics.
About adjusting customer ledger preferences
Initial configuration of the Customer ledger workspace was performed during implementation.