Management /visma-net-erp/help/management section You can maintain multiple locales and localise the Visma Net user interface to multiple languages. 2026-02-19T17:09:06+01:00 # Management You can maintain multiple locales and localise the Visma Net user interface to multiple languages. You can maintain multiple locales and localise the Visma Net user interface to multiple languages. You can translate application user interface strings directly in the application or by exporting the application strings to a third-party product and importing the translated strings back. With the help of **Field-level audit** you can monitor and record user changes in the windows. An audit trail keeps records of every change a user makes in a monitored window, such as changes to the documents, document properties, customer accounts, employee records, and security policies. You can also see who made the changes and when the user made them. You can also audit entire database tables or only certain database table fields, such as the fields associated with the interface elements in the window. Manage locales and languages /visma-net-erp/help/management/manage-locales-and-languages section Visma Net provides functionality that you can use to perform localisation to one locale or multiple locales. 2026-02-19T17:09:06+01:00 # Manage locales and languages Visma Net provides functionality that you can use to perform localisation to one locale or multiple locales. Visma Net provides functionality that you can use to perform localisation to one locale or multiple locales. In this chapter, you can find information on the translation process and the management of locales. About multi-language support /visma-net-erp/help/management/manage-locales-and-languages/about-multi-language-support section With Visma Net, you can translate user input to multiple languages across the whole system. 2026-02-19T17:09:06+01:00 # About multi-language support With Visma Net, you can translate user input to multiple languages across the whole system. > [!NOTE] > In order to activate this functionality you need to have one of these roles: Financials Administrator, System Administrator, and Financials User. > > All other users can use the functionality once it is activated. ## Usage For example, you can enter a description of a stock item in multiple languages. By using the document language defined on the customer/supplier, you will able to print a localised version in multiple reports. This functionality can be great to use when you do business in other countries, and you want to send business documents in the same language as your customers or suppliers use. The multi-language functionality will also work on electronic invoices. ## Activate You activate the multi-language functionality from the [System locales (SM200550)](/visma-net-erp/help/management/management-windows/system-locales-sm200550/) window, by clicking the **Set up languages** button where you define a default language and then enable the other languages to be used. You can set up as many languages as you want. To add new languages, just click ![icon-add](/media/visma-net-erp/icon-add.png) in the System locales window and then click ![icon-select](/media/visma-net-erp/icon-select.jpg) in the empty field in the **Locale name** column, and add a language from the list. See also: [Activate multi-language](/visma-net-erp/help/management/manage-locales-and-languages/activate-multi-language/). ## Deactivate and reactivate You deactivate the multi-language functionality from the [System locales (SM200550)](/visma-net-erp/help/management/management-windows/system-locales-sm200550/) window, by deselecting the **Active** check box for the default language and click ![icon-save](/media/visma-net-erp/icon-save.png). You can reactivate the functionality by selecting the **Active** check box for the default language and click ![icon-save](/media/visma-net-erp/icon-save.png). The translations you have done in the system are preserved, so you do not have to redo them after you have reactivated the functionality. You can also deactivate another language than the default one, if you for example do not need to translate to that language anymore. Just deselect the **Active** check box for that specific language and click ![icon-save](/media/visma-net-erp/icon-save.png). > [!NOTE] > ** The changes you do directly in the System locales table will override the settings made via the **Set up languages** button. ## Supported windows and fields When you have activated the multi-language functionality, you can translate user input for the fields that have multi-language support. A link to the default language (for example en, ) is displayed next to these text fields in the system. By clicking that link, the **Translations** dialog box opens, where you can add your translations for the languages you have enabled. The table below shows all windows and fields where you can use the multi-language functionality. |Window|Field/column| |---|---| |[Projects (PM301000)](/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/)|Description field| |[Financial year (GL101000)](/visma-net-erp/help/general-ledger/general-ledger-windows/financial-year-gl101000/)|Description column| |[Financial periods (GL201000)](/visma-net-erp/help/general-ledger/general-ledger-windows/financial-periods-gl201000/)|Description column| |[Ledgers (GL201500)](/visma-net-erp/help/general-ledger/general-ledger-windows/ledgers-gl201500/)|Description field| |[Account classes (GL202000)](/visma-net-erp/help/general-ledger/general-ledger-windows/account-classes-gl202000/)|Description column| |[Chart of accounts (GL202500)](/visma-net-erp/help/general-ledger/general-ledger-windows/chart-of-accounts-gl202500/)|Description column| |[Subaccounts (GL203000)](/visma-net-erp/help/general-ledger/general-ledger-windows/subaccounts-gl203000/)|Description column| |[Row sets (CS206010)](/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/)|Description and Value columns| |[Column sets (CS206020)](/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/)|The formula columns in the upper table and the Description and Value lines in the lower table.| |[Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/)|Description and Value columns| |[Cash accounts (CA202000)](/visma-net-erp/help/cash-management/cash-management-windows/cash-accounts-ca202000/)|Description field| |[Payment methods (CA204000)](/visma-net-erp/help/cash-management/cash-management-windows/payment-methods-ca204000/)|Description field| |[VAT (TX205000)](/visma-net-erp/help/vat/vat-windows/vat-tx205000/)|Description field| |[Payment terms (CS206500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/payment-terms-cs206500/)|Description field (also available in Supplier ledger )| |[Overdue charges (AR204500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/overdue-charges-ar204500/)|Description field in Overdue fee settings| |[Customer classes (AR201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/)|Description field| |[Customer price classes (AR208000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-price-classes-ar208000/)|Description column| |[Reason codes (CS211000)](/visma-net-erp/help/inventory/inventory-windows/reason-codes-cs211000/)|Description field| |[Contract templates (CT202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-templates-ct202000/)|Description field| |[Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/)|Description field| |[Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/)|Credit note description| |[Item price classes (IN209000)](/visma-net-erp/help/inventory/inventory-windows/item-price-classes-in209000/)|Description column| |[Item classes (IN201000)](/visma-net-erp/help/inventory/inventory-windows/item-classes-in201000/)|Description field| |[Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/)|Description field and Description tab| |[Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/)|Description field and Description tab| |[Kit specifications (IN209500)](/visma-net-erp/help/inventory/inventory-windows/kit-specifications-in209500/)|Description field| |[Item sales categories (IN204060)](/visma-net-erp/help/inventory/inventory-windows/item-sales-categories-in204060/)|Description field| |[Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/)|Description field| |[FOB points (CS208500)](/visma-net-erp/help/inventory/inventory-windows/fob-points-cs208500/)|Description column| |[Shipping terms (CS208000)](/visma-net-erp/help/sales/sales-windows/shipping-terms-cs208000/)|Description field| |[Countries/counties/postcodes (CS20400S)](/visma-net-erp/help/common-settings/common-settings-windows/countries-counties-postcodes-cs20400s/)|Country field| |[Attributes (CS205000)](/visma-net-erp/help/common-settings/common-settings-windows/attributes-cs205000/)|Description field and Description column| |[Number series (CS201010)](/visma-net-erp/help/common-settings/common-settings-windows/number-series-cs201010/)|New number symbol field| |[Work calendar (CS209000)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/work-calendar-cs209000/)|Name| |[Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/)|The Display name column on the Parameters tab, and the Caption column on the Results grid tab| |[Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/)|The Display name column on the Parameters tab|

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Tasks

Windows

Activate multi-language /visma-net-erp/help/management/manage-locales-and-languages/activate-multi-language section 2026-02-19T17:09:06+01:00 # Activate multi-language > [!NOTE] > In order to activate this functionality you need to have one of these roles: Financials Administrator, System Administrator, and Financials User. > > All other users can use the functionality once it is activated. 1. Go to the [System locales (SM200550)](/visma-net-erp/help/management/management-windows/system-locales-sm200550/) window. 1. Click the **Set up languages** button. The **Languages** dialog box will open. 1. In the **Default language** field, click ![icon-select](/media/visma-net-erp/icon-select.jpg) and select a default language. For example English. The default language will be used when you have not set up any translations for the specific text field. 1. Select which languages you want use when translating the values in the text fields that have multi-language support. [About multi-language support](/visma-net-erp/help/management/manage-locales-and-languages/about-multi-language-support/). See also:

Related pages

Concepts

Windows

Select your locale settings /visma-net-erp/help/management/manage-locales-and-languages/select-your-locale-settings section In Visma Net, you can specify your country settings, such as date, time, and number format (as described in this topic), so that correct data are applied when you create documents in the system. 2026-02-19T17:09:06+01:00 # Select your locale settings In Visma Net, you can specify your country settings, such as date, time, and number format (as described in this topic), so that correct data are applied when you create documents in the system. 1. Go to the [User settings (SM203010)](/visma-net-erp/help/management/management-windows/user-settings-sm203010/) window. 1. Click the **Custom** **local format** tab. 1. In the **Format** field, click ![icon-select](/media/visma-net-erp/icon-select.jpg). The **Select - Format** dialog box is displayed. 1. Select the **Locale name** that you want to use for your user account. You can type the abbreviation for you country in the search field, or use the arrows at the bottom to change pages until you find what you are looking for. The system now fills in the parameters of the locale in the **Date and time formats** and **Number format** sections. 1. Optional: Change the settings in the **Date and time formats** and **Number format** sections. 1. Click **![icon-save](/media/visma-net-erp/icon-save.png)**. Translate filter tab captions /visma-net-erp/help/management/manage-locales-and-languages/translate-filter-tab-captions section In Visma Net, you can translate tab captions for filters with multiple tabs, as described in this topic. 2026-02-19T17:09:06+01:00 # Translate filter tab captions In Visma Net, you can translate tab captions for filters with multiple tabs, as described in this topic. In Visma Net, you can translate tab captions for filters with multiple tabs, as described in this topic. You need to use the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window to perform this translation. Before you begin, you need to enable multilingual user input. 1. Go to the [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/) window. 1. In the **Filter ID** field, select the name of the filter tab whose caption you want to translate. 1. To the right of the **Name** field, click the link with the language ISO code to open the **Translations dialog box**. 1. Type the translations of the caption in the necessary languages. 1. Close the **Translations dialog box**. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). 1. Repeat Steps 2–6 for every filter tab whose caption you want to translate. Translate column captions for a generic inquiry /visma-net-erp/help/management/manage-locales-and-languages/translate-column-captions-for-a-generic-inquiry section In Visma Net, you can translate the column captions of a results grid for a generic inquiry, as described in this topic. 2026-02-19T17:09:06+01:00 # Translate column captions for a generic inquiry In Visma Net, you can translate the column captions of a results grid for a generic inquiry, as described in this topic. In Visma Net, you can translate the column captions of a results grid for a generic inquiry, as described in this topic. You need to use the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window for translation. Before you begin, you need to enable multilingual user input. 1. Go to the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window. 1. In the **Inquiry title** field, select the generic inquiry whose elements you want to translate. 1. In the **Caption** column of the **Results grid** tab, click the language ISO code link to open the **Translations** dialog box. 1. Type the translations of the column caption in the necessary languages. 1. Close the **Translations** dialog box. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). 1. Repeat Steps 3–6 for every column whose caption you want to translate. Translate parameter display names for a generic inquiry /visma-net-erp/help/management/manage-locales-and-languages/translate-parameter-display-names-for-a-generic-inquiry section In Visma Net, you can translate the display names for the parameters of a generic inquiry, as described in this topic. 2026-02-19T17:09:06+01:00 # Translate parameter display names for a generic inquiry In Visma Net, you can translate the display names for the parameters of a generic inquiry, as described in this topic. In Visma Net, you can translate the display names for the parameters of a generic inquiry, as described in this topic. You need to use the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window for translation. Before you begin, you need to enable multilingual user input. 1. Go to the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window. 1. In the **Inquiry title** field, select the generic inquiry whose elements you want to translate. 1. In the **Display name** column of the **Parameters** tab, click the language ISO code link to open the **Translations dialog box**. 1. Type the translations of the parameter name in the necessary languages. 1. Close the **Translations dialog box**. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). 1. Repeat Steps 2–6 for every parameter whose name you want to translate. Manage field level audit /visma-net-erp/help/management/manage-field-level-audit section An audit trail is a series of records of activities in an application. 2026-02-19T17:09:06+01:00 # Manage field level audit An audit trail is a series of records of activities in an application. An audit trail is a series of records of activities in an application. In Visma Net, you can keep different audit trails, each devoted to a particular type of activity, such as system events and user activities. In this topic, you can find information on the field-level audit functionality which allows you to configure and manage audit trails that record user changes in the windows About field-level auditing /visma-net-erp/help/management/manage-field-level-audit/about-field-level-auditing page The development of automatic data processing has made it necessary to consider protecting sensitive information. 2026-02-19T17:09:06+01:00 # About field-level auditing The development of automatic data processing has made it necessary to consider protecting sensitive information. The development of automatic data processing has made it necessary to consider protecting sensitive information. In certain highly regulated industries, companies must implement auditing to address identity-management concerns related to compliance issues. If your company wants to ensure accountability and the ability to track user actions in the system, or wants to implement sound auditing procedures, you can use the field-level auditing available in Visma Net. Field-level auditing functionality gives you the ability to monitor and record user actions in Visma Net windows as recorded in the system. The audit trail holds records of every change users have made in the monitored windows, such as changes to documents and their properties, modifications to customer accounts or employee records, and changes in security policies. You can also see who made the changes and when they took place. ## Managing access to field-level audit functionality Before you start configuring and turning on auditing for specific windows, you must enable the **Field-level audit** functionality. To give users the ability to configure, turn on, and turn off auditing of windows, as well as view the audit trails, you assign them the **Field-level audit** role and give them access to the windows used to manage field-level auditing. For more information, see: [About management of access to field-level audit functionality](/visma-net-erp/help/management/manage-field-level-audit/about-management-of-access-to-field-level-audit-functionality/). ## Configuring and turning on auditing of a window If you want to maintain a record of user activity in any window, you can configure and turn on auditing of the window. Granular auditing is configured, turned on, and turned off on a per-window basis. After the window audit is configured, you can quickly turn on and off auditing of the window. When you turn on the audit, every time a user makes changes to a document associated with the window and clicks **Save**, a record is added to the audit trail the system maintains for the window. This record contains the details of the modification, including who modified the document, what changes were made, and when the changes occurred. For more granular control, you can perform auditing of individual database tables associated with the windows and specific database table fields. You can audit entire database tables or only certain database table fields, such as the fields associated with the interface elements on the window. For more information, see: [Configure and turn on field-level auditing for a window](/visma-net-erp/help/management/manage-field-level-audit/configure-and-turn-on-field-level-auditing-for-a-window/). ## Viewing an audit trail When auditing is turned on for a window, you can select a document and view the changes made to the document directly from the window by clicking **Audit history** on the **Help** menu. The audit trail shows who modified the document and when, what window was used, when the modification took place, and what changes were made. Also, you can view all the changes made in the database tables of the audited window. The audit trail shows the user who modified the document, the date and time of the update, and the details of the modification of the selected database table. You can filter the modifications that you view in any audited database table by user and by date range.

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Tasks

About management of access to field-level audit functionality /visma-net-erp/help/management/manage-field-level-audit/about-management-of-access-to-field-level-audit-functionality page To make it possible for users to configure, turn on, and turn off auditing of windows, as well as view audit trails, you enable the Field-level audit functionality and then configure user access to the field-level audit functionality, as described in this article. 2026-02-19T17:09:06+01:00 # About management of access to field-level audit functionality To make it possible for users to configure, turn on, and turn off auditing of windows, as well as view audit trails, you enable the Field-level audit functionality and then configure user access to the field-level audit functionality, as described in this article. ## Enabling the field-level audit functionality To allow the use of field-level auditing in your system, you enable the **Field-level audit** functionality by using the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window. ## Managing access to field-level audit functionality You give users access only to the system objects that they need to accomplish their jobs: + To let a user configure, turn on, and turn off auditing of the windows, give the user access to the [Audit (SM205510)](/visma-net-erp/help/management/management-windows/audit-sm205510/) window. + To let a user view the audit trail directly from an audited window, assign the user the **Field-level audit** role. When you assign this role to a user, the **Audit history** command in the **Help** menu on the window title bar becomes available to the user. The user can open any audited window, select a document created by using the window, and click **Audit history** to view the audit trail for the selected document. + To let a user view the complete audit trail for the window, give the user access to the [Audit history (SM205530)](/visma-net-erp/help/management/management-windows/audit-history-sm205530/) window. + To let a user view the list of forms for which auditing is configured and check whether auditing is turned in for each window, give the user access to the [Audit (SM205520)](/visma-net-erp/help/management/management-windows/audit-sm205520/) window. In Visma Net, you manage access to system objects by using roles.

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Tasks

Configure and turn on field-level auditing for a window /visma-net-erp/help/management/manage-field-level-audit/configure-and-turn-on-field-level-auditing-for-a-window section Once field-level auditing is enabled in your system, you configure and turn on auditing for each window you want to monitor. 2026-02-19T17:09:06+01:00 # Configure and turn on field-level auditing for a window Once field-level auditing is enabled in your system, you configure and turn on auditing for each window you want to monitor. Once field-level auditing is enabled in your system, you configure and turn on auditing for each window you want to monitor. For the audited window, you can control the extent of the auditing by turning on auditing of particular database tables and fields associated with the window. Also, you can quickly turn on or off auditing of the individual database tables or the entire window. ## Configure auditing of a specific window 1. You use the [Audit (SM205510)](/visma-net-erp/help/management/management-windows/audit-sm205510/) window to configure auditing in one of the following ways: + By navigating directly to the [Audit (SM205510)](/visma-net-erp/help/management/management-windows/audit-sm205510/) window and selecting the window to be audited: 1. On the **System** tab, click **Management**. In the left pane, click **Manage** - **Audit**. 1. In the top part, in the **Window name** field, select the window for which you want to configure auditing. + By accessing the [Audit (SM205510)](/visma-net-erp/help/management/management-windows/audit-sm205510/) window from the window to be audited, if auditing is not turned on for the selected window: 1. Open the window for which you want to configure auditing. 1. In the window toolbar, on the **Help** menu, click **Audit history** to open the **Field-level audit** dialog box. If the **Audit history** command is missing, the selected window doesn't support field-level auditing. 1. Click **Enable** to open the [Audit (SM205510)](/visma-net-erp/help/management/management-windows/audit-sm205510/) window with the window from which you navigated to this dialog box selected in the **Window name** field of the top part. 1. Optional: In the **Description** field, type a description of the auditing of this window. 1. In the **Show fields** field, select one of the available options to set this option in the **Show fields** column in the **Tables** table for all database tables. 1. Select the **Active** check box to turn on auditing of the window, or clear the check box to turn it off. 1. In the **Tables** table, select the **Active** check box for the database table you want to audit. By default, auditing is turned off for all the database tables associated with the window. 1. In the **Show fields** column, select one of the available options to view the fields shown on the user interface or all the fields of the selected database table in the **Fields** table. 1. In the **Fields** table, select the **Active** check box for the fields you want to audit. By default, all the database table fields shown in the **Fields** table are selected for audit. 1. Repeat Steps 5 through 7 for each database table you want to audit. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). After you turn on auditing for the window, the system monitors and records the changes to the documents created by the window. You can view the audit trail of each document. ## Turn on auditing for the window If auditing of the window is configured but turned off, use one of the following ways to turn on the auditing. First way: 1. Go to the [Audit (SM205510)](/visma-net-erp/help/management/management-windows/audit-sm205510/) window. 1. In the table, click the name of the window you want to audit. This opens the [Audit (SM205510)](/visma-net-erp/help/management/management-windows/audit-sm205510/) window in the new browser window with the window you clicked selected in the **Window name** field in the top part. 1. Select the **Active** check box. 1. In the window toolbar, click **Save and close** to turn on auditing and close the browser window. Second way: 1. Go to the [Audit (SM205510)](/visma-net-erp/help/management/management-windows/audit-sm205510/) window. 1. In the top part, in the **Window name** field, select the window you want to audit. 1. Select the **Active** check box. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png) to turn on auditing. ## Turn off auditing for the window First way: 1. Go to the [Audit (SM205510)](/visma-net-erp/help/management/management-windows/audit-sm205510/) window. 1. In the table, click the name of the window you want to audit. This opens the [Audit (SM205510)](/visma-net-erp/help/management/management-windows/audit-sm205510/) window in the new browser window with the window you clicked selected in the **Window name** field in the top part. 1. Clear the **Active** check box. 1. In the window toolbar, click **Save and close** to turn off auditing and close the browser window. Second way: 1. Go to the [Audit (SM205510)](/visma-net-erp/help/management/management-windows/audit-sm205510/) window. 1. In the top part, in the **Window name** field, select the window. 1. Clear the **Active** check box. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png) to turn off auditing. When you turn off auditing, the monitoring of the changes is turned off, but the configuration of the audit is left intact. ## Example To configure and turn on auditing of the fields shown on the interface in the [Journal transactions (GL301000)](/visma-net-erp/help/general-ledger/general-ledger-windows/journal-transactions-gl301000/) window, do the following: 1. Go to the [Journal transactions (GL301000)](/visma-net-erp/help/general-ledger/general-ledger-windows/journal-transactions-gl301000/) window. 1. In the top part, in the **Batch number** field, select a batch. 1. On the window title bar, on the **Help** menu, click **Audit history**. 1. In the **Field-level audit** dialog box, click **Enable**. This opens the [Audit (SM205510)](/visma-net-erp/help/management/management-windows/audit-sm205510/) window with the [Journal transactions (GL301000)](/visma-net-erp/help/general-ledger/general-ledger-windows/journal-transactions-gl301000/) window selected in the **Window name** field. 1. Make sure that the **Active** check box is selected to turn on the audit immediately after you save your changes. 1. In the **Show fields** field of the top part, select **UI fields**.This changes the values in the **Show fields** column in the **Tables** table to **UI fields**. 1. In the **Tables** table, select the **Active** check box for the database table. 1. Make sure that all the database table fields in the **Fields** table are selected. 1. Repeat Steps 7 and 8 for every database table. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png).

Related pages

Concepts

Manage search /visma-net-erp/help/management/manage-search section Within Visma Net, users can search wikis and various system entities, thus making the process of looking up for data quick and easy. 2026-02-19T17:09:06+01:00 # Manage search Within Visma Net, users can search wikis and various system entities, thus making the process of looking up for data quick and easy. Within Visma Net, users can search wikis and various system entities, thus making the process of looking up for data quick and easy. This topic describes the main points in search configuration and management. Search in Visma Net /visma-net-erp/help/management/manage-search/search-in-visma-net page Within Visma Net, users can perform searches in help, wikis, and various entities, such as suppliers, customers, invoices, and contracts. 2026-02-19T17:09:06+01:00 # Search in Visma Net Within Visma Net, users can perform searches in help, wikis, and various entities, such as suppliers, customers, invoices, and contracts. Within Visma Net, users can perform searches in help, wikis, and various **entities**, such as suppliers, customers, invoices, and contracts. To make the process quick and accurate, Visma Net uses semantic search and search indexes. ## Semantic search in Visma Net Visma Net uses semantic search through SQL databases that allows the system to identify the key phrases in text or documents, discover similar or related documents, and provide information to explain how documents are similar or related. To employ semantic search in your Visma Net instance, make sure that semantic search functionality is enabled in your SQL server. + In Microsoft SQL Server, the semantic search functionality is disabled by default. + In MySQL Server, the semantic search functionality is enabled by default. ## Search indexes The search indexes are used to accelerate searching in Visma Net. When users perform the day-to-day operations, such as adding new documents or updating customer accounts, the new information is added to the appropriate search indexes automatically. You need to update the search indexes only after you upgraded your Visma Net system from a version that did not include the search indexes. For detailed procedure, see: [Build search indexes](/visma-net-erp/help/management/manage-search/build-search-indexes/). Build search indexes /visma-net-erp/help/management/manage-search/build-search-indexes page After you have upgraded your system from a version that did not include the search indexes, you use the Rebuild full-text entity index (SM209500) window to build search indexes. 2026-02-19T17:09:06+01:00 # Build search indexes After you have upgraded your system from a version that did not include the search indexes, you use the Rebuild full-text entity index (SM209500) window to build search indexes. For more information: [Rebuild full-text entity index (SM209500)](/visma-net-erp/help/management/management-windows/rebuild-full-text-entity-index-sm209500/). After you have upgraded your system from a version that did not include the search indexes, you use the [Rebuild full-text entity index (SM209500)](/visma-net-erp/help/management/management-windows/rebuild-full-text-entity-index-sm209500/) window to build search indexes. 1. Go to the [Rebuild full-text entity index (SM209500)](/visma-net-erp/help/management/management-windows/rebuild-full-text-entity-index-sm209500/) window. 1. Click **Process all**. The indexing of the data may take some time. The green check mark appears for the indexes after their successful creation. The red appears for the indexes that could not be built. 1. For each index that could not be built, do the following: + Select the index, and then click **Process**. The system tries to make the index again. 1. If the problem persists, you can recreate the indexes as follows: 1. Click **Clear all indexes**. 1. Repeat Steps 2 and 3 to build indexes anew. 1. If your system includes custom wikis, build indexes for such wikis. Click **Index custom articles**. The indexes are added to the system. The existing indexes are updated automatically. Management windows /visma-net-erp/help/management/management-windows section On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the screen. 2026-02-19T17:09:06+01:00 # Management windows On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the screen. Each item contains a workspace with tiles and categories. Audit (SM205510) /visma-net-erp/help/management/management-windows/audit-sm205510 page You can use this window to configure, turn on, and turn off the auditing of specific windows. 2026-02-19T17:09:06+01:00 # Audit (SM205510) You can use this window to configure, turn on, and turn off the auditing of specific windows. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The top part You use this area to select a window for auditing and to specify summary data about auditing of this window.
Element Description
Window name The name of the window (screen) for which auditing is configured.
Description The description of auditing of this window.
Show fields

An option that determines which fields of the database table will be displayed in the Fields table for all database tables. You select one of the following options for all database tables in the Show fields column in the Tables table:

All fields
All fields of the selected database table, including hidden fields, will be shown in the Fields table.
UI fields
Only the visible fields (that is, those shown on the user interface) of the selected database table will be displayed in the Fields table.

You can select one of these options for each table individually as well.

Active A check box that you select to turn on auditing of the window when you click Save. Clear the check box and click Save to quickly turn off auditing of the window.
## The Tables table This table contains the database tables associated with the selected window. You can turn on or off auditing of each database table individually.
Column Description
Active A check box you select to audit the database table.
Table The name of the database table you want to audit.
Description A description of the database table you want to audit.
Show fields

An indicator of which fields of the database table will be displayed in the Fields table. Select one of the following options:

All fields
All fields of the selected database table, including hidden fields, will be shown in the Fields table.
UI fields
Only the fields of the selected database table shown on the user interface will be shown in the Fields table.
## The Fields table In this table, you can view the fields of the selected database table. You can turn on or off auditing of each field individually.
Column Description
Active A check box you select to audit the field.
Field The name of the field in the selected database table.
Audit (SM205520) /visma-net-erp/help/management/management-windows/audit-sm205520 page In this window, you can view all the windows with auditing configured and check whether auditing is turned on for each of the windows. 2026-02-19T17:09:06+01:00 # Audit (SM205520) In this window, you can view all the windows with auditing configured and check whether auditing is turned on for each of the windows. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The table In this table, you can view the list of windows for which auditing is configured in the system, along with basic information about the auditing of each window. You can click a window name to open the [Audit (SM205510)](/visma-net-erp/help/management/management-windows/audit-sm205510/) window for it; in this window, you can view and modify the details of the auditing of the selected window.
Column Description
Audited window ID The ID of the window for which auditing is configured.
Audited window name The name of the window for which auditing is configured.
Active A check box that (if selected) indicates that auditing is turned on for the window.
Description The description of the auditing of this window.
Created by The user who initially configured the auditing of the window.
Created on The time when auditing of the window was initially configured.
Audit history (SM205530) /visma-net-erp/help/management/management-windows/audit-history-sm205530 page You can use this window to view the audit trail of the audited window or the recorded database table changes that are associated with the modifications of the documents made by using the audited window. 2026-02-19T17:09:06+01:00 # Audit history (SM205530) You can use this window to view the audit trail of the audited window or the recorded database table changes that are associated with the modifications of the documents made by using the audited window. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You can use this window to view the audit trail of the audited window or the recorded database table changes that are associated with the modifications of the documents made by using the audited window. The audit trail shows the user who modified the document, the date and time of the update, and the details of the modification of the selected database table. You can filter the modifications that you view in any audited database table by user and by date range. ## The window toolbar . The form-specific buttons are listed below.
Button Description
Manage Opens the Audit (SM205510) window for the selected audit.
## The top part You use this area to specify the window and database table associated with the window for which you want to view the audit trail. You can also specify a particular user and date range.
Element Description
Window ID Required. The ID and the name of the screen (window) whose audit trail you want to see.
User The user who made the changes. Select a user if you want to view the changes made by the user. You can leave the box blank to view all recorded changes.
Start date The start date of the date range during which the changes took place. Specify a date if you want to view the changes made starting with this date.
Table name Required. The database table for which you want to see the audit trail.
End date The end date of the date range during which the changes took place. Specify a date if you want to view the changes made up to this date.
## The Records table This table displays the records of the modifications of the selected database table. The contents of this table depend on the database table you selected in the **Table name** field. ## The Events table This table shows who changed the record, when were the changes made, what operation was done, and the details of the modifications of the database table.
Column Description
Operation The type of recorded operation.
Date and time The date and time of the event.
User The user who modified the record.
Record columns The columns that display the changes in the selected record. If a column is blank, the value in the column was unmodified.
AutoInvoice settings (CS10250S) /visma-net-erp/help/management/management-windows/autoinvoice-settings-cs10250s page 2026-02-19T17:09:06+01:00 # AutoInvoice settings (CS10250S) This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The window toolbar
Button Description
Actions

Provides the following menu command, which you can click to invoke action:

Change ID: Opens the Specify new ID dialog box, where you can specify a new ID for the currently selected company.

## The top part
Element Description
Branch ID The unique ID assigned to the branch.
Branch name The name of the branch.
Company The company that is a part of the branch.
Corporate ID The unique ID corporate ID for the company.
Active A check box that indicates (if selected) that the branch is an active branch.
Main Office A check box indicating (if selected) that the branch mentioned is the main office.
## The AutoInvoice tab ### The Sending invoices section
Element Description
Use printing services Select this check box if you want to use the printing services for AutoInvoice.
I accept the pricing agreement and want to use printing services Select this check box to confirm that you agree to the pricing scheme of the printing services.
Do not send invoices as PDF via email Select this check box if you do not want to send invoices as PDF using email.
Automatically mark file attachments to be sent to AutoInvoice Select this check box if you want file attachments that are added to the invoice to be sent to AutoInvoice. If you do not select it, you need to mark attachments for sending to AutoInvoice.
Contact person The contact person’s name. Use the contact fields to enter contact information when mails are sent from AutoInvoice to the invoice receiver.
Contact email The contact person’s email address. Use the contact fields to enter contact information when mails are sent from AutoInvoice to the invoice receiver.
Contact phone The contact person’s telephone number. Use the contact fields to enter contact information when mails are sent from AutoInvoice to the invoice receiver.
### B2C service for sending consumer e-invoice to bank
Element Description
Activate (button)

This button is only available if the agreement for sending consumer e-invoices to bank is inactive.

Click Activate if you want to start sending consumer e-invoices to bank.

Clicking Activate will open a dialog box where you enter your contact information (email address). You will receive an email that will initiate your agreement with AutoInvoice for using e-invoices with your bank. After receiving the email, you have three days to activate.

Deactivate (button) (button)

This button is only available if the agreement for sending consumer e-invoices to bank is active.

Click Deactivate to stop sending consumer e-invoices to the bank. You will be able to reactivate again later and start a new agreement.

Activation status A text indicating current activation status.
### The Invoice response messages section
Element Description
Activate Select this to activate the use of invoice response messages.
Activation status A text indicating current activation status.
Activation status message A message that explains the status of activation. If you get an error message instead of a status message, please contact Support.
### The Receiving invoices section
Element Description
Use AutoInvoice for receiving electronic invoices Select this check box to confirm that you want to use AutoInvoice for receiving e-invoices.
Use the ELMA register Select this check box if you want to use the ELMA register. This enables suppliers to send you electronic invoices without having established an electronic invoice agreement beforehand. Being registered in ELMA, you commit to receive files in “Elektronisk handelsformat” (EHF).
Contact’s email address The contact’s email address.
### The Scanning services section
Element Description
Activate (button) Click Activate if you want to use scanning services.
Scan account is deactivated (button) This button is only active if you have activated the AutoInvoice service and you want to deactivate it.

Your scan address

Electronic scan address (pdf files can be sent to this email address

Enter the email address to which you want to receive PDF files.
### The Postal scan address for paper invoices section
Element Description
Company name The name of the company you want to send paper invoices to.
Scanning ID The scanning ID is the ID you get from AutoInvoice, which recognises your scanning contract. It is automatically filled in when you activate the service.
Postal address The postal address of the company.
Postcode The postal code of the company’s address.
City The name of the place connected to the postal code.
### The AutoInvoice section
Element Description
AutoInvoice endpoint The name of the endpoint used for AutoInvoice.
### The Invoice import settings section
Element Description
High level VAT ID The high level VAT category you want to use on imported invoices.
Medium level VAT ID The medium level VAT category you want to use on imported invoices.
Low level VAT ID The low level VAT category you want to use on imported invoices.
Zero level VAT ID The zero level VAT category you want to use on imported invoices.
### The VAT setting for Invoice inbox section
Element Description
Non-taxable Select Non-taxable if you want all invoices coming in to the Invoice Inbox (AP50604S) to be categorised as non-taxable documents. Only gross amounts will be on invoices that are without VAT.
Scanned invoices: Calculate net amount based on VAT amount When this option is checked, Invoice inbox treats scanned invoices differently by taking the VAT amount as the starting point instead of the net amount. Then Invoice Inbox (AP50604S) calculates backwards the net amount. The difference between the sum of the VAT amount and the calculated net amount and the total invoice amount from the scanned invoice are is then updated to the rounding difference.
### The AutoInvoice setting section
Element Description
Activate AutoInvoice (button)

You can click this button to activate AutoInvoice. A KYC verification email will automatically be sent to the customer administrator’s email address. This email can be forwarded to a company signatory, to complete the KYC process that is associated with the activation of AutoInvoice. See also: About Know your customer (KYC).

This button is only visible when AutoInvoice is not activated.

Activation status

The activation status of AutoInvoice:

  • Not activated - this status indicates that AutoInvoice has not been activated for this company / branch.
  • Activated - this status indicates that AutoInvoice has been activated for this company / branch.
Activation status message A message that explains the status of activation. If you get an error message instead of a status message, please contact Support.
Verified (KYC) status

The verification status for the KYC process:

Unverified
this status indicates that the KYC process has not been completed.
Verified
this status indicates that the KYC process has been completed.

This status is only visible when the activation status of AutoInvoice is Activated .

Verify KYC (button)

You can click this button to start the KYC process. A pop-up window will appear and you can follow the instructions to complete this process. See also: About Know your customer (KYC).

This button is only visible when the activation status of AutoInvoice is Activated and the Verified (KYC) status is Unverified.

### The Link company to AutoInvoice account section
Element Description
Link Click this button to link the company to the AutoInvoice account.

Related pages

Concepts

Company template (CS10300S) /visma-net-erp/help/management/management-windows/company-template-cs10300s page This window is used to create a template to efficiently set settings when creating new companies. 2026-02-19T17:09:06+01:00 # Company template (CS10300S) This window is used to create a template to efficiently set settings when creating new companies. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. The template will be based on settings for all windows in the list in the table section. Settings are based on the company you are logged in to. Available windows are listed in the windows table. This template can be used in the first time start up for new companies. ## The top part
Element Description
Template name Enter the name of the template you want to create.
Make available Select this check box to make the template available at first time start up of new companies.
Access code

An access code to limit the access for this template. We recommend a logical name to group/categorise the templates.

It is possible to use the same access code for several template.

This filed is alphanumeric, up to 255 characters.

The code will be used in the first time start up for new companies.

Element Description
Category

Settings implemented in the template will be retrieved from all categories/the complete list of windows displayed. To view specific settings in windows, you can select a category to simplify the search for the window.

It is not possible to select individual windows within a category.

After creating a template, it will be possible to change individual settings.

The categories are:

  • Show all categories
  • Preferences
  • Classes
  • Miscellaneous setup data
  • Reports
## The table
Column Description
Window Name and link to windows you want to use to create the template. The settings in these windows will be replicated when using this template during first time start up.
Module name The workspace in Visma Net where the window resides.
Category The category selected in the above part of this window.
Document templates (SM209020) /visma-net-erp/help/management/management-windows/document-templates-sm209020 page You can use the elements in this area to select an existing template for editing or create a new template. 2026-02-19T17:09:06+01:00 # Document templates (SM209020) You can use the elements in this area to select an existing template for editing or create a new template. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. The window toolbar
Button Description
Save to clipboard Places the template on the clipboard so that you can paste it on the appropriate form.
The top part
Element Description
Template ID The unique identifier of the template, which the system assigns automatically when you save the template for the first time.
Window ID The window ID of the form used to create the template.
Description A description of the template. An alphanumeric string of up to 30 characters can be used. This required description also serves as a template identifier.
Graph The system graph associated with the form that was used to create the template.
The table
Column Description
Active A check box that indicates to the system (if selected) that the field (that is, the user interface element) specified by the row will have no assigned value for this template. If on the form, the field gets a default value, this will occur once the template is used for a new document.
Line A read-only value.
Container The area or tab of the form to which the field belongs.
View A read-only value. The view on the form this line belongs to.
Type The type of the internal object the field is related to.
Field The field in the area of the form specified as the container.
Value The value of the field to be used for the template.
Template ID The ID of the document template.
File maintenance (SM202510) /visma-net-erp/help/management/management-windows/file-maintenance-sm202510 page You can use this window to view properties of the selected file, to import a new version or delete an old version of the file, and to check the file out for editing or check in an updated version. 2026-02-19T17:09:06+01:00 # File maintenance (SM202510) You can use this window to view properties of the selected file, to import a new version or delete an old version of the file, and to check the file out for editing or check in an updated version. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. In this window, you can define a primary document or article if the initial primary document or article (from which the roles inherit the access rights to this file) to which the file was attached was renamed or deleted. Also, you can view and edit the access rights that roles have to the file and configure synchronisation of the file with an external file or folder. ## The window toolbar
Button Description
Check out Closes (denies) access to the file for all users except you.
Undo checkout Opens access to a file that was previously checked out.
Upload new version Invokes the File upload dialog box, which you can use to import a new version of the selected file.
Get latest version Downloads the latest version of the file from the database.
Synchronisation Offers options you can select to define the direction of synchronisation: Import file or Export file.
## The top part You use this area to view the file name and whether the file is checked out and by whom.
Element Description
File The name of the file.
Checked out by A read-only field that shows the user name of the user who checked the file out (if applicable).
Checkout comment A read-only field that shows any comment provided by the user who checked out the file (if it has been checked out).
Is hidden A check box you select to cause the file to be hidden for users accessing the system from outside, such as through file transfer protocol (FTP).
External link The external link to the file.
Wiki link The internal link to the file.
WebDAV link The WebDAV link to the file.
## The Versions tab The table on this tab displays all versions of the file.
Button Description
View selected version Opens the selected version in a new browser window.
Column Description
Version ID A read-only field that shows the number of the version.
Created by A read-only field that shows the user who imported this version.
Creation time A read-only field that shows the date when the version was imported.
File size A read-only field that shows the size of the file.
Comment Any additional information that has been provided at the time of import about the version.
Original name (if different) The original name of the file, if it is different from the current name.
## The Articles tab This tab displays the list of articles the file is attached to, including the primary article.
Element Description
Name The name of the primary article (from which the roles inherit the access rights to this file) the file is attached to.
Button Description
Latest only If highlighted, indicates that the list currently includes only the latest versions of articles (if article versioning is turned on). Click the button to view all versions that have the file attached.
Open Opens the selected article or article version.
Column Description
ID A read-only field that shows the ID of the article the file is attached to.
Language A read-only field that shows the language of the file version.
Page version ID A read-only field that shows the ID of the article version that has the file attached.
Name A read-only field that shows the name of the file.
## The Entities tab This tab displays the list of system entities—such as stock items and supplier, customer, and employee accounts—the file is attached to.
Button Description
View entity Navigates to the appropriate window with the record displayed.
Column Description
Entity A read-only field that shows the system entity (by its graph name) the file is attached to.
Row values A read-only field that shows a description of the record that uniquely identifies the record in the system.
## The Access rights tab This tab displays the list of roles with their access rights for the file. The access rights the roles have to the file are inherited from the rights of the primary article or the primary window.
Element Description
Is public (the file ignores access rights and is visible to everyone) A check box that you select to make the system ignore any access rights specified for the file and display it to all users.
Wiki

The name of the wiki that contains the primary article.

For the file, you select the primary article in the selected wiki or the primary window.

Primary page

The wiki article that defines the access rights the role has to the file.

By default, it is the article to which the file was attached for the first time.

For the file, you select the primary article in the selected wiki or the primary window.

Primary window

The window that defines the access rights the role has to the file.

By default, this is the window to which the file was first attached.

For the file, you select the primary article in the selected wiki or the primary window.

Access rights A table with a read-only list of roles defined in the system and their access rights to the primary article or window. For more information, see: About levels of access rights.
## The Synchronisation tab You use this tab to configure synchronisation between the selected file and an external file or folder, which is specified on this tab. If synchronisation is with a folder, when exported from the system, the versions of the internal file become files within the folder, and, when imported into the system, the files within the folder are uploaded as versions of the internal file.
Element Description
Synchronise A check box that you select to indicate that file synchronisation is required.
Synchronisation type

The synchronization type to be used for the file. You can select one of the following options:

FTP
To synchronise files by using FTP.
HTTP
To perform synchronisation with a file specified by its URL.
Shared folder
To perform synchronisation with a shared folder or a file in the shared folder. Once selected, this option enables the Synchronise folder content check box.
Path The path to the external file or folder.
Login

The login to be used to access the file.

If you synchronise files with an FTP server, you should use a login without @, /, or \ characters in synchronisation settings. Otherwise Visma Net will not be able to connect to the server.

Password The password to be used to access the file.
Synchronise folder content The check box you select to indicate that synchronisation with the folder (specified by the path) is required. This option is available only for the Share folder option.
Import file validation mask The validation regexp mask to be used to import the folder content into the system. If you specify a mask, the system validates the file name (without the path) according to specified regexp. The regexp syntax complies with.Net Regular Expressions, and is case-insensitive and multi line. The field becomes available when you specify synchronisation type and path.
Export file naming format The format of the file name when the file is exported from the system.
Last import date The date when an import was last performed.
Last export date The date when an import was last performed.

Related pages

Tasks

Windows

Rebuild full-text entity index (SM209500) /visma-net-erp/help/management/management-windows/rebuild-full-text-entity-index-sm209500 page You use this window to update search indexes for Visma Net entities and wikis. 2026-02-19T17:09:06+01:00 # Rebuild full-text entity index (SM209500) You use this window to update search indexes for Visma Net entities and wikis. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The window toolbar
Button Description
Process Updates search indexes of the selected entities.
Process all Updates all existing search indexes.
Schedules

In the drop-down list you have the following options:

  • Add Once a schedule is added to this window, the following options are also available:

This opens the Automation schedules (SM205020) window as a pop-up. Here you can create and add automation schedules. For more information, see: Schedule processing.

  • History
  • Delete
  • Delete all
  • View
Clear all indexes Clears all existing search indexes.
Index custom articles Creates search indexes custom wikis. Created indexes for wikis are not displayed in the window.
## The table
Column Description
Name The short description of the entity.
Entity The entity for which the search index is available.
Search in files (SM202520) /visma-net-erp/help/management/management-windows/search-in-files-sm202520 page You can use this window to find specific files that have been imported into the system. 2026-02-19T17:09:06+01:00 # Search in files (SM202520) You can use this window to find specific files that have been imported into the system. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You can search the files by the form to which the file was imported or by any combination of the following criteria: + Any text contained in the file name + The author or creator of the file + The date range during which the file was added to the system + The user who checked out or added the file ## The top part You can use this area to specify search criteria that might help you find the file you want to locate.
Element Description
File name contains The name of the file (that you want to locate) or any text that the file name contains.
Added from

The start date of the date range during which the files to be shown were added.

Specify this date if you want to view the files added during a particular date range, or leave the field blank to view the files added any time after system initialisation.

To

The end date of the date range during which the files to be shown were added.

Select this date or leave the field blank to view the files added up to the current date.

Added by The username of the employee who added the files to be shown.
Checked out by The username of the employee who checked out the files to be shown.
## The Left pane This pane contains a tree-like structure that includes the **Unassigned** node and the nodes for the system modules and workspaces that have documents with attached files. The **Unassigned** node contains files that are not attached to any document. (This might happen, for example, if the document to which the file was attached has been deleted.) When you first use the system, the left pane contains only one root node with the **Unassigned** node. The tree in the pane becomes populated as users add files to the system by using specific forms. For example: A module and the workspace within it appears on the site tree only after at least one file has been attached to a record (such as a batch, invoice, or invoice) that a user created by using a form of the workspace. The pane toolbar buttons are listed below.
Button Description
Reload tree Refreshes the tree to reflect the latest changes in the system.
## The Right pane In this pane, you can view: + All the files that match the criteria you specified in the Selection area if you didn't select a node in the left pane. + All the files attached to documents created by using the form you selected in the left pane, if you didn't specify any criteria in the top part. + The files attached to documents created by using the form you selected in the left pane that also match the criteria you specified in the top part. + The unattached files, if you have selected the **Unassigned** node in the left pane. You can also specify criteria in the top part to filter the list. The list of files is updated each time you modify the search criteria in the top part.
Button Description
Get file Downloads and opens the selected file by using the functionality of the browser.
Get file link Opens the File link dialog box, which you can use to get and copy the link to the file.
Delete file Deletes the file.
Column Description
Name The name of the file.
Creation time The date and time when the file was added to the system.
Created by The name of the employee who added the file.
Checkout comment The user-added description of or comment about the file.

Related pages

Tasks

Windows

Space usage (SM203525) /visma-net-erp/help/management/management-windows/space-usage-sm203525 page You can use this window to view statistics on the use of database space by your Visma Net instance. 2026-02-19T17:09:06+01:00 # Space usage (SM203525) You can use this window to view statistics on the use of database space by your Visma Net instance. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You can use this window to view statistics on the use of database space by your Visma Net instance. You may need to view these statistics because your license for Visma Net includes a limit on the database space that your instance can use. The statistics of using database space, which is displayed on this window, does not include data related to the System company. Initially, the window displays the statistics calculated most recently and the date and time when they were calculated. To view the current statistics, you click **Calculate used space** on the window toolbar. ## The window toolbar
Button Description
Calculate used space Calculates the space used by the data of your instance in the Visma Net database. The newly calculated data is displayed in the window.
## The top part In this area, you can view general information about the database space usage of the current instance.
Element Description
Last calculated The date and time when the database space used by the data of your instance was last calculated. If the field is empty, the space has never been calculated.
Used database space: Total The space in the Visma Net database used by all companies and all snapshots in your Visma Net instance.
Used database space: by tenants The space in the Visma Net database used by all companies that have been created in your instance.
Used database space: by snapshots The space in the Visma Net database used by all snapshots stored in the system.
Free space The space in the Visma Net database available for your instance for data storage.
Database space limit The limit for the database space that can be used by your instance to store data for companies and snapshots. The limit is specified either in your Visma Net license or in the web.config file.
Current Status

The status of the database space usage with regard to the limit. The system sets the status of the database space usage to one of the following:

Database space limit is not set
The limit for the database space has not been set in your license or in the web.config file.
OK
The limit has been set, and the used space does not exceed the limit
Database space limit is exceeded
The limit has been set, and the used space exceeds the limit
## The Tenants tab On this tab, you can view the space used in the Visma Net database by each company that has been created in your instance.
Button Description
View tables Opens the Table sizes by tenant dialog box.
Column Description
Current A check box that indicates (if selected) that you are signed in to the company.
Tenant ID The company identifier, which was generated automatically by the system when the company was created.
Tenant name The company name that is used on the site map.
Login name The name of the company that is displayed in the info area (in a multi-company system) and on the Welcome page.
Status

The status of the company. The system sets the company status to one of the following:

Active
A live company that has been used in production
Test tenant
A test company that has been used for testing application functionalities and for training purposes. The system applies this status to a company automatically when it is used in the trial version of Visma Net.
Unlicensed
A company that was created after the license limit for companies was reached. You cannot work with this company in the system.
Size in DB (MB) The size of the data, in megabytes, used by the company in the Visma Net database.
### Table sizes by tenant dialog box In this dialog box, which you open by clicking the **View Tables** button on the **Tenants** tab, you can view the list of tables that contain data for the selected company and the space that this data takes in the database.
Element Description
Tenant Name The name of the company selected in the Tenants table.
Size in DB (MB) The size of the data, in megabytes, used by the company in the Visma Net database.
Table Columns
Table Name The name of the table in the Visma Net database.
Record Quantity The quantity of records related to the selected company that are included in the table.
Size in DB (MB)

The size of the table in the Visma Net database.

The size is calculated for only data related to the selected company.

## The Snapshots tab On this tab, you can view the list of snapshots created in the system and the space each snapshot takes in the Visma Net database.
Button Description
View Tables Opens the Table sizes by snapshot dialog box.
Column Description
Name The name of the snapshot.
Description The description of the snapshot, which was specified during the creation of the snapshot.
Created The date and time when the snapshot was created.
Export Mode The export mode that was selected when the snapshot was created.
Size in DB (MB) The size of the data, in megabytes, used by the snapshot in the Visma Net database.
### The Table sizes by snapshot dialog box In this dialog box, which you open by clicking the **View tables** button on the **Snapshots** tab, you can view the list of tables that contain data for the selected snapshot and the space that this data takes in the database.
Element Description
Snapshot name The name of the snapshot selected in the Snapshots table.
Size in DB (MB) The size of the data, in megabytes, used by the snapshot in the Visma Net database.
Table name The name of the table in the Visma Net database.
Record quantity The quantity of records related to the selected snapshot that are included in the table.
Size in DB (MB)

The size of the table in the Visma Net database.

The size is calculated for only data related to the selected snapshot.

## The Tables tab On this tab, you can view the list of tables with data related to all companies and snapshots in your instance and the size of each table in the Visma Net database.
Button Description
View used space by tenants and snapshots Opens the Used space by tenants and snapshots dialog box.
Column Description
Table name The name of the table in the Visma Net database.
Record quantity The quantity of records in the table calculated for all companies and snapshots that include this table.
Size in DB (MB) The size of the table in the Visma Net database calculated for all snapshots and companies that include this table.
### Used space by tenants and snapshots dialog box In this dialog box, which you open by clicking the **View used space by tenants and snapshots** button on the **Tables** tab, you can view the list of snapshots and companies in which the selected table is included and the size of this table in the Visma Net database.
Element Description
Table name The name of the table in the Visma Net database.
Size in DB (MB) The size of the table in the Visma Net database calculated for all snapshots and companies that include this table.
Type

The type of object that includes the table. The value can be one of the following:

  • Snapshot
  • Tenant
Name The name of the snapshot or company.
Record quantity The quantity of records in the selected table, which the company or snapshot contains.
Size in DB (MB) The size of the table in the Visma Net database for the company or snapshot.
System locales (SM200550) /visma-net-erp/help/management/management-windows/system-locales-sm200550 page In this window you can view system locales. 2026-02-19T17:09:06+01:00 # System locales (SM200550) In this window you can view system locales. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. By using this window, you can add new locales or edit details of existing system locales. You can also override locale preferences, which specify how the system should display numbers, dates, and times on the user interface. Also, on this window, you can set up the default language in which the system should display texts entered by a user if no text has been entered for a language associated with the locale a user is currently logged in. ## What to do from this window + [Activate multi-language](/visma-net-erp/help/management/manage-locales-and-languages/activate-multi-language/) ## The window toolbar
Button Description
Locale preferences Opens the Locale preferences dialog box, which you can use to override the region-specific settings of the selected locale.
Set up languages Opens the Languages dialog box, which you can use to define the default language and alternative languages in the system.
## The Language dialog box You can use this dialog box to define the default language and alternative languages to be involved in the localisation of values a user enters to text fields of the system. The system automatically retrieves the languages from the system locales you have added. See also: [About multi-language support](/visma-net-erp/help/management/manage-locales-and-languages/about-multi-language-support/) Multiple locales can be associated with a language. For example: The en-US, en-GB, and en-AU locales are all associated with the language whose ISO code is **en**. This dialog box has the following elements.
Element Description
Default language The language in which the system displays a translation if there is no translation for the language associated with the locale with which the user is currently logged in.
ISO code The ISO 639 lower case language code retrieved from the locales.
Native name The name of the language in the language itself.
Apply (button) Applies the settings and closes the dialog box.
Cancel (button) Discards all changes and closes the dialog box.
## The table See below for descriptions of the table columns.
Column Description
Locale name

The name of the locale, based on the language tagging conventions of RFC 4646.

You can type the locale name manually (it must comply with RFC 4646) or select a locale from the list, which is provided by Microsoft.NET Framework.

English name

Read-only.

The locale name in English, which is also provided by Microsoft.NET Framework.

Locale in locale language The name of the locale in its native language.
Description Any comments relevant to this locale or the localisation.
Series

An integer indicating the position of this locale.

If you specify the same position for multiple locales, the system sorts locales with the same position in alphabetical order by the locale name.

Active A check box that indicates (if selected) that the locale is available.
Alternative language

A check box that indicates (if selected) that for the language of the selected locale, a user may enter translations for boxes whose values can be localised. That is, the language is available in the Translations dialog box.

To change the check box value, click the Set up languages button in the window toolbar and select or clear the check box for the language.

See also: About multi-language support.

Default language

A check box that indicates (if selected) that the system displays in text fields a translation provided by a user for this language if there is no translation for the language associated with the locale with which the user is currently logged in.

The user can enter this translation by using the Translations dialog box.

See also: About multi-language support.

Show validation warnings

A check box that indicates (if selected) that the system displays warnings in windows about text strings on the interface that are not translated to the language of the locale.

To see the warnings, you must select this check box for the locale and sign in with the language of the locale. To turn these warnings off, clear this check box for the locale.

Related pages

Concepts

Tasks

User favourites (SM203020) /visma-net-erp/help/management/management-windows/user-favourites-sm203020 page By using this window, you can restructure your favourites list, which is the list of Visma Net windows to which you want to have quick access. 2026-02-19T17:09:06+01:00 # User favourites (SM203020) By using this window, you can restructure your favourites list, which is the list of Visma Net windows to which you want to have quick access. By using this window, you can restructure your favourites list, which is the list of Visma Net windows to which you want to have quick access. To open the window you want to view, click the favourite in the navigation pane (the left pane of the Visma Net screen). ## The Tree pane This pane contains a tree-like structure with folders you can use to organise favourites. When you click a folder in the tree pane, the right pane displays the list of its items or the folders and favourites this folder contains. The pane toolbar includes only buttons specific to this pane, which are listed below.
Button Description
Move one level up Moves the selected item into a folder located above the current item in the tree and at the same level. If no such folder exists, the item is not moved.
Move one level down Moves the selected item out of its current folder and into the parent folder of its current folder. The item will be positioned directly below the folder it was moved out of.
## The table In the table in the right pane, you can view or edit the items contained in the folder you have selected in the Tree pane.
Button Description
Move node up Moves the selected item one position up in the list.
Move node down Moves the selected item one position down in the list.
Column Description
Title The name of the folder or favourite.
Expanded A check box that you select if you want the system to show this folder expanded when you click the Favourites button on the main menu.
User settings (SM203010) /visma-net-erp/help/management/management-windows/user-settings-sm203010 page You can use this window to edit your personal information, data presentation settings, and password. 2026-02-19T17:09:06+01:00 # User settings (SM203010) You can use this window to edit your personal information, data presentation settings, and password. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. To open the window, click your username in the Info area (in the top right corner of the Visma Net window) and select User profile. ## The General information tab By using this tab, you can review and modify the general settings for your user account. ### The User settings section In this section, you can view and modify general information, including your name, email address, and password-related settings.
Element Description
Login The username you used to sign in to the system.
First name Your first name. You can edit this name.
Last name Your last name. You can edit this name.
Phone Your preferred phone number. You can edit a value of this box.
Email

Required. Your preferred email address.

If you forget your password and request password changing from the Welcome dialog box, the information required to change your password will be sent to this email address.

Change email A button that you click to open the User settings (SM203010) dialog box.
Password Read-only. The password that you use to sign in to the system.
Password recovery question A hint or question that you may specify to provide a secure way to acquire a new password if you forget your current one.
Comment Any text that was provided as a comment for your user account when it was created. You can edit this text, if needed.
### The Personal settings section In this section, you can specify a variety of default settings to be used in Visma Net. For example: You can select one of the available certificates as your personal certificate for signing files in the portable document format (PDF).
Element Description
PDF signing certificate

Optional.

The certificate that the system will use for signing PDF files you generate in Visma Net.

Time zone

Optional.

The time zone to be used to display document timestamps converted to your time zone if there are users working with the system from different time zones.

If no time zone is specified, documents will be time-stamped using the time settings specified for the Visma Net instance.

Reset to default time zone A button you click to use the default Visma Net time zone as your default time zone.
Default branch The branch to which you’ll be signed in by default if you have access to multiple branches.
Home page The dashboard to be displayed for you on the home page of Visma Net.
Turn off autocomplete A check box that you select to stop the system from displaying the drop-down list with suggestions (for lookup boxes that support autocomplete) when a user is typing text.
Show the classic appearance by default

A check box that indicates (if selected) that classic user interface of Visma Net is displayed by default when you sign in to the system.

If you want to work in modern user interface, you clear this check box.

### The Csv file export settings section
Element Description
Add separator after last column in csv file If this is unchecked, then no ; will be added after the last column.
Force leading zeroes If this is unchecked, then will be removed from all char fields. Leading zeros will then not be shown in Excel.
### The Custom notifications section
Element Description
Enable custom notification emails By checking this check box, notifications will be sent to the above entered email address.
### The Change email dialog box By using this dialog box, you can enter a new preferred email and save it to the database. The dialog box has the following elements.
Element Description
New email Your new email address.
Password The password that you use to sign in to the system.
OK (buttons) Saves the new email address and closes the dialog box.
Cancel (buttons) Closes the dialog box without saving any data.
Element Description
Old password The password that you use to sign in to the system.
New password The new password, which must meet the security requirements set for passwords in your company.
Confirm password The new password again; enter the same new password you typed above.
OK (buttons) Saves the new password and closes the dialog box.
Cancel (buttons) Closes the dialog box without saving any data.
Element Description
New answer The answer for the recovery question.
Password The password that you use to sign in to the system.
OK (buttons) Saves the new recovery answer and closes the dialog box.
Cancel (buttons) Closes the dialog box without saving any data.
## The Email settings tab On this tab, you can specify your email settings, open your calendar to other users, and get the URL to synchronise the calendar with any third-party software products you use.
Element Description
Default email account The system email account to be used by default for sending your correspondence through the system.
Is public calendar A check box that indicates (if selected) that the calendar may be viewed by other users.
Synchronisation URL

A button that opens the Synchronisation URL dialog box, which displays the URL of your calendar.

Use the URL to synchronise your calendar with third-party software products that support the calendar synchronization functionality.

Download Outlook add-in manifest

A link that you click to download the manifest file of the Visma Net add-in for Outlook, which is individual for each user. The manifest file contains the instructions for the system to automatically deploy the add-in.

This link is available only if the Customer management functionality is enabled in the Enable/disable functionalities (CS100000) window.

### The User email signature section In this section, you can enter your email signature in the text area and specify signature settings.
Element Description
Include in new emails A check box that you select if you want to include the signature in all new emails that you send by using Visma Net.
Include in replies and forwarded emails A check box that you select if you want to include the signature in all replies and emails that you send by using Visma Net.
## The Custom locale format tab On this tab, you can select the date and time formats to be used for your user account when you sign in to Visma Net; otherwise, the settings of the default locale will be used. The default locale preferences are specified in the [System locales (SM200550)](/visma-net-erp/help/management/management-windows/system-locales-sm200550/) window.
Element Description
Format The locale whose format settings you want to use for your user account.
### The Date and time formats section
Element Description
Date time The basic format for displaying the date and time.
Short time

The format to be used to display a time that includes hours and minutes.

Also, this format specifies whether to use a 12-hour clock, with tt standing for 12-hour clock and TT standing for 24-hour clock.

Long time The format to be used to display a time that includes hours, minutes, and seconds.
Short date The format to be used to display a date that includes a day, a month, and a two-digit or four-digit year.
Long date The format to be used to display a date that includes a day, a month, and a four-digit year.
AM symbol The string to designate times from midnight to before noon in a 12-hour clock (used only with the tt notation).
PM symbol The string to designate times from noon to before midnight in a 12-hour clock (used only with the tt notation).
### The Number format section
Element Description
Decimal symbol The symbol to be used to separate the fractional part of a number from its integer part.
Digit grouping symbol The symbol to be used to group digits in large numbers.