Organisation structure windows

Organisation structure windows /visma-net-erp/help/organisation-structure/organisation-structure-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 # Organisation structure 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. This topic follows the listing of the category items in the Organisation structure module. Organisations (CS101500) /visma-net-erp/help/organisation-structure/organisation-structure-windows/organisations-cs101500 page In this window, you can do any of the following: 2026-02-19T17:09:06+01:00 # Organisations (CS101500) In this window, you can do any of the following: This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. + Create new organisations + Maintain existing organisations + Add branches to a organisation (if it has any) and review the list of organisation branches + Create an actual ledger for a new organisation + Assign existing ledgers to organisations + Review the list of organisation employees + [Recalculate VAT when customer is changed on document](/visma-net-erp/to-be-deleted/help/vat/set-up-calculation/recalculate-vat-when-customer-is-changed-on-document/) ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The window toolbar The window toolbar includes standard and window-specific buttons. The window-specific buttons are listed below.

Button	Description
Actions	Provides the following menu command, which you can click to invoke an action: Change ID Opens the Specify new ID dialog box, where you can specify a new ID for the currently selected organisation.
Create ledger	Opens the Create ledger dialog box, where you can specify the parameters necessary to create a new actual ledger for the organisation. This button is available only for a organisation that does not have an actual ledger assigned.

Actions

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

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

Create ledger

Opens the Create ledger dialog box, where you can specify the parameters necessary to create a new actual ledger for the organisation. This button is available only for a organisation that does not have an actual ledger assigned.

### Specify new ID dialog box In this area, you can assign a unique ID to a new organisation branch and specify its most commonly used name.

Element	Description
Organisation ID	The new identifier of the organisation.
OK	Changes the organisation ID to the one you have specified, and closes the dialog box.
Cancel	Discards the changes and closes the dialog box.

### Create ledger dialog box In this area, you can, create a ledger for the active organisation.

Element	Description
Ledger ID	The identifier of the new actual ledger that will be assigned to the organisation.
Description	A description of the actual ledger. By default, the description is composed from the organisation ID, with the “actual ledger“ string added to the end of it.
Create	Creates a ledger with the Actual type and assigns it to the organisation. The organisation base currency is used as the ledger currency.
Cancel	Discards the changes and closes the dialog box.

## The top part In this area, you can, create a ledger for the active organisation.

Element	Description
Organisation ID	The unique identifier of the organisation, which you compose according to the rules defined by the BIZACCT segmented key.
Company name	The name of the organisation
Organisation type	The type of the organisation, which can be one of the following: Without branches A organisation with this type cannot have any branches. If the Multi-branch support functionality is not enabled in the Enable/disable functionalities (CS100000) window, this option is selected by default and cannot be changed. If the Multi-branch support functionality is enabled, this organisation type can be changed to any other type at any time. With branches not requiring balancing A organisation with this type must have at least one branch. If multiple branches of the organisation are involved in a transaction, balancing entries are not required. This option is available only if the Multi-branch support functionality is enabled in the Enable/disable functionalities (CS100000) window. With branches requiring balancing A organisation with this type must have at least one branch. If multiple branches of the organisation are involved in a transaction, balancing entries are required. This option is available only if the Multi-branch support and Inter-branch transactions functionalities are enabled in the Enable/disable functionalities (CS100000) window.
Active	A check box that indicates (if selected) that the selected organisation is active.
Is main organisation	If you want this organisation to be the main organisation of your branches, select this check box.

## The Organisation details tab The elements on this tab hold the general information about the organisation, such as the contact information, the base currency settings, VAT information, and the default configuration settings. ### The Main address section

Element	Description
Address 1	The first line of the organisation address.
Address 2	The second line of the organisation address.
Address 3	The third line of the organisation address.
Postcode	The postcode. An input validation mask can be set for the country postcodes. For more information, see: the Countries/counties/postcodes (CS20400S) window.
City	The city of the organisation address.
Country	The country of the organisation address. Select a country from the predefined list of countries.
County	The county or province of the organisation address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.
View on map	A button that you can click to view the location on a map.

### The Main contact section

Company name	The legal business name of the organisation, as registered with the appropriate tax agency. This is the name that will appear on the organisation documents.
Attention	The attention line as it is used in your company’s business letters. This line will be used to direct the letter to the proper person or department.
Email	The default email address of the organisation.
Web	The website of the organisation, if one exists.
Phone 1	The primary phone number of the organisation.
Phone 2	An additional phone number of the organisation.
Fax	The fax number of the organisation.

### The Document address section

Same as main	A check box that indicates (if selected) that the business information of the default location is the same as the branch business information specified on the General settings tab. When you select this check box, the values in the fields are filled in automatically in accordance with the main business information.
Address 1	The first line of the organisation address.
Address 2	The second line of the organisation address.
Address 3	The third line of the organisation address.
Postcode	The postcode. An input validation mask can be set for the country postcodes. For more information, see: the Countries/counties/postcodes (CS20400S) window.
City	The city of the organisation address.
Country	The country of the organisation address. Select a country from the predefined list of countries.
County	The county or province of the organisation address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.

### The Base currency settings (shared) section This group of elements holds information that is shared among all branches of the organisation. The same base currency is used for all branches; you can select the base currency only when you create a organisation. Along with the base currency, you should specify the currency symbol and the required decimal precision.

Element	Description
Base currency ID	A string (of up to three characters) to identify the base currency.
Description	The detailed description of the base currency.
Currency symbol	The currency symbol for the base currency, which will appear with the currency amounts. We recommend that you follow established norms when assigning IDs to the currencies; refer to the ISO 4217 code list.
Decimal precision	The number of digits following the decimal point that are used in operations with the base currency. The decimal precision must be selected to allow the use of the smallest subunit of the base currency unit. Currency amounts will be rounded in arithmetic operations in accordance with this setting.

### The VAT registration information section

Element	Description
VAT registration ID	The organisation registration ID for the country’s tax authority. An input mask or regular expression can be set to validate the input in this box.
Corporate ID	The corporate ID of the organisation.
File VAT by branch	A check box that indicates (if selected) that an individual VAT report is to be prepared for each branch. If the check box is not selected, one VAT report is prepared for all branches. This check box is available for the organisation only if you select the With branches requiring balancing option in the Organisation type field.
File EC sales list by branch	A check box that indicates (if selected) that EC sales list is to be prepared for each branch. When this is checked, the EC sales list (AR40501S) will require that both organisation and branch are selected before you can create a EC sales list report. This check box is available for the organisation only if you select the With branches requiring balancing option in the Organisation type field.

### The Configuration settings section

Element	Description
Access role	The role to be used to give users access to organisation data. If the organisation has multiple branches, the selected access role is copied to the settings of each branch of the organisation. If you clear the field, the system prompts whether you want to remove the access role from the settings of all branches of the organisation. For more information, see: About security of organisation branches.
Default country	The default country, which is the country of most of the organisation’s customers and suppliers.
Default printer	The default printer to be used for printing the documents of this organisation. This field is available only if the DeviceHub functionality is enabled in the Enable/disable functionalities (CS100000) window.
Industry code ID	The branch’s industry code ID.

### The Report settings section

Element	Description
Show description on order confirmation and invoice	Select this check box to show the description in the Description field on both the sales order confirmation and the invoice.
Print note on external sales documents	Select this check box if you want a note to be printed on external sales documents.
Print line note on internal sales documents	Select this check box if you want a note to be printed on internal sales documents.
Print description on purchase orders	Select this check box if you want a description to be printed on purchase orders.
Print note on purchase orders	Select this check box if you want a note to be printed on purchase orders.

### The Misc. settings (shared) section This group of elements holds information that is shared among all branches.

Element	Description
Quantity decimal places	The number of decimal places (that is, places after the decimal point) to be used for quantities.
Price/cost decimal places	The number of decimal places to be used for prices and costs.
Weight UoM	The unit of measure (UoM) to be used to calculate the weight of packages to be used for shipments.
Volume UoM	The unit of measure to be used to calculate the volume of specific quantities of items for packages to be used for shipments.
Max. no. of pages on report preview	The maximum number of pages that you can see when you preview a report.

## The Branches tab This tab displays the list of branches that belong to the organisation. The tab is available only if the selected organisation has the With branches not requiring balancing or With branches requiring balancing organisation type. ### Table buttons

Button	Description
Add branch	Opens the Branches (CS102000) window, where you can create a branch for the currently selected organisation.

### Table columns The table toolbar includes standard buttons and buttons specific to this table. The table-specific buttons are listed below.

Column	Description
Branch ID	The identifier of the branch, which is also a link that opens the Branches (CS102000) window populated with the data of the branch.
Branch name	The name of the branch.
Active	A check box that indicates (if selected) that the branch is active.
Access role	The role that is used to give the employees of the branch access to the branch data.
Role description	The description of the access role.

## The Delivery settings tab You use the elements on this tab to specify the delivery contact and address of the organisation, along with the related shipping instructions. The tab is available only if the selected organisation has the **Without branches** organisation type. ### The Delivery contact section

Element	Description
Same as main	A check box that indicates (if selected) that the business information of the default location is the same as the branch business information specified on the General settings tab. When you select this check box, the values in the fields are filled in automatically in accordance with the main business information.
Company name	The business name of the location, if it is different from the business name of the organisation.
Attention	The attention line as it is used in your company’s business letters. This line will be used to direct the letter to the proper person or department.
Email	The default email address of the location.
Web	The website of the location, if one exists.
Phone 1	The primary phone number of the location.
Phone 2	An additional phone number of the location.
Fax	The fax number of the location.

### The Delivery address section

Element	Description
Same as main	A check box that indicates (if selected) that the default location’s address is the same as that of the main branch address specified on the General settings tab. When you select the check box, the values in the boxes are filled in automatically in accordance with the values of the main address. You clear the check box if you want to enter a different address.
Address line 1	The first line of the default location address.
Address line 2	The second line of the default location address.
Postcode	The postal code for the address.
City	The city of the default location.
Country	The country of the default location.
County	The county of the default location.
View on map	A button that you can click to view the location on a map.

### The Delivery instructions section The group of elements covers the shipping instructions for the delivery address.

Element	Description
VAT zone ID	The VAT zone of the delivery location.
Shipping rule	The way the orders should be fulfilled for this location. You can select one of the following options: Ship only when complete Only completely fulfilled orders are allowed. Back orders allowed Back orders are allowed if some items are out of stock. Cancel remainder The ordered quantity can be shipped partially, and the quantity remaining after the first shipment will be cancelled.

VAT zone ID

The VAT zone of the delivery location.

Shipping rule

The way the orders should be fulfilled for this location. You can select one of the following options:

Ship only when complete: Only completely fulfilled orders are allowed.
Back orders allowed: Back orders are allowed if some items are out of stock.
Cancel remainder: The ordered quantity can be shipped partially, and the quantity remaining after the first shipment will be cancelled.

## The Payment settings tab

Column	Description
Days for remark	The number of days that the receiver of the invoice has to make remarks on the invoice. The value filled in here is displayed on the invoice reports.
Bank language	The language that the bank of the branch uses.
Bank name	The name of the bank of the branch.
Bank address line 1	The first line of the bank’s payment address.
Bank address line 2	The second line of the bank’s payment address.
Bank address line 3	The third line of the bank’s payment address.
Bank country	The country where the bank is located.
IBAN	The bank’s IBAN number.
Bank account no.	The main bank account number for the bank.
Bank account no. 2	The second bank account number for the bank.
Bank account no. 3	The third bank account number for the bank.
BIC (SWIFT)	The BIC or SWIFT code of the bank.
Creditor identifier	A uniform and standardised identification number that unambiguously identifies the creditor.

### The Payment process settings section

Element	Description
Use basic payment process	Select this check box if you want to allow the branch to use the simple payment process for outgoing payments.
Allow payment of pre-booked invoices	Select this check box if you want to allow payment of purchase invoices that are pre-booked but not released yet.

## The Employees On this tab, you can view and update the list of organisation employees. ### Table buttons The table toolbar includes standard buttons and buttons specific to this table. The table-specific buttons are listed below.

Button	Description
New employee	Navigates to the Employees (EP203000) window so that you can define a new employee for the organisation.

### Table columns The table toolbar includes standard buttons and buttons specific to this table. The table-specific buttons are listed below.

Column	Description
Branch ID	The identifier of the organisation branch to which the employee belongs. This column is available only for a organisation that has the With branches not requiring balancing or With branches requiring balancing organisation type.
Employee ID	The unique identifier of the employee in the system.
Name	The full name of the employee.
Department	The role that is used to give the employees of the branch access to the branch data.
City	The city where the employee lives.
County	The county where the employee lives.
Phone 1	The phone number of the employee.
Email	The email address of the employee.
Status	The status of the employee.

## The Ledgers tab On this tab, you can review and edit the list of the ledgers associated with the organisation. organisations of any types may or may not share actual ledgers; ledgers of other types can be attached to or detached from a organisation at any time. Only ledgers associated with a organisation can be updated by the organisation branches.

Column	Description
Ledger	The identifier of the ledger.
Description	A description of the ledger.
Type	The type of the ledger, which can be one of the following: Actual, Reporting, Statistical, or Budget.
Currency	The currency of the ledger.
Consolidation source	A check box that indicates (if selected) that the ledger is used as a source ledger for consolidation.

## The General ledger accounts tab You use this tab to specify the sales, expense, freight, and discount subaccounts to be used for the organisation. The tab is available only if the selected organisation has the **Without branches** organisation type.

Element	Description
Sales sub	The subaccount to be used as the default sales subaccount for the organisation.
Expense sub	The subaccount to be used as the default expense subaccount for the organisation.
Freight sub	The subaccount to be used as the default freight subaccount for the organisation.
Discount sub	The subaccount to be used as the default discount subaccount for the organisation.
Currency gain/loss sub.	The subaccount to be used as the default currency gain and loss subaccount for the organisation.

## The Logo tab On this tab, you can upload logo images for the branch. The uploaded images will be displayed in the system and on the reports when this branch is active. To delete images that you no longer need, you use the **Files** menu on the window title bar. ### Site logo section In this section, you can upload and preview the logo that will be displayed in the top left corner of the window (when this organisation is active). The recommended size of the uploaded image is 210 by 50 pixels.

Element	Description
Browse	Open the file section window, where you can select an image to upload.
Upload	Uploads the selected image to the system.
Preview window	Displays uploaded images. You can go through the images by pressing Ctrl+left arrow or Ctrl+right arrow.

### The Report logo section In this section, you can upload and preview the logo that will be displayed on the reports for the selected organisation. The recommended size of the uploaded image is 420 by 100 pixels.

Element	Description
Browse	Open the file section window, where you can select an image to upload.
Upload	Uploads the selected image to the system.
Preview window	Displays uploaded images. You can go through the images by pressing Ctrl+left arrow or Ctrl+right arrow.

## The ROT and RUT settings (Sweden) tab On this tab, you can view and update the settings for ROT and RUT deduction for the branchorganisation. ROT and RUT deduction is a default setting in the Visma Net templates.

Element	Description
Uses ROT/RUT deduction	Select this check box if ROT and/or RUT deduction is used.
Currency	The currency of the deduction amount, usually SEK.
Next claim no.	The next number of the file that can be sent to the Swedish government.
Org. no. validation reg. exp.	The regular expression used to validate an entered housing cooperative’s ID. This is automatically set to ten digits: ^(\d{10})$.
Default RUT/ROT type	In this field, you can choose whether RUT or ROT is the default option in the following windows: Non-stock items (IN202000), Stock items (IN202500), Sales invoices (AR301000), Claim ROT and RUT (AR531000), and Sales orders (SO301000).
Tax agency account	In this field, you choose the Swedish tax authority (Skatteverket). All incoming payments from ROT and RUT deductions will then be added to this customer.
Balance invoices on	Determines when the balancing Closed credit note to the customer and Open debit note to Skatteverket will be created. This can be one of the following: Release customer ledger documents upon release of the invoice. Claim ROT and RUT upon claiming the invoice in the Claim ROT and RUT (AR531000) window with the Claim action.

### The ROT section

Element	Description
Standard allowance limit	The standard maximum amount for ROT deduction per person.
Extra allowance limit	The maximum amount for ROT deduction per person, when this is different from the standard maximum amount.
Deduction (%)	The ROT deduction amount in percent.

### The RUT section

Element	Description
Standard allowance limit	The standard maximum amount for RUT deduction per person.
Extra allowance limit	The maximum amount for RUT deduction per person, when this is different from the standard maximum amount.
Deduction (%)	The RUT deduction amount in percent.

## The VAT information tab ### The Board address section

Element	Description
Same as main	A check box that indicates (if selected) that the business information of the default location is the same as the branch business information specified on the General settings tab. When you select this check box, the values in the fields are filled in automatically in accordance with the main business information.
Address 1	The first line of the organisation address.
Address 2	The second line of the organisation address.
Address 3	The third line of the organisation address.
Postcode	The postcode. An input validation mask can be set for the country postcodes. For more information, see: the Countries/counties/postcodes (CS20400S) window.
City	The city of the organisation address.
Country	The country of the organisation address. Select a country from the predefined list of countries.
County	The county or province of the organisation address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.

### The VAT type section

Element	Description
VAT type	A drop-down field where you select the following options: Taxable Non-taxable Corporate VAT Taxable - discontinuation of activities Non-taxable - discontinuation of activities Corporate VAT - discontinuation of activities
Default tax agency	The ID and name of the default tax agency that will be suggested as tax agency in windows related to VAT handling. If this field is left empty, the Tax agency field in VAT handling windows will default to the first tax agency in the list of tax agencies. If you have selected File VAT by branch you can also define the default tax agency for each branch.

VAT type

A drop-down field where you select the following options:

Taxable
Non-taxable
Corporate VAT
Taxable - discontinuation of activities
Non-taxable - discontinuation of activities
Corporate VAT - discontinuation of activities

Default tax agency

The ID and name of the default tax agency that will be suggested as tax agency in windows related to VAT handling. If this field is left empty, the Tax agency field in VAT handling windows will default to the first tax agency in the list of tax agencies.

If you have selected File VAT by branch you can also define the default tax agency for each branch.

### The Data entry section

Check box	Description
Recalculate VAT when customer is changed on document	A check box that you select if you want the system to update the VAT category for existing lines when you change the customer or customer location in the Sales invoices (AR301000), Sales orders (SO301000) and Customer invoices (SO303000) windows.

## The Intrastat tab On this tab, you can view and update the Intrastat settings for the branch. ### The Report settings section

Element	Description
Internal code	This code is used only in Finland, it is called the INT code, and is given by the Customs authority. It is most often used in cases where the organisation has offices in different locations and each office wants to submit a statistical declaration of their own, due to practical reasons. The code is not mandatory.
Declarant ID	The ID used for Intrastat reporting.
Contact person	The contact person responsible for the Intrastat report.

### The Agency information section

Element	Description
Use agency	Set the check box if you are using an agency to do the Intrastat reporting for your branch.
Organisation name	The organisation’s name.
VAT registration ID	The organisation’s VAT number.
Internal code	The internal code for the organisation.
Telephone	The organisation’s telephone number.

## The Altinn settings tab ### The RF-1301 (Norway only) section

Element	Description
Name	The name of the responsible person.
Telephone	The telephone number of the responsible person.
Notifications by email to	The email to which the sender wants to receive notifications.
Notifications by SMS to	The telephone number to which the sender wants to receive notifications.

### The SAF-T report information section This information is automatically shown on the **Altinn settings** tab in the [Branches (CS102000)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/branches-cs102000/) window if you have not selected the **With branches requiring balancing** as the **Organisation type** and the **File VAT by branch** check box on the **Organisation details** tab.

Element	Description
Contact person	The name of the contact person.
Email	The email address of the contact person.
Telephone	The telephone number of the responsible person.
Reference no.	The government’s reference number for the report. The reference number is mandatory when you send the report to Altinn. The number is given by the authority when they request this report.

## The AutoInvoice settings tab ### The PEPPOL scheme section

Element	Description
Endpoint	Identifies the invoicee party’s electronic address
Party identification	Identification of the invoicee party.
Party legal	Legal information of the invoicee party.

## The AutoReport tab ### The ApitamoPKI, VAT and EC sales report settings section

Element	Description
Email address	The email address (or addresses separated by a semicolon;), which is used when sending data that is expected to get response data, such as direct transfers.
Language	The language of the responses. You can choose between English, Finnish, or Swedish. If the field is empty, the language will be set to Finnish.

Concepts

Branches (CS102000) /visma-net-erp/help/organisation-structure/organisation-structure-windows/branches-cs102000 page This window holds general information about each branch of your company, including the ID, name, address, default location, and employees. 2026-02-19T17:09:06+01:00 # Branches (CS102000) This window holds general information about each branch of your company, including the ID, name, address, default location, and employees. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You can provide tax registration information for the branch if it is a legal entity. By using the window, you can create a new branch or update information about an existing branch. Also, you can set up the base currency to be used by all the branches. For an overview of the branch-related functionality of Visma Net, see: [About multi-branch support](/visma-net-erp/help/organisation-structure/about-multi-branch-support/). ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## What to do from this window + [Activate or deactivate the ROT and RUT deduction functionality](/visma-net-erp/to-be-deleted/help/common-settings/enable-or-disable-functionalites/activate-or-deactivate-the-rot-and-rut-deduction-functionality/) + [Use the Basic payment processing for AutoPay](/visma-net-erp/help/work-processes/autopay/use-the-basic-payment-processing-for-autopay/) + [Use Advanced payment processing for AutoPay](/visma-net-erp/help/work-processes/autopay/use-advanced-payment-processing-for-autopay/) + [Enter contact information for RF-1301](/visma-net-erp/help/work-processes/b2c/enter-contact-information-for-rf-1301/) ## The window toolbar The window toolbar includes standard and window-specific buttons. The window-specific buttons are listed below.

Button	Description
Actions	Provides the following menu command, which you can click to invoke actions: + Change ID: Opens the Specify new ID dialog box, where you can specify a new ID for the currently selected company.

Actions

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

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

## The top part In this area, you can assign a unique ID to a new company branch and specify its most commonly used name.

Element	Description
Branch ID	The unique ID of the branch, which you compose according to the rules defined by the BIZACCT segmented key.
Branch name	The most commonly used name of the branch.
Company	The company to which the branch belongs or whose subsidiary it is.
Active	A check box that says (if selected) that the selected branch is active.
Main office	Select this check box if this branch is the main office.

## The Branch details tab The elements on this tab hold the general information about the branch. ### The Main address section The elements in this section contain the company address. By default, this address is the one set as the main address. You can set another address as the main one on the **Delivery settings** tab.

Element	Description
Address 1	The first line of the company branch address.
Address 2	The second line of the company branch address.
Address 3	The third line of the company branch address.
Postcode	The postcode. An input validation mask can be set for the country postcodes.
City	The city of the company branch address.
*Country	The country of the company branch address. Select a country from the predefined list of countries.
County	The county or province of the company branch address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.
View on map	Click to view the location on a map.

### The Main contact section The elements in this section contain the main contact information of the company.

Element	Description
Company name	The legal business name of the company, as registered with the appropriate tax agency. This is the name that will appear on the company documents.
Attention	The attention line as it is used in your company’s business letters. This line will be used to direct the letter to the proper person or department.
Email	The default email address of the company.
Web	The website of the company, if one exists.
Phone 1	The primary phone number of the company.
Phone 2	An additional phone number of the company.
Fax	The fax number of the company.

### The Document address section

Element	Description
Same as main	Select this check box if you want the document address information to be the same as the main address information.
Address 1	The first line of the document address.
Address 2	The second line of the document address.
Address 3	The third line of the document address.
Postcode	The postcode. An input validation mask can be set for the country postcodes. For more information, see: the Countries/counties/postcodes (CS20400S) window.
City	The city of the document address.
Country	The country of the document address. Select a country from the predefined list of countries.
County	The county or province of the document address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.

### The VAT registration information section This group of elements provides miscellaneous legal information about the company branch.

Element	Description
Corporate ID	The corporate ID of the company.
VAT registration ID	The branch registration ID for the country’s tax authority. An input mask or regular expression can be set to validate the input in this field.

### The Configuration settings section This group of elements covers the default country and the access role of the branch.

Element	Description
Access role	The role to be used to give employees of the branch access to the branch data. For more information, see: About security of organisation branches.
*Default country	The default country, which is the country of most of the branch’s customers and suppliers.
Industry code ID	The branch’s industry code ID.

Access role

The role to be used to give employees of the branch access to the branch data.

For more information, see: About security of organisation branches.

*Default country

The default country, which is the country of most of the branch’s customers and suppliers.

Industry code ID

The branch’s industry code ID.

### The Report settings section This group of elements holds information on report settings.

Element	Description
Show description on order confirmation and invoice	Select this check box to show the description in the Description field on both the sales order confirmation and the invoice.
Print note on external sales documents	Select this check box if you want a note to be printed on external sales documents.
Print note on internal sales documents	Select this check box if you want a note to be printed on internal sales documents.
Print description on purchase orders	Select this check box if you want a description to be printed on purchase orders.
Print note on purchase orders	Select this check box if you want a note to be printed on purchase orders.

## The Delivery settings tab You use the elements on this tab to specify the delivery contact and address of the branch, along with related shipping instructions. ### The Delivery address section

Element	Description
Same as main	A check box that you select if the default location’s address is the same as that of the main branch address specified on the General settings tab. If you select the check box, the values in the fields will be filled out automatically in accordance with the values of the main address. Clear the check box to enter another address.
Address 1	The first line of the default location address.
Address 2	The second line of the default location address.
Address 3	The third line of the default location address.
Postcode	The postcode for the address.
City	The city of the default location.
Country	The country of the default location.
County	The county or province of the company branch address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.
View on map	Click to view the location on a map.

### The Delivery contact section

Element	Description
Same as main	A check box that you select if the business information of the default location is the same as the branch business information specified on the General settings tab; if you select this check box, the values in the boxes will be filled out automatically, in accordance with the main business information.
Company name	The business name of the location, if it is different from the business name of the branch.
Attention	The attention line as it is used in your company’s business letters. This line will be used to direct the letter to the proper person or department.
Email	The email address to be used for this branch location.
Web	The website address (if any) related to this branch location.
Phone 1	The primary phone number at the location.
Phone 2	An additional phone number at this location.
Fax	An additional phone number at this location.

### The Shipping instructions section This group of elements covers the shipping instructions for the delivery address.

Element	Description
VAT zone ID	The VAT zone of the delivery location.
Shipping rule	The way the orders should be fulfilled for this location. You can select one of the following options: Ship only when complete Only completely fulfilled orders are allowed. Back orders allowed Back orders are allowed if some items are out of stock. Cancel remainder The ordered quantity can be shipped partially, and the quantity remaining after the first shipment will be cancelled.

VAT zone ID

The VAT zone of the delivery location.

Shipping rule

The way the orders should be fulfilled for this location. You can select one of the following options:

Ship only when complete: Only completely fulfilled orders are allowed.
Back orders allowed: Back orders are allowed if some items are out of stock.
Cancel remainder: The ordered quantity can be shipped partially, and the quantity remaining after the first shipment will be cancelled.

## The Payment settings tab

Column	Description
Days for remark	The number of days that the receiver of the invoice has to make remarks on the invoice. The value filled in here is displayed on the invoice reports.
Bank language	The language that the bank of the branch uses.
Bank name	The name of the bank of the branch.
Bank address line 1	The first line of the bank’s payment address.
Bank address line 2	The second line of the bank’s payment address.
Bank address line 3	The third line of the bank’s payment address.
Bank country	The country where the bank is located.
IBAN	The bank’s IBAN number.
Bank account no.	The main bank account number for the bank.
Bank account no. 2	The second bank account number for the bank.
Bank account no. 3	The third bank account number for the bank.
BIC (SWIFT)	The BIC or SWIFT code of the bank.
Creditor identifier	The branch’s creditor ID. It is used for direct debit sending (only in the Netherlands)

### The Payment process settings section

Element	Description
Allow payment of pre-booked invoices	Select this check box if you want to allow payment of purchase invoices that are pre-booked but not released yet.

## The Ledgers tab On this tab, you can review and edit the list of the ledgers associated with the company. Companies of any types may or may not share actual ledgers; ledgers of other types can be attached to or detached from a company at any time. Only ledgers associated with a company can be updated by the company branches.

Column	Description
*Ledger ID	The identifier of the ledger.
Description	A description of the ledger.
Type	The type of the ledger, which can be one of the following: Actual, Reporting, Statistical, or Budget.
*Currency	The currency of the ledger.
Consolidation source	A check box that indicates (if selected) that the ledger is used as a source ledger for consolidation.

## The General ledger accounts tab You use this tab to specify the sales, expense, freight, and discount subaccounts to be used for the branch.

Element	Description
Sales sub.	The subaccount to be used as the default sales subaccount for the branch.
Expense sub.	The subaccount to be used as the default expense subaccount for the branch.
Freight sub.	The subaccount to be used as the default freight subaccount for the branch.
Discount sub.	The subaccount to be used as the default discount subaccount for the branch.
Currency gain/loss sub.	The subaccount to be used as the default currency gain and loss subaccount for the branch.

## The Logo tab On this tab, you can upload logo images for the branch. The uploaded images will be displayed in the system and on the reports when this branch is active. To delete images that you no longer need, you use the **Files** menu on the window title bar. ### The Site logo section In this section, you can upload and preview the logo that will be displayed in the top left corner of Visma Net (when this branch is active). The recommended size of the uploaded image is 210 by 50 pixels.

Elements	Description
Browse	Opens the file selection window, where you can select an image to upload.
Upload	Uploads the selected image to the system.
Preview window	Displays uploaded images. You can go through the images by pressing Ctrl+left arrow or Ctrl+right arrow.

### The Report logo section In this section, you can upload and preview the logo that will be displayed on the reports for the selected branch. The recommended size of the uploaded image is 420 by 100 pixels.

Elements	Description
Browse	Opens the file selection window, where you can select an image to upload.
Upload	Uploads the selected image to the system.
Preview window	Displays uploaded images. You can go through the images by pressing Ctrl+left arrow or Ctrl+right arrow.

## The Employees tab On this tab, you can view and update the list of branch employees. ### The table buttons

Button	Description
New employee	This button lets you navigate to the Employees (EP203000) window so that you can add information about a new employee for the branch.

### The table columns

Column	Description
Employee ID	The unique ID of the employee in the system.
Name	The name of the employee.
*Department	The department where the employee works.
City	The city where the employee lives.
County	The county where the employee lives.
Phone 1	The phone number of the employee.
Email	The email address of the employee.
*Status	The status of the employee.

Element	Description
Uses ROT/RUT deduction	Select this check box if ROT and/or RUT deduction is used.
Currency	The currency of the deduction amount, usually SEK.
Next claim no.	The next number of the file that can be sent to the Swedish government.
Org. no. validation reg. exp.	The regular expression used to validate an entered housing cooperative’s ID. This is automatically set to ten digits: ^(\d{10})$.
Default RUT/ROT type	In this field, you can choose whether RUT or ROT is the default option in the following windows: Non-stock items (IN202000), Stock items (IN202500), Sales invoices (AR301000), Claim ROT and RUT (AR531000), and Sales orders (SO301000).
Tax agency account	In this field, you choose the Swedish tax authority (Skatteverket). All incoming payments from ROT and RUT deductions will then be added to this customer.
Balance invoices on	Determines when the balancing Closed credit note to the customer and Open debit note to Skatteverket will be created. This can be one of the following: Release customer ledger documents upon release of the invoice. Claim ROT and RUT upon claiming the invoice in the Claim ROT and RUT (AR531000) window with the Claim action.

### The ROT section

Element	Description
Standard allowance limit	The standard maximum amount for ROT deduction per person.
Extra allowance limit	The maximum amount for ROT deduction per person, when this is different from the standard maximum amount.
Deduction (%)	The ROT deduction amount in percent.

### The RUT section

Element	Description
Standard allowance limit	The standard maximum amount for RUT deduction per person.
Extra allowance limit	The maximum amount for RUT deduction per person, when this is different from the standard maximum amount.
Deduction (%)	The RUT deduction amount in percent.

## The VAT information tab On this tab, you can view and update the VAT information for the branch. ### The Board address section

Element	Description
Same as main	A check box that you select if the business information of the default location is the same as the branch business information specified on the General settings tab; if you select this check box, the values in the boxes will be filled out automatically, in accordance with the main business information.
Address 1	The first line of the board location address.
Address 2	The second line of the board location address.
Address 3	The third line of the board location address.
Postcode	The postcode for the address.
City	The city of the location.
Country	The country of the location.
County	The county or province of the branch’s board address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window.
View on map	Click to view the location on a map.

### The VAT type section

VAT type

By selecting one of the options in the drop-down list, will make an impact on your printed invoices.

Taxable: Adds Taxable ( MVA ) behind the company registration number on the printed invoice.
Non-taxable: Only the company registration number ( Org.nr. ) is visible on the printed invoice.
Corporate VAT: Adds Corporate ( Foretaksregistrert ) in front of the company registration number ( Org.nr., and VAT ( mva. ) behind it, on the printed invoice. - Adds the tax certificate F-skattebevis for your company on the printed invoice.
Taxable - discontinuation of activities: Adds this text ( MVA - Under avvikling ) behind the company registration number ( Org.nr. ) on the printed invoice.
Non-taxable - discontinuation of activities: Adds this text ( Ingen mva. - Under avvikling ) behind the company registration number ( Org.nr. ) on the printed invoice.
Corporate VAT - discontinuation of activities: Adds this text ( Foretaksregistrert MVA - Under avvikling ) behind the company registration number ( Org.nr. ) on the printed invoice.

Default tax agency

The ID and name of the default tax agency that will be suggested as tax agency in windows related to VAT handling. If you have selected File VAT by branch you can define the default tax agency for each branch. If this field is left empty for the branch, the system will use the default tax agency selected for the company.

## The Altinn settings tab On this tab, you can view and update the Altinn settings for the branch. ### The RF-1301 (Norway only) section

Element	Description
Name	The name of the responsible person.
Phone no.	The telephone number of the responsible person.
Notifications by email to	The email to which the sender wants to receive notifications.
Notifications by SMS to	The telephone number to which the sender wants to receive notifications.

### The SAF-T report information section

Element	Description
Contact person	The responsible person for the SAF-T report that the government may contact. In order to use the Download file button in the SAF-T report (TX50600S) window, this field must contain information since it is mandatory for the SAF-T report.
Email	The email address of the responsible person for the SAF-T report. This information is mandatory for the SAF-T report.
Phone no.	The telephone number of the responsible person for the SAF-T report. This information is mandatory for the SAF-T report.
Reference number	The reference number of the report given by Altinn to be used in the SAF-T report. This information is mandatory for the SAF-T report.

## The Intrastat tab On this tab, you can view and update the Intrastat settings for the branch. ### The Report settings section

Element	Description
Internal code	This code is used only in Finland, it is called the INT code, and is given by the Customs authority. It is most often used in cases where the company has offices in different locations and each office wants to submit a statistical declaration of their own, due to practical reasons. The code is not mandatory.
Declarant ID	The ID used for Intrastat reporting.
Contact person	The contact person responsible for the Intrastat report.

### The Agency information section

Element	Description
Use agency	The name of the agency, if you are using an agency to do the Intrastat reporting for your branch.
ID	The ID number for the agency.
Organisation name	The agency’s name.
VAT number	The agency’s VAT number.
Internal code	The internal code for the agency.
Phone number	The agency’s telephone number.

Concepts

Tasks

Windows

Buildings (CS205010) /visma-net-erp/help/organisation-structure/organisation-structure-windows/buildings-cs205010 page By using this window, you can view which buildings belong to which branches and assignavailable buildings to specific branches. 2026-02-19T17:09:06+01:00 # Buildings (CS205010) By using this window, you can view which buildings belong to which branches and assignavailable buildings to specific branches. 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 In this area, you can select a branch to view the list of its buildings or to assignbuildings to it.

Element	Description
Branch	The branch for which you want to assign or viewbuildings.

## The table By using this area, you can add buildings to the list of those assigned to theselected branch or remove the buildings. The table toolbar includes only standard buttons.

Column	Description
Building	The building to be assigned to the selected branch.Select thebuilding from the list of fixed assets defined as buildings.
Description	The description of the building.

Concepts

About multi-branch support

Company tree (EP204060) /visma-net-erp/help/organisation-structure/organisation-structure-windows/company-tree-ep204060 page 2026-02-19T17:09:06+01:00 # Company tree (EP204060) 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
Update tree	Updates the company tree to display recently added nodes, work groups, and work group members.

## The Company tree pane In this pane, the existing work groups are represented as nodes. You can click a node icon to the left of any work group to expand the node and view the hierarchical structure of the work group. The toolbar on the pane includes only custom buttons, which are described below. ## The List of groups table By using this table, you can create work groups positioned at the same level in the company tree. As you add a new group to the list, it will appear in the **Company tree** pane.

Element	Description
Move node up	Moves the selected node one position up in the list.
Move node down	Moves the selected node one position down in the list.
Description	A description of the group that can serve as an ID.

## The Group members table You can use this table to view and update the list of members of the group selected in the **List of groups** table.

Element	Description
User	The user associated with the employee.
Employee ID	The ID of an employee who is a member of the group.
Employee name	The name of the employee.
Position	The employee position in the company.
Department	The department of the employee.
Owner	If you select this check box,, it indicates that this member is the owner in the work group — that is, a user who, by default, is assigned work items that are assigned to the group.
Active	Select this check box to include the user in the selected work group.

Departments (EP201500) /visma-net-erp/help/organisation-structure/organisation-structure-windows/departments-ep201500 page In this window, you can add, view, edit, and delete departments in your company. 2026-02-19T17:09:06+01:00 # Departments (EP201500) In this window, you can add, view, edit, and delete departments in your company. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The table Use this table to add, view, edit, and delete departments in your company.

Column	Description
Department ID	The unique identifier for the department.
Description	A detailed description of the department.
Expense account	The expense account to be used for recording department-related expenses.
Expense sub.	The subaccount to be used for recording department-related expenses.

Tasks

Windows

Employee classes (EP202000) /visma-net-erp/help/organisation-structure/organisation-structure-windows/employee-classes-ep202000 page You can use this window to create, view, and edit employee classes. 2026-02-19T17:09:06+01:00 # Employee classes (EP202000) You can use this window to create, view, and edit employee classes. 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 create, view, and edit employee classes. For more information, see: [Create employee classes](/visma-net-erp/help/time-and-expenses/reporting-of-time/create-employee-classes/). When you create new employees by using the [Employees (EP203000)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/employees-ep203000/) window, you must specify a particular employee class. The system will then fill in many of the elements in the window with default values provided by the class. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The top part You use the elements in this area to create a new employee class or to select an existing class so that you can view or modify its settings.

Element	Description
Class ID	A unique identifier assigned to an employee class.
Description	A detailed description of the employee class.
Account used for payment	The account used for payment for this employee class.

## The General settings tab Changing a setting for a class will not change that setting for all employees of the class; the class settings are used to provide default values only when you create new accounts for employees of the class.

Element	Description
Terms	The terms used as a schedule to pay salary or wages for employees of the class.
Payment method	The payment method to be used by default for compensation payments.
Cash account	The cash account to be used for compensation payments.
Supplier account	The supplier account used to record payments owed to employees of the class.
Supplier subaccount	The corresponding subaccount.
Cash discount account	One of the cash discount accounts used in the Supplier ledger workspace; this account is not actually used for employees.
Cash discount sub.	The corresponding subaccount.
Prepayment account	The account to be used to record prepayments paid to employees of the class.
Prepayment subaccount	The corresponding subaccount.
Expense account	The account to record compensation amounts paid to employees of the class.
Expense subaccount	The corresponding subaccount.
Sales account	The account to record any sales made by employees of the class.
Sales sub.	The corresponding subaccount.
Currency ID	The currency of the payments.
Enable currency override	A check box that (if selected) indicates that the currency may be changed for particular documents associated with the employee.
Curr. rate type	The rate type to be used for the employees of the class.
Enable rate override	A check box that (if selected) indicates the currency rate type may be changed for particular documents associated with the employee.
Calendar	The calendar that defines work hours for the employees of the class, as well as the time zone they work from. Select the appropriate calendar from the list of calendars.
VAT zone ID	The default VAT zone for the class.
Regular hours validation	The extent of validation of regular work hours for this employee. The default value is provided by the employee class. The following options are available: Validate Enables validation of regular work hours. If the total number of entered regular hours does not equal the number specified in the Regular hours per week field on the Employee cost tab, you will not be able to submit the time card for approval. Warning only Regular work hours are validated. Enables validation of regular work hours. If the total number of entered regular hours does not equal the number of regular hours per week, you will see a warning but you will still be able to release the time card. None Disables validation of regular work hours for this employee.
Time card default date	A setting that defines which date is specified by default for a new record that an employee of the class enters. Next work day (selected by default): For the first activity in the selected reporting period, the default date is the first work day of the period. Last day entered: For the first activity in the selected reporting period, the default date is the starting date of the period.
Webhook notification	A check box which (if selected) indicates that the system will select the webhook notification check box for all employees in the given employee class.

## The Attributes tab This tab contains a table with the list of attributes associated with the employee class. Each attribute can be selected from the list of attributes defined in the [Attributes (CS205000)](/visma-net-erp/help/common-settings/common-settings-windows/attributes-cs205000/) window.

Column	Description
Active	A check box that indicates (if selected) that the attribute is available for all employees of the class. You can deactivate an obsolete attribute by clearing the check box—in this case, the deactivated attribute will no longer be displayed for employees of the class, but all attribute values that have already been specified for existing records still will be stored in the database, so if you re-activate the attribute, its values will become visible in the system again.
Attribute ID	The name of the attribute, which serves as its identifier.
Description	A brief description of the attribute.
Sort order	A number that represents the order of the attribute in the list of class attributes.
Required	A check box that (if selected) indicates that the attribute value is required for an employee of the class.
Internal	A check box that (if selected) indicates that the attribute is not available for portal users.
Control type	The type of the attribute: Text, Combo, Multi select combo, Lookup, Checkbox, or Datetime.
Default value	The default value of the attribute.

Tasks

Windows

Employees (EP203000) /visma-net-erp/help/organisation-structure/organisation-structure-windows/employees-ep203000 page You can use this window to create employee accounts or to view and edit existing employee accounts. 2026-02-19T17:09:06+01:00 # Employees (EP203000) You can use this window to create employee accounts or to view and edit existing employee accounts. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## The window toolbar

Actions

Provides the following menu commands, which you can click to invoke actions:

Detach the employee’s login: Clears all login information and removes the login associated with the employee.

The menu item is available for all users who have access to this window. However, only administrators can use the User info tab in this window to create a new login or manage existing logins.

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

## The top part You use the elements in this area to create a new employee account or to view or edit an existing employee account.

Employee ID

The unique identifier, which is assigned to the employee in accordance with the configuration of the EMPLOYEE segmented key.

Employee name

The name of this employee.

Status

The status of the employee. The following options are available:

Active: The employee currently works for the company.
On hold: The employee account has not yet been activated.
Hold payments: Payments should be held for some reason.
Inactive: The employee has finished his or her work for the company.
One-time: The employee is defined as a one-time employee.

## The General information tab This tab contains the employee's contact information, address, and other general settings. ### The Contact info section

Element	Description
Employee contact	Link to the contact associated with the employee.
Title	The courtesy title to be used for the employee.
First name	The first name of the employee.
Middle name	The middle name of the employee.
Last name	The last name of the employee.
Phone 1	The phone number of the employee. Select the phone number type, and enter the phone number in the adjacent field.
Phone 2	An additional phone number of the employee.
Phone 3	An additional phone number of the employee.
Fax	The fax number of the employee. Select the fax type, and enter the fax number in the adjacent field.
Email	The employee email address. Note that an email address is required when you assign a user account to an employee.
Web	The website of the employee, if any.

### The Address info section

Element	Description
Address 1	The home address of the employee.
Address 2	The second line of the home address (if needed).
Address 3	The third line of the home address (if needed).
Postcode	The postcode for the employee address.
City	The city of the employee address.
Country	The country of the employee address.
County	The state of the employee address. If a list is available, select the state from the list of states in the country you selected above.

### The Employee settings section

Element	Description
Employee ref. no.	A reference number for the employee.
Employee class	The class of the employee. Select one of the employee classes and many elements on the Financial settings tab will be filled in with the class settings.
Branch	The branch or location of your organisation where the employee works.
Department	The department the employee works for.
Calendar	The calendar that describes the work hours of the employee and the time zone the employee works from. The default value is the calendar associated with the employee class.
Regular hours validation	The extent of validation of regular work hours for this employee. The default value is provided by the employee class. The following options are available: Validate Enables validation of regular work hours. If the total number of entered regular hours does not equal the number specified in the Regular hours per week field on the Employee cost tab, you will not be able to submit the time card for approval. Warning only Regular work hours are validated. Enables validation of regular work hours. If the total number of entered regular hours does not equal the number of regular hours per week, you will see a warning but you will still be able to release the time card. None Disables validation of regular work hours for this employee.
Reports to	The manager or other employee who is responsible for the employee assignments. This information can be used on assignment maps for finding a proper work group for approving claims, time cards, and related documents.
Salesperson	The salesperson identifier of the employee, if the employee is a salesperson.
Employee login	The username to be used when the employee signs into the system.
Currency ID	The currency to be used for the employee compensation payments.
Enable currency override	A check box that (if selected) indicates that the currency may be changed for particular documents associated with the employee.
Curr. rate type	The currency exchange rate type to be used for the employee.
Enable rate override	A check box that (if selected) indicates that the currency rate type may be changed for particular documents associated with the employee.
Labour item	The non-stock item (of the Labour type) used as a source of expense accounts for transactions associated with projects or contracts.
Forward emails	A check box that (if selected) indicates that this employee’s emails should be forwarded to the employee’s email address.
Time card is required	A check box that (if selected) indicates that time cards are required for this employee.
Webhook notification	A check box which (if selected) indicates that the system will send a notification when an employee is created or updated.
Target ratio %	The invoiceable part of the employee’s time. Used for inquires and reports.

### The Personal info section

Element	Description
Date of birth	The employee’s date of birth.

## The Employment history tab This tab contains information about the employee's history of employment in the company. By using this tab, you can also generate empty time cards for a particular time interval by clicking **Generate time cards**. ### The Generate time cards dialog box

Element	Description
From	The start date of the time interval for which you want to generate empty time cards.
Until	The end date of the time interval for which you want to generate empty time cards.
Generate (button)	Generates released empty time cards for the specified time interval.
Cancel (button)	Closes the dialog box, and cancels the process of generating the time cards.

Element	Description
Active	A check box that (if selected) indicates that the employee currently holds this position.
Position	The position the employee held in the company between the start date and the end date (see below).
Start date	The date when the employee was appointed to this position.
Start reason	The reason the employee was appointed to this position. You can select one of the following options: New The employee was newly appointed to the position. Rehire The employee was rehired by the company. Promotion The employee was promoted. Demotion The employee was demoted. New skills The employee acquired new skills. Reorganisation The position resulted from reorganization that the company underwent. Other The employee’s appointment to the position occurred due to some other reason.
End date	The date when the employee was appointed to another position or the employee’s employment in the company was terminated.
Terminated	A check box that indicates (if selected) that the employee stopped working for the company.
Termination reason	The reason the employee’s employment in the company was terminated. You can select one of the following options: Retirement The employee has retired. Layoff The employee has been laid off. Terminated for cause The employee has been fired for a specific reason. Resignation The employee has resigned. Deceased The employee has died. Medical issues The employee has stopped working due to medical issues.
Rehire eligible	A check box that (if selected) indicates that the former employee is eligible for rehire. This check box is available only if the Terminated check box is selected.

## The Financial settings tab You use this tab to specify the accounts involved in recording the employee compensation and payments. If you have selected an employee class on the **General info** tab, these elements will initially be populated with the values specified for the class, but you can change any of the values. ### The General ledger accounts section

Element	Description
Supplier account	The supplier account to be used to record payments owed to the employee.
Supplier ledger sub.	The corresponding subaccount.
Prepayment account	The account to be used to record prepayments paid to the employee.
Prepayment sub.	The corresponding subaccount.
Cash discount account	One of the cash discount accounts used in the Supplier ledger workspace; this account is not actually used for employees.
Cash discount sub.	The corresponding subaccount.
Expense account	The account that will be used to record compensation amounts paid to the employee.
Expense sub.	The corresponding subaccount.
Sales account	The account to be used to record sales made by the employee, if applicable.
Sales sub.	The corresponding subaccount.

### The Financial settings section

Element	Description
VAT zone	The applicable VAT zone.
Terms	The terms used as a schedule to pay salary or wages for the employee.

### The Payment settings section

Element	Description
Payment method	The payment method to be used by default for compensation payments. The selected payment method defines the custom columns displayed in the Payment instructions field.
Cash account	The cash account to be used for compensation payments.
Charge bearer	Specifies which party will pay charges due for processing of the payment.
Account used for payment	The account used for the payment.

## The Attributes tab This tab allows you to specify values of the attributes (if any) to categorise the employee. The list of attributes available on this tab depends on the attributes specified for the employee class to which the employee belongs.

Element	Description
Attribute	The attribute name.
Required	A check box that (if selected) indicates that you will not be able to save changes in the employee record unless you specify an attribute value.
Value	The value of the attribute specific to this employee.

## The Activities tab This tab has a table with the list of activities, such as tasks, events, and other activities associated with the employee. By using this tab, you can add a particular task, event, email, or some other activity to associate it with the employee.

Element	Description
Add task	Opens the Task (CR306020) window so you can create a new task.
Add event	Opens the Event (CR306030) window so you can create a new event.
Add email	Opens the Send (CR306015) window so you can send an email to the lead.
Add activity	Contains a menu with menu commands that correspond to the list of activity types configured in the Activity (CR306010) window. By clicking a menu command, you open the Activity (CR306010) window, where you can create an activity of the corresponding type.

In addition to the columns described below, the table includes columns (labeled with icons) you can use to attach notes and files to the activity, see if it is completed, and check its priority level.

Element	Description
Type	The type of the activity.
Summary	The description provided for the activity.
Status	The status of the activity.
Mail status	The status of the associated email message (if applicable).
Released	A check box that (if selected) indicates that the activity has been released.
Start date	The start date and time of the activity.
Created at	The date and time when the activity was created.
Time spent	The total time spent on the activity.
Work group	The work group the activity is assigned to (if any).
Owner	The name of the user to whom the activity is assigned.

## The Mailings tab This tab provides a table with information on mailings for which this employee is defined as a recipient.

Column	Description
Workspace	The workspace where the mailing is defined.
Source	The entity, Supplier or Customer, that is the source of emails.
Mailing ID	The identifier of the mailing.
Employee class	The employee class for which the employee receives the mailing.
Description	The description that has been provided for the class.
Report	The particular report to be used as the body of emails if the mailing uses a report rather than an email template.
Notification template	The email template to be used to generate personalised emails for this mailing, if the mailing uses a template rather than a report.
Format	The format of the report, if applicable.
Bcc	A check box that you select to indicate that a blind carbon copy of emails will be sent for this mailing.
Active	A check box to indicate that this mailing is active for the employee.

## The Labour item overrides tab On this tab, you define the relationship between an earning type and a labour item, which is the source of expense accounts. Thus, depending on the earning type of the activity, the system will use particular expense accounts for posting particular project transactions.

Column	Description
Type of hour	The type of hour for the activity, which determines how labour price is calculated.
Description	The description provided for the type of hour.
Labour item	A non-stock item of the Labour type, which is the source of the expense accounts that the system uses for posting particular project transactions.
Default price	Read only. The default price of the selected labour item. This price is not used in project transactions and is displayed for information only.

## The Employee cost tab This tab provides information about the hourly rates of the employee. ### The Default rates table

Column	Description
Effective date	The date when the rates specified by this row become effective.
Type of employment	The type of employee with regards to pay. You can choose one of the following options: Hourly The employee is paid (usually weekly or biweekly) based on hourly rate for hours worked. Salaried non-exempt The employee is compensated based on salary, with overtime hours paid additionally. Salaried exempt The employee is compensated based on salary, typically paid once or twice a month.
Regular hours per week	The work hours that the employee should spend during a week on activities with the Regular hours earning type.
Annual salary amount	The annual salary amount of the employee (only applicable for salaried employees).
Hourly rate	The hourly rate of the employee’s pay (only applicable for employees payed hourly).

### The Overrides table

Column	Description
Project	The specific project the employee participates in.
Task	The project task the employee works on.
Hourly rate	The hourly rate for this project task if the employee is paid on an hourly basis.

## The User info tab You can use this tab to view and edit information about the user account associated with the employee. ### The top part

Element	Description
Status	The account status. The following options are available: Not created The selected employee is not associated with any user account. Pending activation The new user account is awaiting activation. Active The user account is active. Online The user is signed in to the system. Disabled The user account is disabled. Temporarily locked The user account is temporarily locked out.
User type	The user type of this user, which defines the set of roles available to the user and the creation rules of the user account.
Login	The username for authorisation within the system.
Password	The password the new user should use when initially signing in. This box is displayed (and is required) for newly added users and is available only if you clear the Generate password check box.
Generate password	A check box that you select to have the system generate the password automatically. This check box appears only for newly added users. The information to sign in will be sent to the user’s email address when you save the user account.
Reset password	Brings up a dialog box to let you reset the password for the selected user. This button becomes available after the user account has been created.
Activate user	Activates the new user account if the account requires activation. This button is available only for the user accounts with the Pending activation status.
Enable user	Enables the selected user account. This button is available only for disabled user accounts.
Disable user	Temporarily disables the selected user account. This button is available only for enabled user accounts.
Unlock user	Unlocks the selected user account. This button is available if the account has been temporarily locked.

### The table

Column	Description
Role name	The name that identifies the role.
Role description	The description of the role.

## The Delegates tab On this tab, you can specify employees to whom you want to delegate the creation and adjustment of your expenses in the [Expense receipts (EP301010)](/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-receipts-ep301010/) and [Expense claims (EP301030)](/visma-net-erp/help/time-and-expenses/time-and-expenses-windows/expense-claims-ep301030/) windows.

Column	Description
Delegate	The identifier of the employee who has been appointed a delegate.
Employee name	The full name of the delegate employee.

## The Webhook notification tab This tab is only visible if the **Webhook notification** check box is selected on the **General information** tab. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}View notification feedback{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Webhook notification feedback** window where the message from the third-party integrator is visible.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Resend notification{{< /vismanet-cell >}} {{< vismanet-cell >}}Resends the notification.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Success{{< /vismanet-cell >}} {{< vismanet-cell >}} If the message has been sent successfully, the value in the column is **True**. If it failed, the value is **False**. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Event{{< /vismanet-cell >}} {{< vismanet-cell >}} Represents the event category indicating if an entity has been created or updated. One of the following statuses will appear: + **Entity created** + **Entity updated** + **Entity deleted** - only available for accounts + **Document status changed** + **External action triggered** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Status{{< /vismanet-cell >}} {{< vismanet-cell >}} Indicates the status of the message: + **Sent** + **Resent** + **Available** + **Consumed** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Source{{< /vismanet-cell >}} {{< vismanet-cell >}} Indicates the source of the event: Visma Net : If the source is this, the status can be **Sent** or **Resent** APIs : If the source is this, the status is **Available**. It is ready to be sent to third party-integrators. External integrator : If the source is this, the status is **Consumed**. The customer confirms receiving the message. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Document status{{< /vismanet-cell >}} {{< vismanet-cell >}} Indicates that a document has a new status. For example, when a sales order is changed from status **On hold** to **Open**. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}User{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates which user made a change to the entity.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Date{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates the date when the change was made.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Message{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates the detailed message identifier that has been sent.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}}

Tasks

Windows

Positions (EP201000) /visma-net-erp/help/organisation-structure/organisation-structure-windows/positions-ep201000 page In this window, you can add, view, edit, and delete positions available in your company. 2026-02-19T17:09:06+01:00 # Positions (EP201000) In this window, you can add, view, edit, and delete positions available in your company. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The Position table You use this table to add, view, edit, and delete positions and their descriptions.

Column	Description
Position ID	The unique identifier for the position.
Description	A detailed description of the position

Tasks

Windows

Work calendar (CS209000) /visma-net-erp/help/organisation-structure/organisation-structure-windows/work-calendar-cs209000 page 2026-02-19T17:09:06+01:00 # Work calendar (CS209000) This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## What to do from this window + [Create a work calendar](/visma-net-erp/help/organisation-structure/create-a-work-calendar/) ## The top part You use the elements in this area to specify an ID and description for a new calendar, or to select an existing calendar. Once you select a calendar, you can view the calendar settings on the tabs and make any necessary edits.

Element	Description
Calendar ID	The unique ID of the calendar.
Description	A description of the calendar.
Time zone	The time zone associated with the calendar. Select the proper time zone from the list of all time zones available.

## The Calendar settings tab On this tab, you define the working hours of the branch or its employees or business partners, depending on the particular calendar. The elements are grouped into seven rows, one for each day of the week.

Element	Description
Day of the week	The day of the week. Select the check box for the day if it is a work day.
Start time	The time when the working hours start on this day of the week.
End time	The time when the working hours end on this day of the week.
The goods are moved	A check box that you select if goods can be moved on this day of the week.

## The Exceptions tab You use this tab to configure exceptions to the normal calendar for a particular year. Holidays, for example, may preempt work days or shift them to days when the employees generally do not work. Exceptions also may include changes in working hours for particular days, such as early closings.

Column	Description
Date	The date of the exception.
Day of the week	The day of the week on the specified date.
Description	A description of the exception.
Work day	A check box that indicates (if selected) that this day is a work day. If this check box is not selected, the day is considered a non-working day.
Start time	The start time of the working hours.
End time	The end time of the working hours.
The goods are moved	A check box that indicates (if selected) that goods are moved on the date of the exception.

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