NOTE: Dashboards are released to Visma Business, Visma.net ERP, PowerOffice Go, Tripletex, 24SevenOffice, and Xledger.
Countries: Norway and the Netherlands
We are excited to introduce Dashboards to OneStop Reporting. Dashboards include a set of predefined dashboards that will give you an at-a-glance overview of your company’s economical situation.
There are three categories of dashboards:
You can change the period for the dashboards and which company to see information for.
You can hover the chart to read the actual values.
You can even click on a data series to drill down to the transactions to see the actual numbers.
From this transaction table you can even drill down to see the actual voucher.
In your dashboard, you can easily change the category on your x-axis. For example, you can select to view Project instead of period.
You can also view the dashboard as a table, or download as SVG or CSV.
If you want to move or hide the legend, just click and drag, or click Options and click Hide legend.
For more information about Dashboards, see Dashboards.
NOTE: Released for Visma Business, Visma.net (NL, NO), Visma Global, Tripletex, PowerOffice GO, and Xledger.
In OneStop Reporting, we have a default chart of accounts, however, you can now customize these to suit your business needs. The changes you make to the chart of accounts are reflected in your dashboards, reports*, as well as budgets* in OneStop Reporting. (*You need to set up Expressions in your reports/budget templates in order for this to work.)
You can customize the chart of accounts at the top-, tenant-, or company level. If you, for example, make changes at the tenant level, all companies under that tenant will get the customized chart of accounts.
Note that you must be an administrator at the top, group, or tenant level to be able to access the Chart of Accounts tool, and the levels you have access to customize depend on which level you have administrator rights for.
For the top- and tenant level, the Chart of Account tool always performs a validation of the accounts against one of your companies. If you want to change the reference company for this validation, use the Reference company drop-down list in the upper right corner to change.
If you see a ‘Not mapped’ notification in a yellow box, it means you have accounts that are not part of the chart of accounts. We strongly recommend that you fix the issues, however, this warning will not prevent you from customizing your chart of accounts.
To customize the Chart of Accounts;
Your new chart of accounts is saved and the changes are reflected in your dashboards, reports, and budgets in OneStop Reporting.
Applies to Visma.net Financial and Project Management customers
With the new Visma.net Project Management (PM) integration you can now create reports comparing information you have in PM with your Visma.net Financials data.
How to order the Project Management integration?
Email email@example.com, with the following information:
Order OneStop Reporting with Visma.net from the price calculator, add in the comments field that the customer wants Visma.net Project Management.
We have fixed an issue where data displayed in the User report would show incorrect data. Learn more about creating reports in Administration here.