2023



April 2021

What’s New

 

Dashboards

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:

  • Profit & Loss: Profit, Profit before tax, Accumulated profits, and Accumulated profits before tax.

 

 

  • Balance: Working capital, Current ratio, and Acid-test ratio.

 

 

  • Customers & Suppliers

 

 

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.

 

 

Chart of Accounts

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;

  1. Open Chart of Accounts.
  2. (If applicable) Select integration if you have access to multiple integrations.
  3. (If applicable) Select country the new chart of accounts will apply for.
  4. Select the level for which you want to change the chart of accounts, such as for a company, all companies in a tenant, or all companies under the top level. NOTE: If you select the top- or tenant level, all companies under that level will get the new chart of accounts.
  5. Click the Customize switch.
  6. Click Yes to start customizing.
  7. In the Filters column, select the appropriate filters. ( See Chart of Accounts for more detailed description of the filters. ) Use the Add button in the Action column to add more filter criteria.
  8. Use the Lookup to select accounts. TIP: You can use the Search field to search for accounts.
  9. Click Use value.
  10. Click Save.

Your new chart of accounts is saved and the changes are reflected in your dashboards, reports, and budgets in OneStop Reporting.

 

 

New integration with Visma.net Project Management

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.

Prerequisites:

  • Customer must use PM together with Visma.net Financials (the same company must exist in both systems).
  • Customer must specify in which tenant (in OneStop Reporting) they want the PM integration, if they have several tenants.
  • Customer must have activated the REST API in their PM application (We have made documentation that you will receive when ordering for how this is done).

How to order the Project Management integration?

Existing customers:

Email salesorders.osr@visma.com, with the following information:

  • Customer name
  • OSR tenant (s) customer must have the PM integration

 

New customers:

Order OneStop Reporting with Visma.net from the price calculator, add in the comments field that the customer wants Visma.net Project Management.

 

Fixes

Administration – User report

We have fixed an issue where data displayed in the User report would show incorrect data. Learn more about creating reports in Administration here.