December 2021

What’s New


Dashboards are now available for Denmark and Finland

We are happy to introduce Dashboards to our Finnish and Danish customers.

Dashboards include a set of predefined dashboards that will give you an at-a-glance overview of your company’s economic situation.

There are two categories of dashboards:

  • Profit & Loss
  • Customers & Suppliers

 

Make adjustments to the dashboards

  • To change period for all dashboards; In the top right corner, click  https://help.onestopreporting.com/wp-content/uploads/2021/04/word-image-17.pngPeriod and select period from the list.
  • (If applicable) To change company for the dashboards; In the top right corner, click  https://help.onestopreporting.com/wp-content/uploads/2021/04/word-image-18.pngCompanies and select company from the list.
  • See actual values; Hover over the graphs.
  • Drill down; Click the graph and click the transaction data, such as General Ledger.
  • Hide/Show data series in the chart; In the Legend, click the period and select Hide series or Show series from the list.
  • Change the dimension on your x-axis; Click the list below the chart and select dimension, such as Department.
  • Move the legend; Click in the upper right corner of the legend and drag to desired position.
  • Hide/Show legend; Click ⁝ Options and select Hide/Show legend.
  • See chart as table; Click ⁝ Options and select View as table.
  • Download chart as SVG or CSV; Click ⁝ Options and select Download SVG or Download as CSV.

 

Dashboard categories

 

Profit & Loss

Profit

Profit is all total income of a business within a given period.

Profit consists of all the income that the business has had during an accrued time frame. As a rule, this involves earnings from invoiced goods and services, cash sales, and other income.

Accumulated profits

Accumulated profit is the sum of previous periods, plus the current period.

Profit before taxes

In the income statement, all operating revenues and operating expenses for the current financial year are set up. By calculating the difference between all income and all expenses, you arrive at the annual result before tax.

Accumulated profits before tax

Accumulated profit before tax is the sum of previous periods, plus the current period before tax.

 

Customers and suppliers

Age-distributed balance list customers – overdue

This age-distributed balance list shows all overdue items per customer.

Age-distributed balance list customers – non-overdue

This age-distributed balance list shows all non-overdue items per customer.

Open customer records Top 10 today’s date

This report shows the company’s ten largest customers.

Age-distributed balance list suppliers – overdue

This age-distributed balance list shows all overdue items per supplier.

Age-distributed balance list suppliers – non-overdue

This age-distributed balance list shows all non-overdue items per supplier.

Open Vendor Items Top 10 Today’s Date

This report shows the company’s ten largest suppliers.

 

TIP: You can change the Chart of Account to suit your business needs.

 

New layout for Norwegian Visma.net reports

We have updated the layout for all Norwegian Visma.net reports to a new modern design. In addition, the new reports allow for Chart of Accounts filtering.

 

Dashboards for Visma.net: View data for Branches

(for Swedish and Dutch customers only)

If you have set up branches in Visma.net, it is now possible to filter the data for your branches in the Dashboards.

To filter your dashboard to view data for a specific branch:

  • In the top right corner, click   Branch and select branch from the list.

 


Fixes

 

Data Manager: Fixed issue with copying OSR-dimensions

We have fixed an issue where users would get an error message when attempting to copy and paste OSR Dimensions, such as Scenario, Transaction type, Transaction Type, OSR Currency type.