About Startup wizard

When you have the financial administrator role for Visma.net ERP in your company, you are directed to the Startup wizard when you start Visma.net ERP for the first time.

The Startup wizard guides you through important settings that you have to define before you start using in your company. When you have completed the wizard, the system is set up according to the needs and preferences of your company.

You can run the the wizard only once. Some of the settings cannot be changed if users have started entering data in the system. For more information on this, see the wizard steps below.

All access to the system is blocked for your users until you have completed this wizard.

Preparations

Before you enter information in this wizard, make sure that you prepare the information you need to enter. We recommend that you click each of the step icons below to get an overview of the information you need to have ready before you start.

Navigation

You can navigate to the next and the previous steps in the wizard with the buttons Next and Back on each page of the wizard. All information you enter is automatically saved to the wizard and the system when you leave one step and go to another.

Data validation

Some of the information you enter will be validated by the system, e.g. number formats. Make sure you correct errors before you move ahead or go back.

When you click Finish on the Summary page, you can no longer go back to the other steps in the wizard.

Access the settings after the Startup wizard has been run

Once the Startup wizard has been run, you cannot run it again. However, if you need to change the settings, you can open the wizard in the Visma Help Centre, to get guidance on how to access the different settings.

In Visma.net ERP, select Visma Help Centre by clicking .
Click Getting started.
Click Startup wizard.
Select the topic you want to read to make changes to settings, for example Bank information.
The Visma Help Centre is displayed while you go to the different places in the system where you want to review the settings.

You can also see the help for the wizard settings if you click the icons for each step in the table above.