About system-wide actions

If you prefer to perform detailed financial analysis by using a Microsoft Excel spreadsheet, you can export data from Visma.net ERP to Excel or CSV formats.

The system also supports import from these formats if, for example, you have some data that you want to process with Visma.net ERP.

For details, see: About the integration with Excel.

In Visma.net ERP, some record types, such as generic inquiries and ARM reports, have a complex structure.

Sometimes, you may need to export data from these windows, for example, to transfer a generic inquiry to another instance.

Then in the other instance, you need to import this generic inquiry.

You can import and export these records in XML format.

A window has XML export and import functionality when the Export as XML and Import from XML menu commands are available if you click Clipboard in the window toolbar after you select an entity. For example, navigate to the Generic inquiry (SM208000) (SM208000) window, select an inquiry, and notice that this menu command is available.
For details, see: Export data to XML and Import data from XML.

Within Visma.net ERP, you can find help topics, files, notes, window titles, and entities, such as suppliers, customers, prospects, employees, leads, and cases by using the search capabilities.

The system considers all possible windows of the keyword or phrase that you have entered, and the search results are listed from the most relevant to the least relevant.

You can also search for exact matches of the entire keyword or phrase by enclosing it in quotation marks.

For example: Searching for “Western star trucks” will return only the customer with this exact name.

You start a search by typing a word, a part of a word, or a phrase into the Search field in the navigation pane, as described in Start a search.

If you want to find a window by its name, you can type the window name in the Search field .

For details, see: Search for a window.

If you need to search for files attached to records, you can use the Search in files (SM202520) (SM202520) window.

You can search the files by the window to which the file was imported or by any combination of the following criteria:

• Any text contained in the file name
• The author or creator of the file
• The date range during which the file was added to the system
• The user who checked out or added the file

The system narrows the search results based on the access rights of the user who performs the search.
If you don't have permissive access rights to particular data (such as supplier accounts), these objects will not appear in the search results, even though they match the search criteria.
Your access rights to file attachments are determined by your rights to the entities to which the files are attached.

In Visma.net ERP, files can be attached to any record that the system keeps for the objects, such as invoices, leads, customers, purchase invoices, sales orders, and batches of transactions, which users add by using data entry windows. You can attach different files, such as images in various formats, scanned documents, and internal instructions for employees.

The value in parentheses to the right of the File menu in the window title bar shows the number of files attached to the selected record.

For details, see: Attach a file to a record.

If you need to, you can attach files to any detail of a record (that is, an object, entity, or document created by using a window).

A record detail is a particular row in the record that a user has added by using the data entry window.

For the procedure, see: Attach a file to a record detail.

You can easily manage and track files and images attached to Visma.net ERP records and record details for various purposes.

In addition to attaching files, you can attach text notes to records. You can use these notes to communicate key information about the record or record detail to other users.
For details, see: Attach a note to a record. As with files, you can attach notes to record details.
For a procedure, see: Attach a note to a record detail.

In Visma.net ERP, you can create a document (such as a purchase invoice, invoice, or sales order) and an object (such as a supplier or customer class) in the following ways:

• From scratch: You fill in all necessary elements of a document or object from the beginning.
• By using a copy-and-paste option: You copy and paste a document or object of the same type.
• By using a template: You use a previously created template of a document or object that contains some default fields.

If you use templates or copying and pasting, these processes make creation of documents and objects much easier because you need to fill in or change fewer elements.
For applicable windows, you can find the copying and pasting options and a list of templates in the Clipboard menu in the window toolbar.
For details, see: Copy document content to a new document and Create a document by using a template.