About preliminary configuration

Visma Net provides multiple tools that you can use to successfully interact with your customers and to maintain accurate and up-to-date information about these customers.Before you begin entering customer accounts, you need to perform certain planning and configuration tasks.
In this topic, you will read about the steps you should perform before you start setting up customer accounts.

Overview of the preliminary configuration process

You need to perform the following steps before you start setting up customer accounts:

1. You plan customer accounts and the supporting entities. During this step, you will not yet act upon your plans; you are gathering information and making decisions that will affect configuration.
2. You set up the entities you need for successful management of customer accounts.
3. You set up the customer classes that will make it easier for users to set up accounts.
4. You adjust the settings of the Customer ledger workspace to ease the entry and maintenance of customer accounts.

After you have finished the preliminary configuration, setting up customer accounts is a quick and easy process.