Company template (CS10300S)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This window is used to create a template to efficiently set settings when creating new companies.

The template will be based on settings for all windows in the list in the table section. Settings are based on the company you are logged in to.

Available windows are listed in the windows table.

This template can be used in the first time start up for new companies.

Element Description
Template name Enter the name of the template you want to create.
Make available Select this check box to make the template available at first time start up of new companies.
Access code

An access code to limit the access for this template. We recommend a logical name to group/categorise the templates.

It is possible to use the same access code for several template.

This filed is alphanumeric, up to 255 characters.

The code will be used in the first time start up for new companies.
Element Description
Category

Settings implemented in the template will be retrieved from all categories/the complete list of windows displayed.
To view specific settings in windows, you can select a category to simplify the search for the window.

It is not possible to select individual windows within a category.

After creating a template, it will be possible to change individual settings.

The categories are:

  • Show all categories
  • Preferences
  • Classes
  • Miscellaneous setup data
  • Reports
Column Description
Window

Name and link to windows you want to use to create the template.
The settings in these windows will be replicated when using this template during first time start up.
Module name The workspace in Visma Net where the window resides.
Category The category selected in the above part of this window.