My startpage

This is the employee's personal page that is shown when starting Visma Advisor. Here the employee can, for example, follow up their hours and invoicing, access their activity view, see their time registrations, to-do notes as well as sent e-mails and resize and move the graphs by drag-and-drop.

To resize a graph you place the mouse cursor over the lower right hand corner, press and hold down the left mouse button, then move the mouse while still holding down the left mouse button. This is also how you rearrange your graphs on the board.

You can also show and hide the data shown in the graphs. To hide a bar, just click the name of the bar at the bottom and it will be deactivated and you can focus on the ones displayed in the graph. To make the bar active again, click on the deactivated bar name and it will appear again.

My start page consists of the following tabs:

The chart Worked hours will be customised based on which user rights you have for the reports. With full permission you can see planned and actual worked hours for the entire agency. By selecting different alternatives, additional settings and selections can be made. For example, it is possible to make a selection of an employee or customer.

The Invoicing chart will be customised based on the user rights for the report. With full permission you can see amounts for the entire agency. By selecting different alternatives, additional settings and selections can be made. For example, it is possible to make a selection of an employee or customer. The graph presents invoiced amounts in that month the time registration was made, not when the invoice basis was created.

This chart shows the work hours registered during the current week by the employee that is logged in. A bar chart shows external hours, internal hours and absence. Here the sum of approved hours from the time bank is also shown. By clicking on a bar chart, the underlying time registrations are shown in a pop-up dialogue.

The bulletin board is a space where the agency can post internal messages that are relevant to all employees. On this page, every employee can add information. This information will be visible for all agency co-workers that have access to Visma Advisor.

This panel is a space where you can add links to web pages that you wish reach in an easy way. It is only employees with full permissions to Settings that can manage the links. The panel has a limitation of ten links.

Here you can see a list of the agency's five most profitable clients for the previous month. For each customer, the average hourly rate and contribution margin for the monthly invoicing are displayed. The list is sorted by the size of the contribution margin, the highest at the top.

Contribution margin = Invoicing amount - Costs

Average hourly rate = Invoicing amount / registered time

You can also drill down on each customer and see the corresponding value per task.

Note that it is only employees with full permission to reports that can add and view the data in the chart.

This feature will help you to find and reach the customers services with fewer clicks. Here you can search for the customer using either the customer number or name and directly click the icon for the service you wish to work with. You can add and save up to 3 customers. In this shortcut overview you will also get some additional information such as Corp ID no and Main contact.

All to do notes, that have been assigned to the employee and that are not yet completed, are shown on the Overview tab. A note that hasn't been assigned to anyone will become visible to you when no employee has been selected in the Select employee. In order to display the To-do-notes on the Overview tab, the note must have a completed by date. When the note is completed, it will not be displayed any more.

The chart Task overview enables you to quickly check the status of a specific task. Each status category consists of the quantity and percentage of customers for which the task status applies to. When you click on a status category within the chart, a list of customers in the category is shown. From here, you can directly go to the customer you want to work with. Here you can also mark checkpoints as completed, either one by one or mark all of them done by marking the checkbox to the left of the column header Checkpoints.

The chart consists of the following status categories:

Completed Refers to customers for which you have set all checkpoints as completed.
In progress Refers to customers for which you have set one or several checkpoints as completed, but where there still are checkpoints that are not completed.
Soon overdue Refers to customers for which you have set a due date for a task. By default this status will be shown 7 days before the task is due. Hoovering over the checkpoint it will show the due date for the task.
Overdue Refers to customers for which you have one or several overdue checkpoints.
Not started Refers to customers for which you have no completed or overdue checkpoints.
All inactive Refers to customers for which all checkpoints are set as inactive for the selected period.

Please note that the chart will not show any data unless you have selected task in the chart settings.

The tab Activity view displays by default all notifications for tasks in which you are a task owner. New notifications are shown at the icon at the top. The overview can also be opened by clicking the icon at the top.

In the list view, it's already clear which customer and service the notification is related to, as well as whether it is Overdue or Action needed. If the row is expanded, additional information about the notification, such as Notification type, Task and the set Due date is displayed.

By using the Show filter, you can choose to filter by All, Overdue or Action needed. You can also sort by clicking the header of any column.

An Overdue notification can only be a checkpoint that has passed the specified due date, coming from the check lists in Visma Advisor.

The Action needed, is a notification that will notify the user when the following is about to happen:

  • Notifications created by Visma Advisor : Upcoming last billing date for a fixed price, upcoming last billing date for outlays, upcoming expiry of the validity period of a document or that a checkpoint is due in 7 days.

  • Notifications coming from other systems: If you have a collaboration in Visma eEkonomi and/or Visma Ekonomiöversikt, some of these notifications may also be listed

  • If an issue wasn't fixed in 60 days, the notification will be automatically deleted

Note that notifications for the document expiration date is an exception, since a document can be assigned to an employee that is not connected to the specific customer.

Notifications displayed on the Activity view

Type Service Comment
Soon overdue checkpoints Visma Advisor The notification will appear 7 days before the due date of the checkpoint. If the checkpoint has not been remedied before the due date, the notification is replaced by a notification of Overdue.
Overdue checkpoints Visma Advisor The notification is shown when a checkpoint is overdue.
Upcoming last invoice occasion of a fixed price Visma Advisor

The notification is shown 7 days before the last invoice occasion.
Upcoming last invoice occasion of outlays Visma Advisor The notification is shown 7 days before the last invoice occasion.
Upcoming expiration of validity period for document Visma Advisor Only shown to the Document responsible. The notification is shown 7 days before Valid to date.
Upcoming expiration of validity period for Letter of engagement Visma Advisor The notification is shown 7 days before the expiry date. It remains specific to the account manager.
There are suppliers to approve Visma eEkonomi You will receive a message that there are suppliers to be approve before you can process incoming documents from them in Visma eEkonomi.
Purchase invoice drafts to handle Visma eEkonomi

The notification is shown in any of these cases:
In progress - There's a purchase invoice saved as a draft.

Action required - You've chosen to automatically send purchase e-invoices for approval, however, one or more fields remain incomplete. These require attention and as a result, the invoices can't be dispatched automatically.

Rejected - A purchase invoice wasn't approved and is now rejected.
Purchase invoice drafts waiting for approval Visma eEkonomi You will receive a notification if there are purchase invoice drafts waiting for approval
Unlinked source document images Visma eEkonomi You will receive a notification if there are unlinked document images.
Periods that need to be locked Visma eEkonomi You will receive a notification if there are periods that need to be locked.
New comments Visma Ekonomiöversikt You will receive a notification every time a new comment is added.
Documents Visma Ekonomiöversikt You will receive a notification every time your customer has uploaded a new document.

Notification settings

Settings for an employee can be done by each employee under My start page - Activity view - Configure my notifications. By default, you will only get notifications for the customer tasks you are task owner for. It is also possible to receive notifications for the customer tasks where you are a task participant. To do that, click on the Configure my notifications button and enable the toggle for Task participant.

Here, you will also have the possibility to choose which customers you want to receive notifications for. The list shows all customers where you are either a task owner or a task participant for at least one task.

Note that you can't change notification settings for the Upcoming expiration of validity period for Letter of engagement.

The changes in these settings will only take effect starting the following day. The changes you make will not affect other users.

Actions

In the Activity view, when you expand a customer row, you are able to take some actions for specific notifications.

By clicking the icon, available for checkpoint notifications, you can either postpone a due date or mark a checkpoint as completed directly from the page. When any of these two actions are performed, the notification will be removed.

By clicking the icon , which is available for all notifications, you will be redirected to the page for that specific notification and take action in Visma Advisor. If you receive the notification from Visma Ekonomiöversikt/Visma eEkonomi, it will open the service and the notification will be removed (except for the notifications for Purchase invoice drafts to handle, Purchase invoice drafts waiting for approval and Suppliers to approve. These two notifications will be removed when there are no purchase invoice drafts outstanding in Visma eEkonomi). If you don't take action, the notification will return to the Activity view page again the next day and be treated as a new notification.

By clicking the icon, that specific notification will be deleted permanently.

If you haven't activated the Advisor KYC, you can activate the feature here. After you have activated the feature, there will be an overview that is visible for users with the user rights Permission to read and Full permission. User's with No permission do not have access to the tab Advisor KYC. Read more in Set user rights for employees.

The Overview in Visma Advisor consists of:

Here you have an overview of current events. This can include alerts about changes in customer ownership and reminders about annual customer due diligence. When you click To KYC events, you will be redirected to the list of events in Advisor KYC, where you can add your own events.

The recommended work flow for Advisor KYC, is to perform a general risk assessment for your accounting office in a first step and when you have completed it, to perform the Customer knowledge reports for your customers.

Under the header General risk assessment, you have an overview of when the latest assessment was done, and when the next assessment is due. To start a new general risk assessment, click To KYC overview in Visma Advisor and click Starta nyin Advisor KYC.

Here, you get an overview of how many of your customers that you have completed the KYC reports for, how many that are ongoing and not started. You will also get an overview of how many of your customers who have a low, normal or high risk. Click To KYC list i Visma Advisor to open the list of customers in Advisor KYC.

On the Sent e-mail tab, all e-mails that the employee has sent from Visma Advisor are saved. You can search for an email by entering a subject or a sent date in the Search field.

You can open an email by clicking on it in the list. The attachments are shown and you can also open them. If the mail is linked to a customer, the name of the customer is shown in brackets.

On the tab Search document you can search for all document added in Visma Advisor, regardless of customer. You can search for customer name, customer number, corporate identity number or document name, as well as make selections.

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