Business NXT documentation

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System administration
This is where you find important information about configuring and monitoring Business NXT, for example about setting up user permissions and roles, and about the system logs.
Email configuration
You can set up the email functionality for the entire system or for individual companies.
E-mail templates
Using email templates helps you to quickly create and send standardised email messages.

System administration
This is where you find important information about configuring and monitoring Business NXT, for example about setting up user permissions and roles, and about the system logs.
- Access management
  You create access groups and manage access, based on access groups, from the Access management page.
- Users
  User permissions in Business NXT are managed using roles and access groups.
- Companies
  You manage companies in Business NXT Admin.
- Variables
- Task overview administration
- Approval task
- Email configuration
  You can set up the email functionality for the entire system or for individual companies.
  - E-mail system configuration
    This table is used to set up sending bulk email via SMTP.
  - E-mail system configuration processings
    The following processings are available from the E-mail system configuration table.
  - E-mail company configuration
    This table is used to configure options for sending bulk email via SMTP.
  - E-mail company configuration processings
    The following processings are available from the E-mail company configuration table.
  - E-mail templates
    Using email templates helps you to quickly create and send standardised email messages.
    - E-mail template
      Settings for email templates for sending bulk email via SMTP are stored in this table. For smooth creation and editing of the templates, see Administration/Email-setup/email_templates.html.
  - Setting up Google SMTP relay service with Business NXT
    If your organisation wants to send out documents, such as order confirmations or delivery notes by email using Google's service, the outgoing email server settings must be configured either on the system level (in the E-mail system configuration table) or for each company (in the E-mail company configuration table). The Google SMTP relay service is a part of Google Workspace.
  - Sending email using a third-party provider
    You can set up sending email using a third-party provider in Business NXT.
- Webhooks
  Webhooks are used to send real-time data between web applications, based on specific events, instead of constant polling.
- Data Model Extension (DME)
  Data model extensions allow you to extend and enhance the capabilities of the core data model.
- AI Connect
  You can use different AI-supported finance skills in Business NXT using the GAiA assistant and the AI Connect MCP server.
- Logs
  In Business NXT, some information is logged automatically, while other data can be logged if needed.
- Integrations
  For some Visma.net services that are integrated with Business NXT, you can start processings and also see the status of operations in dedicated tables.
- General Data Protection Regulation (GDPR)
  The EU General Data Protection Regulation (GDPR) replaced the Data Protection Directive 95/46/EC and was designed to harmonise data privacy laws across Europe, to protect and empower all EU citizens' data privacy and to reshape the way organisations across the region approach data privacy. The enforcement date for all EU countries was 25th of May 2018. Norway, not being a member of the EU, transposed the EU regulations into its national law in accordance with the provisions of the GDPR.

E-mail templates

Using email templates helps you to quickly create and send standardised email messages.

Business NXT supports creating email templates for different purposes. The subject and attachment name can be made dynamic using formulas.

Note:

Only users with supervisor permissions for the current customer can create email templates.

Template types

You can use a template for one or several types of email messages. The following template types are available:

Invoices
Packing slips
Delivery notes
Order confirmations
Purchase orders
Offers
Production orders
Interest notes
Reminders

Creating an email template

You find the email template editor under New features > Email configuration.

Click New template to open the editor.
Enter a description of your template.
Enter the sender address under From, and if you want to, one or several blind carbon copy addresses, separated using semicolons, under Bcc. The addresses you enter will be used instead of the addresses in the corresponding fields in the E-mail system configuration and E-mail company configuration tables.
For Subject and Attachment name, you can use formulas. In the Formula editor that opens when you click these fields, type an @ to get an overview of available macro functions, for example @DocName() for the document name.
Select for which document types this template should be used. You can select one or several types.
Enter the email content in HTML, where you can apply common editing functions, or in plain text.
Click Save.

Your template is now used for the document types you have specified, and you find your template under Email configuration.