User

If multiple sessions are detected for the user after login, a warning is given and the user is asked if the other active session are to be stopped. If you click Yes you will be logged in and the other session will be cancelled. If you click No you will be logged in, but only the Active session table is available so you can stop the active session. If you manually stop the other session you will need to login again to get access to the other tables.

You should organise users who are to have the same rights to edit entries and perform actions in the same access group.

On installation, a System supervisor user will be placed in access group 1.

Total lines and break lines have by default gradually lighter blue colours for each level. You can override these colours.

Press * or double-click to select colour.

Total lines and break lines have by default gradually lighter blue colours for each level. You can override these colours.

Press * or double-click to select colour.

Total lines and break lines have by default gradually lighter blue colours for each level. You can override these colours.

Press * or double-click to select colour.

Total lines and break lines have by default gradually lighter blue colours for each level. You can override these colours.

Press * or double-click to select colour.

Press * or double-click to select colour.

Is normally activated with the Alternative background (F8) command (in the Layout group in the Design tab).

Press * or double-click to select colour.

If you want the program to save the content of the layout at regular intervals, enter the number of minutes between each save in this field.

Using this feature you risk incomplete edits being made available to other concurrent users and sudden save pauses occurring. It is therefore recommended that you save edits in a logically related sequence.

Press * or double-click to select colour.

Press * or double-click to select colour.

Press * or double-click to select colour.

On installation the System supervisor user is given access to company group 1.

A follow-up dialog box appears when you save a quotation order with transaction type 1 - Sales, 2 - Hire or 6 - Purchase, and a quotation appointment is created in the Appointment table.

If the field is not filled in for a user, the company in an initial workspace layout will be used.

This value overrides the Language no. field in the Company information table.

The flags are in addition to system preferences which form part of the system key and which apply regardless of user. The options are used in installations which are licensed with Users per module (not Concurrent users).

You can insert a check for the modules to which access is enabled through the system key and, if you have a licence for named users, you must insert checks for each user for the modules to which the person in question is to have access.

The following dependencies apply between the options:

• EFT is deselected and greyed out unless Accounting is checked.
• A user who has selected CRM extended does not need to select CRM. This means that the user will be screened from all functions that are not in the Order and Order line tables. Nor will they be able to create orders with customer numbers. This means that they can create an order with an employee number and register time/internal issue for this. To approve this time/internal issue the user must use the processings Split, Transfer to order or Finish.

CRM

Outlook (classic) integration

CRM extended

EDI user

All other boxes in the "Module" dialog box will be cleared, and the user will always be logged off from the previous session if an EDI user is logged on. Counting will be performed in relation to the number of EDI users in the licence file.

Logistics

Import order

Invoice

Order and time recording

Purchase

Accounting

Import batches

Accounting

Customer and supplier ledger

External user

EFT

____

See ledger info.

Third party solutions

Doc. scanning/accounting

Doc. workflow

OCR interpreter

Visma Business Services

Named user

Server integration

Elevated privileges

Login as system

In order to know who did what in the system it is not recommended to use the user "system". Instead you should create a new user in the user table with this option set. In this way you can do all your changes as before, but it will be logged with the user name. Only one user by the time can be logged into Business NXT with system user rights, either by log on as the user "system" or a named user with this option set.

Note:

For some operations the System supervisor flag must be set. This is the same as for the user "system".

Note:

Starting with version 17.10, Login as system users do not need any organisational (company) roles to be able to login to Business NXT.

This value is the default value for an appointment. The value can be overridden on the appointment.

The value in this field can be in hours or minutes. You specify what is to apply in the Notify time unit field.

Possible values are 1 - Minutes or 2 - Hours.

This can be overridden in the Appointment table.

1 - Minutes

2 - Hours

If you do not complete this field, the printer options saved in the Window and Workspace tables are used instead.

The Program language no. field overrides the default language that is installed during installation under "INTL_DEFAULT" in registry.

When you log in to the program, a check will be performed to determine whether you have a value in the Program language no. field. If you do have a value in the Program language no. field, this language will be selected for the texts. If you do not have a value in the Program language no. field when you log in, the value in registry will be used. On the Home > Company group, the Texts list will reflect what is in registry or Program language no. In both cases, you can override the language number in this list.

1 - Norwegian

2 - Danish

3 - Swedish

9 - Finnish

4 - English

5 - German

6 - Polish

7 - Lithuanian

10 - Russian

11 - Estonian

12 - Latvian

This applies if you have checked the Notify field in the Appointment table.

This includes access to edit entries and perform menu items/actions which are particularly risky or which require the highest level of security clearance, for example, access regulation for and overriding other users.

On installation the System user is created. This user will have the system supervisor role. There must always be at least one user defined as the system supervisor.

Total lines and break lines have by default gradually lighter blue colours for each level. You can override these colours.

Press * or double-click to select colour.

Start external application on startup

Changes are transferred when the program starts. All changes to agreements and tasks are transferred from and to the external application to which you are linked.

Transfer from creation date

Changes on the basis of the Created date field in the Associate table will be transferred.

Transfer options

Never transfer

Changes from and to the external application will never be transferred, even if you have selected this for agreements and tasks or associates.

Always transfer

Changes from and to the external application will always be transferred. The transfers will then be performed when you select Processing > Write to external appl. or Processing > Read from external appl. or when you start the program.

Confirm transfer manually

A dialog box is displayed asking you whether you want to transfer the change. You must confirm with either Yes or No for each change that is transferred.

This is the name which the user must enter when logging on and which is used to refer to the user throughout the tables.

Show credit control messages as dialog

Credit control status and error messages will be shown in a dialog box instead of in the in the status bar at the bottom of the screen.

Windows user

The user name from the PC will be used as the user in Business NXT.

No field pointer in design mode

The mouse pointer will not change when you switch to Design mode.

Warning when closing layout and layout not saved

You will receive a warning if you close the screen without saving following a design change.

Note:

The warning only appears when opening/hiding fields and when you press Ctrl+T (show form/table).

Payments for active company only

You cannot export data from other clients than the client from whom the export was started.

Focus always on search row

The cursor will always move to the column last visited when performing a lookup. Otherwise, the cursor will go to the first column in the lookup table. The search row will be shown when next performing a lookup.

Allow update on appointment processing approve disabled

Select this field to allow changes to the Approve disabled field in the appointment processing dialog box in the Appointment table.

Process only active payment (EFT system)

Only active payment rows for the company where Upload data or Download data was started from can be remitted.

Note:

This will not apply if you start the payment transfer from the Bank partner table.

Disable instant search

This option disables the instant search in fields.

View grid lines in table page elements

You decide that the check boxes for Grid lines between columns and Grid lines between rows in the dialog box of the Design > Table > Other preferences menu choice will be used in the screens instead of different background colours on the rows.

Note:

Grid lines are included in printouts regardless.

Alternating background colour on each other row

When selected, every other line in a table view will have the background color specified in the Alternating row colour column in the User table.

Do not display single sign on warning

When starting Reporting, a warning is displayed when VUD is not activated. This option will disable the warning.

Enable print preview of pick lists

This option will allow print preview of pick lists.

Note:

Preview of pick lists will execute the reservation handling.

Use personalized login in Visma Bizweb

This option will enable Credit check from Business NXT when using Visma Bizweb. The corresponding user account in Visma Bizweb must be enabled for credit checks. The same email address must be entered in the user table as in Visma Bizweb.

Do not show tooltips in context menus

The tool-tip will not appear on the context menus. You will not see the description of the menu item and the help information.

Use Outlook (classic) when sending e-mail from 'Send e-mail' button

When SMTP is configured the internal e-mail editor will be used by default. If the user has Outlook locally installed, they can use this option if they want to use Outlook as the editor instead.

Use 'From' e-mail address from user

When SMTP is configured and e-mail is sent from Send e-mail on the print menu (ad-hoc sending of e-mail), the From address will be fetched in this order:

• From the E-mail template
• From the E-mail company configuration table
• From the E-mail system configuration table

If this parameter is enabled, then the From address will be fetched from the current users row in the Associate table.

Ask before closing Visma Business

This option will display a confirmation dialog before closing Business NXT.