Business NXT documentation

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Getting started
Learn the very first things about Business NXT, for example how to sign in, search in tables and modify data.
Layouts
In Business NXT, you find many default layouts that fulfil the most common requirements, and you can also add your own layouts, folders and categories.
Side panel
You can view documents attached to records and open reports from OneStop Reporting in the side panel. The side panel is available across all layouts.

Getting started
Learn the very first things about Business NXT, for example how to sign in, search in tables and modify data.
- Signing in to Business NXT
  Business NXT is a web based application. You need a username and a password in order to sign in.
- Searching in tables
  When you search in tables, you can search directly for numeric values or text such as product numbers or company names, or look up values in related tables.
- Modifying data
  You can add new data in Business NXT, and change the data that has already been entered.
- Task overview
  The Task overview helps to alert you of recurring tasks that need to be taken care of, for example if there are invoices that are overdue or if stock balances are below a predefined level.
- Automating tasks
  You can automate tasks to be performed at regular intervals.
- Layouts
  In Business NXT, you find many default layouts that fulfil the most common requirements, and you can also add your own layouts, folders and categories.
  - Design mode
    You can quickly adjust layouts in design mode, by using the pen icon. In design mode, you can for example switch between showing and hiding names of tables and forms.
  - The Layout manager
    The Layout manager is used to categorise layouts in a way that suits you. In addition to the default layouts that are included in Business NXT, you can also add your own layouts, folders and categories.
  - Searching for layouts
    When you click the magnifier icon in top of the menu, you can search among all layouts.
  - Tables
    When you are in design mode, you can add tables to layouts.
  - Side panel
    You can view documents attached to records and open reports from OneStop Reporting in the side panel. The side panel is available across all layouts.
  - Calculated column
    This table contains one row for each calculated column.
  - Folder
    This table contains one row for each folder.
  - Translation
    Translations of folder names, layout names, window names, table names, page element names, tooltips and column names are kept in this table.
  - Window
    This table contains one row for each window layout.
  - Page element
    This table contains one row for each page element layout.
  - Printouts and reports
- Using the online help
  The online help is here to help you understand the functions available in Business NXT.

Side panel

You can view documents attached to records and open reports from OneStop Reporting in the side panel. The side panel is available across all layouts.

To open the side panel, click on the arrows located at the bottom right corner of the window.

You can pin the side panel, keeping it fixed on the screen without needing to toggle it on and off. You can also pop it out into a separate browser tab, providing a larger viewing area, which is particularly useful if you are working with multiple screens. Here you can also set the parameter Keep this document open in order to keep showing the current document even if another order or document is selected.

The functionality remains the same whether the viewer is inside the side panel or in a separate tab.

Document attachments

Documents, such as incoming invoices, that are attached to records are displayed in the side panel, where you can easily click through the pages of the attachment while keeping the table open on the screen.

In some situations, you may want to exclude display of documents from certain tables in the side panel. In that case, select Omit from document viewer under Navigation in the Table settings that are available in design mode.

Documents sent to Visma.net Approval

On the Workflow tab in the side panel, you can check the approval flow and verify the status of documents sent to Approval.

Reports

Reports from OneStop Reporting can be opened from the side panel. The Reports panel is only visible if the layout has links to reports. The list of reports is filtered based on the country code of the company. In design mode, you can add reports to custom layouts by entering the name and pasting the report ID from OneStop Reporting.