Template: Administrator with debtor management

Within Nmbrs you can use different templates, the article below describes the available dashlets and permissions for the Administrator template with debtor management.

Each available dashlet specifies the maximum permissions of a dashlet:
Read: The accountant can view the content of the dashlets.
Write: The accountant can modify the content of the dashlets.

When you set the permissions for the reports to read, it means that the client cannot download the report. The buttons 'download PDF / Excel' are missing in this case. When you want to enable your clients to download reports, you set the permission to 'Write'.

PLEASE NOTE:  
A dashlet with maximum permission of 'Write' can be adjusted to 'Read' or 'None'.
A dashlet with maximum permission of 'Read' can be changed to 'None' but not to 'Write'.

A missing dashlet cannot be added.

More information about changing a template according to the client's requirements can be found in this article. 

EXPLORER: Company Read Write
Company action items   x
General ledger scheme   x
Company settings   x
Company wage components   x
Proforma   x
Company template   x
Company adjustments   x
File management   x
Sector regulations   x
Contact person   x
Default employee   x
Company documents   x
Additional fields settings   x
Full-time schedule   x
HR documents   x
Company function model   x
Import / export company level   x
Import / export advanced   x
Company information   x
Journal export   x
Cost centres   x
Wage tax declaration   x
Company fiscal number   x
Payroll run   x
Employee adjustments   x
Employee addresses   x
Approve mutationforms x  
Mutationform settings x  
Submitting mutationforms   x
Company comments   x
Pension export    
Pension export settings    
Travel expenses scheme   x
Overview contracts   x
Overview cost centres   x
Overview departments x  
Overview gender   x
Reservations   x
Pension error messages   x
Run request x  
Run control   x
Salary documents   x
Salary documents settings x  
Salary settings   x
Fast input   x
Social security tax table   x
Time registration   x
Retroactive corrections   x
Birthdays   x
Leave requests   x
Leave settings   x
Leave overview   x
Sent signals   x
Absence overview   x
Declaration form settings   x
Workflow settings   x
Workflow overview   x
Workflow task list   x
Debtor Read Write
Absence notifications overview   x
Accountant contact persons   x
Debtor action points   x
Departments   x
Health and safety service   x
Branches   x
Contact person   x
Debiteur info   x
Debtor info   x
Debtor documents   x
External contacts   x
Public holidays   x
Functions   x
Client login   x
General ledger scheme   x
Hour reservation model   x
HR Signal settings   x
Import / export advanced   x
Market place settings   x
Labour agreement model   x
Lease cars   x
Links   x
Wage model   x
Manager login   x
Managers   x
Employee documents   x
Employee family   x
Employee company car   x
Employee login   x
Employee training   x
Employee birthday list   x
Employee leave balance   x
Employee provisions   x
Comments   x
Overview departments   x
Overview contracts   x
Overview gender/td>   x
Employees   x
HR reports   x
Reservation model   x
RSS settings   x
Salary table   x
Schedule model   x
Service level   x
User template   x
Time registration   x
Hour model   x
Users account list   x
Leave model   x
Leave applications   x
Leave overview   x
Provisions   x
Sent signals   x
Absence case managers   x
Absence XML notifications   x
Absence file actions   x
Absence overview   x
Wage components per period   x
Employee Read Write
Employee action points   x
Company car   x
Assessment and functioning   x
Sector regulations   x
Employment   x
Employee documents   x
Extra hours/days   x
Extra fields   x
Family   x
Cost centre   x
Labour agreement model    
Attachment of earnings   x
Wage components   x
Wage components per period   x
Wage components per run   x
Payroll taxes   x
Payslips per period   x
Payslips per run   x
Employee login   x
Employee template   x
Employee adjustments   x
Accident file   x
Training/education   x
Employee comments   x
Pension settings   x
Personal details   x
Wage component reports   x
Travel allowance   x
Reservations   x
Schedule   x
Salaries   x
Salary savings/life-course   x
Retroactive corrections   x
Leave   x
Provisions   x
Insurances   x
Sent signals   x
Absence   x
OTHERS: Wizards Read  Write
New employee    x
Employee out of service  
Copy employee  
Create double employment  
Year end companies  
Workflow companies run  
Workflow work period  
Workflow wage tax  
Workflow pension export  
Merge PGGM Export  
Start-up wizard  
Year transit wizard  
Bulk change manager  
TABS: Start Read Write

Import / Export Geavanceerd

  x

Invoicing

  x

Wage tax declaration list

  x

My workflow tasks

  x

Approve mutationforms

  x

Signals

  x

Pension export task list

  x

Pension export error messages

  x

Run request

  x

Run control

  x

Salary task list

  x

Work period task list

  x
Explorer: Read Write
     
Workflow: Read Write
Workflow (global)   x
Settings: Read Write

Accountant contact persons

  x
AFAS Profit Settings   x
Company management   x
Cash settings   x
Debtor management   x
Default company   x
Default employee settings   x
Exact online settings   x
External contacts   x
Public holidays   x
Accountant login   x
Global export   x
Hour reservation model   x
L1NDA settings   x
Labour agreement model   x
Wage tax XML converter   x
Payroll taxes x  
Branches   x
Function models   x
General ledger scheme   x
Wage models   x
Salary tables   x
Hour models   x
Employee management   x
Minimum wage x  
Moneybird settings   x
Mutationform settings   x
Pinkweb settings   x
Products   x
Reeleezee settings   x
Reservation model   x
Schedule model   x
Sector/Risk Group x  
Service level management   x
HR signal settings   x
Social security tax settings x  
Branches x  
General ledger scheme x  
Salary tables x  
Systeem wage codes x  
Systeem hour codes x  
Debtor tags   x
User template   x
Twinfield settings   x
Unit4 settings   x
Leave model   x
Visma settings   x
Workflow settings   x
Overviews: Read Write

Accountant - User account list

  x
Accountant - Wage components per period   x
Accountant - Run counter   x
Accountant - Sent signals   x
Accountant - Absence overview   x
Accountant - Absence XML notifications   x
Companies - Adjusted reports   x
Companies - Company contact person   x
Companies - Company payroll tax settings   x
Companies - Company social security tax settings   x
Companies - Company salary settings   x
Companies - Company social security tax settings   x
Companies - Company workflow settings   x
Companies - Company locations   x
Debtors - Costum reports   x
Debtors - Debtor contact person   x
Debtors - Debtor HR signal templates   x
Debtors - Debtor contact details   x
Debtors - Debtor service level   x
Debtors - Debtor tags   x
Debtors - Debtor locations   x
Employees - Costum reports   x
Employees - Employee employment contracts   x
Employees - Employee payroll tax settings   x
Employees - Employee contact details   x
Employees - Employee social security tax settings   x
Employees - Employee Hours & Salary   x
Employees - Employee absence   x

 

 

 

 

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