Template: Debtor management + master

Within Visma Nmbrs you can create several templates; the article below describes what the available dashlets and permissions are for the Debtor Management + master template

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 points		x
General ledger scheme		x
Company settings		x
Company wage components		x
Proforma		x
Company template		x
Company corrections		x
File management		x
Branches		x
Contact person		x
Default employee		x
Company documents		x
Extra 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 changes		x
Employee addresses		x
Mutationforms to approve		x
Mutationform settings		x
Mutationforms to submit		x
Company notes		x
Pension export		x
Pension export settings		x
Travel expenses arrangements		x
Overview contracts		x
Overview cost centres.		x
Overview departments		x
Overview gender		x
Leave saldo		x
Pension error messages		x
Run request		x
Salary documents		x
Salary document settings		x
Salary settings		x
Fast input		x
Tax table		x
Time registraton		x
Retro active corrections		x
Birthdays		x
Leave requests		x
Leave settings		x
Leave overview		x
Sent signals		x
Absence overview		x
Werkkostenregeling Instellingen		x
Workflow Instellingen		x
Workflow overview		x
Workflow tasks		x
Debtor:	Read	Write
Absence overview		x
Accountant contact person		x
Debtor action points		x
Departments		x
Working conditions act services		x
Branches		x
Contact persons		x
Debtor info		x
Debtor template		x
Debtor documents		x
External relationships		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
Marketplace 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 saldo		x
Employee provisions		x
Notes		x
Overview departments		x
Overview contracts		x
Overview man/woman		x
Staff		x
HR reports		x
Reservation model		x
RSS settings		x
Salary table		x
Schedule model		x
Service level		x
Time registration		x
Hours model		x
Leave model		x
Leave requests		x
Leave overview		x
Provisons		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
Action points		x
Assessment and functioning		x
Branches		x
Employment		x
Employee documents		x
Extra hours/days		x
Extra fields		x
Family		x
Cost centre		x
Labour agreement model		x
Company car		x
Attachments of earnings		x
Wage components		x
Wage components per period		x
Wage components per run		x
Company fiscal number		x
Payslips per period		x
Payslips per run		x
Employee login		x
Employee template		x
Employee changes		x
Record of accidents		x
Training		x
Trainings		x
Pension settings		x
Personal details		x
Wage components reports		x
Travel allowance		x
Reservations		x
Schedule		x
Salary		x
Salary savings / Life course		x
Retroactive corrections		x
Leave		x
Provisions		x
Insurances		x
Sent signals		x
Absence		x
Other: Wizards	Read	Write
New employee		x
Employee out of service		x
Copy employee		x
Create double employment		x
Company year transit		x
Workflow companies run		x
Workflow work period		x
Workflow wage tax declaration		x
Workflow pension export		x
Merging PGGM exports		x
Annual income statement wizard		x
Bulk change manager		x
Tabs: Start	Read	Write
Import / Export Advanced		x
Invoicing		x
My workflow tasks		x
Mutationforms to approve		x
Notifications		x
Pensioen error messages		x
Run check		x
Explorer	Read	Write
Workflow	Read	Write
Workflow (global)		x
Settings	Read	Write
Accountant contact persons		x
Company management		x
Debtor management		x
Default company		x
Default employee settings		x
External relations		x
Public holidays		x
Accountant login	x
Hours reservation model		x
Labour agreement model		x
Wage tax declaration XML converter		x
Company fiscal number		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
Mutation form settings		x
Products		x
Reservations model		x
Schedule model		x
Sector/Risk group	x
Service level management		x
HR signal settings		x
SVW settings	x
Branches	x
General ledger scheme	x
Salary tables	x
System wage codes	x
System hour codes	x
Debtor tags	x
Leave model		x
Overview	Read	Read
Accountant - Run Teller		x
Accountant - Sent signals		x

Comments

Knowledge base