Within Visma Nmbrs you can use several templates; the article below describes what the available dashlets and permissions are for the Debtors Manager 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 adjustments |
x | |
File management |
x | |
Branches |
x | |
Contact persons |
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 address |
x | |
Mutation forms to approve |
x | |
Mutation forms settings |
x | |
Submit mutation forms |
x | |
Company comments |
x | |
Pension export |
x | |
Pension export settings |
x | |
Travel expenses arrangement |
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 documents settings |
x | |
Salary settings |
x | |
Fast input |
x | |
Tax table |
x | |
Time registration |
x | |
Retro active corrections |
x | |
Birthdays |
x | |
Leave requests |
x | |
Leave settings |
x | |
Leave overview |
x | |
Sent signals |
x | |
Absence overview |
x | |
Working Expenses Scheme Settings |
x | |
Workflow settings |
x | |
Workflow overview |
x | |
Workflow task list |
x | |
Debtor: |
Read | Write |
Absence report overview |
x | |
Accountant contact persons |
x | |
Debtor action points |
x | |
Departments |
x | |
Working Conditions Act services |
x | |
Sectors |
x | |
Contact persons |
x | |
Debtor info |
x | |
Debtor template |
x | |
Debtor documents |
x | |
External relations |
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 trainings |
x | |
Employee birthday list |
x | |
Employee leave saldo |
x | |
Employee provisions |
x | |
Comments |
x | |
Overview departments |
x | |
Overview contracts |
x | |
Overview gender |
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 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 |
Action points employee |
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 | |
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 | |
Emplolyee corrections |
x | |
Record of accidents |
x | |
Training |
x | |
Employee comments |
x | |
Pension settings |
x | |
Personal details |
x | |
Reports wage components |
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 | |
Others: Wizards | Read | Write |
New employee | x | |
Employee out of service | x | |
Copy employee | x | |
Create double employment | x | |
Company year transit | x | |
Bulk Change Manager | x | |
Tabs: Start | Read | Write |
Import / Export advanced |
x | |
My workflow tasks |
x | |
Mutation forms to approve |
x | |
Notifications |
x | |
Pension 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 | |
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 | |
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 | |
Mutation form settings | x | |
Reservation model | x | |
Schedule model | x | |
Sector/risk group | 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 | |
Leave models | x | |
Overview: | Read | Write |
Accountant - Run Teller | x | |
Accountant - Sent signals | x | |
Accountant - Absence XML messages | x |
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