Hvordan forbinder jeg Invantive Drive med Visma.net Financials på 5 minutter?
Udfør følgende trin for at forbinde Invantive Drive med Visma.net Financials. Du skal kun have kendskab til Invantive Drive, din egen virksomhed og Visma.net Financials administrationen.
Visma.net Financials er en online-software til regnskab. Visma.net Financials bruges både af store revisionsfirmaer og af store iværksættere.
No technical knowledge is needed to show the documents of Visma.net Financials in Windows Explorer with Invantive Drive. This step-by-step plan tells you exactly which steps to go through on Invantive Cloud and on your PC.
Trinene til at forbinde Invantive Drive med Visma.net Financials er:
- Registrer en Invantive Cloud-konto.
- Opret en Visma.net Financials-database.
- Install Invantive Drive on Windows.
- Sign in to Invantive Drive and choose the Visma.net Financials database.
- Open your Visma.net Financials documents in Windows Explorer.
Invantive Cloud offers a Visma.net Financials connector for Invantive Drive, and 29 other platforms show their documents in the same folder of Windows Explorer.
Når du har spørgsmål, skal du tjekke forummerne for Visma.net Financials.
Registrer konto på Invantive Cloud
Spring dette trin over, hvis du allerede har en konto på Invantive Cloud. Ellers skal du udføre følgende trin én gang for at registrere en konto på Invantive Cloud:
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Gå til Invantive Cloud-startsiden .
Vælg Log på-knappen.
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Tryk på Tilmeld-knappen.
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Indtast din virksomheds e-mailadresse.
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Vælg Næste-knappen.
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Indtast dine personlige data.
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Vælg Næste-knappen.
Indtast din adgangskode og gentag den angivne adgangskode.
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Vælg Næste-knappen.
Du vil modtage en sekscifret bekræftelseskode via e-mail inden for 2 minutter.
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Indtast den sekscifrede bekræftelseskode.
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Tryk på Tilmeld-knappen.
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Log på nu.
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Sørg for, at du har en godkendelsesapp installeret på din telefon. Vælg Næste-knappen.
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Tilføj den viste QR-kode til godkendelsesappen, indtast den aktuelle bekræftelseskode, og vælg "Afslut".
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Spring registrering af organisationen over.
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Udfyld dine personlige oplysninger, og vælg "Gem".
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Gå til dashboardet.
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Invantive Cloud -dashboardet vil blive vist.
Du har nu en login-kode på Invantive Cloud, som du kan bruge til at oprette forbindelse til Visma.net Financials og mange andre platforme. Du bruger den samme Invantive-login-kode og arbejdsgang til alle andre platforme.
Opret Visma.net Financials-database
I dette trin opretter vi en database med data fra Visma.net Financials. Databasen er "virtuel", fordi den ikke er en traditionel database, men får realtidsinformation fra Visma.net Financials. Invantive Cloud forsyner Invantive Drive med et realtidslink til Visma.net Financials. Databasen vil blive brugt til al din Visma.net Financials-rapportering med Invantive Drive. Så du behøver kun at udføre disse trin én gang.
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Klik på knappen Tilføj database.
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Vælg Visma.net Financials på listen.
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Udfyld venligst formularen med loginoplysninger til Visma.net Financials.
Vælg OK-knappen.
Tillykke! Du kan nu behandle data fra Visma.net Financials på Invantive Cloud-webstedet. Det kan du f.eks. gøre med den interaktive SQL-editor.
Install Invantive Drive on Windows
Invantive Drive is a small Windows program. It registers a folder named Invantive Drive in Windows Explorer and fetches a document from the platform the moment you open it, the way OneDrive and Google Drive work.
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Download the installer of Invantive Drive and run it.
Follow the installer; no settings are needed.
After the installation, Windows Explorer shows a folder named Invantive Drive under This PC, and the Invantive Drive window opens.
Sign in to Invantive Drive and choose the Visma.net Financials database
Invantive Drive signs in with your Invantive Cloud account and lists the databases of that account. Pick the one you created in the previous step.
In the Invantive Drive window, choose Sign in and enter your Invantive Cloud user name and password, plus the code of your authenticator app when asked.
Choose Add database and select the Visma.net Financials database from the list.
A folder named after the Visma.net Financials database appears under Invantive Drive in Windows Explorer, with a subfolder per company and per kind of document.
Open your Visma.net Financials documents in Windows Explorer
Explorer lists the names, dates and sizes of the Visma.net Financials documents. A document is fetched the moment you open it.
- Online only: listed in Explorer, fetched when you open it, no disk space.
- Kept on this device: you opened it or marked it to keep, so it also works without internet.
Each app is a folder and each company a subfolder. A document is fetched the moment you open it.
Browse to a folder and double-click a document; it opens in the program Windows uses for that kind of file.
A cloud icon marks a document that is online only and takes no disk space; a green check mark one that is kept on this device. Right-click a document to keep it on this device or to free up space.
Right-click a document and choose Open in Visma.net Financials to jump to it on the platform, where the platform offers a web page for it.
The Visma.net Financials folders are read-only: Visma.net Financials does not accept files from outside, so nothing is changed or deleted by accident.
What Invantive Drive Can And Cannot Do
Invantive Drive shows documents; it does not copy or move them. A document is fetched only when you open it, and every fetch is an ordinary request to Visma.net Financials within the limits of your subscription. Only a platform that accepts uploads takes a changed file back; the folders of the other platforms are read-only.
Invantive Drive runs on Windows. On any other device the file browser in Invantive Cloud shows the same folders in your web browser.