Bizview from insightsoftware

Bizview Client Setup Overview
Bizview Client Setup OverviewThis section of the documentation contains information on how to configure client-specific settings for each client defined in System > Clients.Here, you can configure the objects/dimensions and structures you need for planning and reporting, as well as manage the planning versions and workflows. In a multi-company setup with consolidation and multi-currency handlin...
Datastore Dimensions
Datastore DimensionsRelated Information[Object Values] Populating the object with data[Object Attributes] Adding custom attributes or properties to objects[Object Structures] Grouping and structuring object values in hierarchies[Datastore] Creating the connection between the Bizview application database and the Datastore database[Value Types] Definitions of measures Caution: Before mapping obje...
Workflows
WorkflowsHere, you find information about how to create and execute workflows to coordinate processes and routines in the organization when using Bizview.The following functions are available in the Workflows panel:Workflow DesignerManage Substitutes
Workflow Designer
Workflow DesignerRelated Information[Manage Substitutes] Workflow DesignerWorkflows makes it possible to coordinate and get control over structured business processes such as sales forecasting or the budget process and similar. A workflow is a list of workflow steps that should normally be performed by different users within the organization and approved by others. These workflow steps can be g...
Manage Substitutes
Manage SubstitutesRelated InformationWorkflow DesignerWorkflow Substitutes make it possible to setup workflows where one user can act on the behalf of another user. When creating a workflow, each status tracked workflow step must have a 'Doer' and one 'Responsible'. But what about if one of the user associated with a Doer or Responsible role cannot fulfill the work associated with the workflow?...
Value Types
Value TypesRelated Information[Template design] design and develop reports and input forms[Planning versions] define relationships between objectsValue types defines the measures used in input forms and reports. Examples of value types can for example be amount, units and meters. The value type ID is normally used in [template designer] when designing input forms on the 'VALT' row.Access value ...
Client Options
Client OptionsThis section of the documentation contains information about client-specific settings and functions. You can also find some of these settings and functions under System Administration, but here we cover the client-specific implementation of these settings and functions. The following functions are available in the Client Options panel:Client SettingsView GeneratorClient LogsCreate...
View Generator
View GeneratorRelated Information[BV_SOURCE] Access the View Generator by selecting Client administration > Client Options > View Generator.Caution: This is a function that should no longer be used (from version 5.2). The function was used to create so called database views inside the Bizview application database to be able to get planning data from the data-cells and related table to a report...
Client Logs
Client LogsRelated InformationSystem LogsBizview captures and logs important user events and actions that can be viewed on a system-wide level using System Logs. Access System Logs by selecting the Settings icon from the menu and selecting the Other section:In the Other section, select System Logs:Choose Client:Bizview displays the System Log for Clients, as shown below:Below is a list of the a...
Create Import Template / Export
Create Import Template / ExportRelated Information[Clients] Maintenance of clients within the system[Import Client Data] Import client dataIt is possible to quickly build a Bizview model importing data from Excel, instead of typing the data in Bizview or building ETL-integration from other systems or databases. You can create an Excel ‘template’ for your client, populate the file in Excel, and ...
Import SIE Files
Import SIE FilesRelated Information[Clients] Maintenance of clients within the system[Import Client Data] Import client dataBizview can import SIE files into the database on a client-by-client basis. A SIE file is a standardized Swedish file format for accounting data from accounting systems. For more information regarding uploading SIE files to Bizview, please contact bizviewsupport@insightsof...
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