Creating a customer account

In order to use Online Connect, you must make sure that your account in ReadSoft Online is set up properly.

After you have created a new customer account, check the following:

  • In order to send invoices to Visma Administration, make sure Visma Administration is specified in the target system service (Services > Target system) for the account.
  • You must create at least one buyer.
    Note
    • If you add a new buyer to the system after you configure Online Connect, you must run the configuration wizard again and specify the new upload locations.

After you create a customer account with appropriate services and buyers, you are ready to install ReadSoft Online Connect.