Visma eAccounting Smart
Manually register bank transaction
The easiest way to register a bank transaction is via Cash and bank, with your bank statement as a basis.
- Choose Cash and bank.
- Select the account you want to register the payment from.
- Select New bank transaction.
- Fill in the date, reference and amount and select Money in or Money out.
The Reference field can be used to for example add an invoice number or OCR.
- Select Add to add the bank transaction to the list.
- The program will search for a matching transaction in Visma eAccounting Smart for you. If no suggested match is presented, select Match in order to do the matching yourself.
- Select what the transaction relates to. Depending on what you select, different options will show.
- Select Post to ledger.
Related topics
Match incoming payments manually | |
Match outgoing payments manually | |
Offset purchase invoice in full or partially with a credit note |