Visma eAccounting Smart
Register bank transactions
To be able to post transactions against the company's bank accounts, you must add them in Visma eAccounting Smart. All companies are automatically assigned a cash account and a bank account, but currency and savings accounts must be added manually. Read more in Add cash or bank account.
Register incoming and outgoing payments from the bank account
The bank transactions that have been registered in Visma eAccounting Smart should mirror those in your company's bank account. There are different ways to register bank transactions, and the level of automation depends on which bank you have. Regardless of whether you have full automation or register your transactions manually, the place to reconcile your incoming and outgoing payments is under Cash and bank. Read more about the different options below to find your preferred way of working.
When you have an operating account with a bank that allows you to use an active bank integration, the transactions on your bank statement may be transferred automatically to Visma eAccounting Smart.
Read more about how it works and how you activate bank integration in the topic Work with bank integration.
If your bank does not support bank integration, you can instead download your bank statement from your internet bank and import the file and all your bank transactions into Visma eAccounting Smart. Read more in Import bank statements.
You can add the transactions from your bank statement manually in Visma eAccounting Smart. It is possible to register transactions manually for some accounts while using active bank integration for others, but you cannot register bank transactions manually for an account with bank integration. Read more in Manually register bank transaction.
Match transactions
The registration of incoming and outgoing payments from your bank account in Visma eAccounting Smart is the second step of the workflow, in order to match the accounting transactions with the bank transactions. Read more about the different steps in Cash and bank or proceed directly to the third step in Match bank transactions.
Related topics
Work with bank integration | |
Import bank statements | |
Manually register bank transaction |