Visma eAccounting Smart
Send purchase invoice payments with active bank integration
When you have active bank integration the purchase invoices are automatically sent to your bank for payment when they are registered in Visma eAccounting Smart. Depending on which bank you integrate with and the settings you enable in the program, the invoices can be sent to the bank one by one or compiled in a payment file.
When you have active bank integration using two-step verification, you both send purchase invoices registered in Visma eAccounting Smart for payment to the bank as well as sign the payment file in the program. This means you do not have to log into your internet bank to make the payment.
- Select Purchasing - Purchase invoices and the Unpaid purchase invoices tab.
When there are purchase invoices that are ready for payment a message will show at the top of the page.
- Open the message.
Any purchase invoices that have not previously been sent to the bank for payment are then shown. In the list, you can deselect any invoices that you do not wish to include in the file as well as change the payment date.
- Select Send or Send and sign.
- Open the Authenticator app on your phone and enter the 6 digit code shown to verify the payment. This step is only for administrators.
Download the Authenticator app for free in App Store or Google Play.
When you have active bank integration using two-step verification, you both send purchase invoices registered in Visma eAccounting Smart for payment to the bank as well as sign the payment file in the program. This means you do not have to log in to your internet bank to make the payment.
- Select Purchasing - Purchase invoices and the Unpaid purchase invoices tab.
When there are purchase invoices that are ready for payment a message will show at the top of the page.
- Open the message.
Any purchase invoices that have not previously been sent to the bank for payment are then shown. In the list, you can deselect any invoices that you do not wish to include in the file as well as change the payment date.
- Select Send or Send and sign.
- Open the Authenticator app on your phone and enter the 6 digit code shown to verify the payment. This step is only for administrators.
Download the Authenticator app for free in App Store or Google Play.
Cancel payments
Follow the steps below if you for some reason want to send a request to cancel the payment you have sent to the bank.
- Go to Purchasing - Purchase invoices and the Unpaid purchase invoices tab.
- Select the purchase invoice for which you want to cancel the payment.
- Choose Actions - Cancel payment.
- In the window that opens, verify that the payment information is correct and choose Send request.
The status of the purchase invoice will now be Request sent. If the payment could be cancelled, the status will change to Payment cancelled. If, for some reason, the payment could not be cancelled, you will receive a notification about it.
When you post an invoice to the ledger it is automatically sent to the bank for payment, unless you have checked the setting Confirm selection of purchase invoices for payment under Settings - Company settings - Invoice settings. Then the invoices will not be sent to the bank until you choose to send them. The program will remind you if there are invoices ready to be sent to the bank.
- Select Purchasing - Purchase invoices. If there are invoices ready for payment they will show in a message at the top of the page.
- Click Export at the end of the message.
Any purchase invoices that have not previously been sent to the bank for payment are then shown. In the list, you can deselect any invoices that you do not wish to include in the file as well as change the payment date.
- Select Send.
The selected invoices are then sent to the bank for final approval and payment. Remember to log in to your internet bank to sign and finalise the payment. It is also important that the due date you register is today's date or a future date. The bank will not accept a due date that is in the past
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