Download attachments (SM508090)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This window is only available for users assigned with the Financial administrator role.

You use this window to download attachments on

  • customer,
  • supplier,
  • journal, and
  • cash transactions.

We recommend that you create one archive per financial year.

If your company has many attachments, this process will take some time. Visma Net allows you to leave the window and continue to work with your other tasks in Visma Net.

You can return to this window at any time, to see if the process has been completed and your archive is ready to be downloaded.

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

  • White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:

    • space: the result contains the words in any order,

    • %: the result contains the words in the specific order, and the % functions as a wildcard as well.

  • Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.
Button Description
Generate archives Creates one or more archives with your company’s attachments.
Update status Checks and updates the archive status.
Information box Gives information about how the archive is generated.
Element Description
Download (button) Downloads the selected archive.
File name

An automatically created file name showing the company ID and From/To period for the included attachments.

Example:

 

Company: 123456


Document type:

AR - Customer transactions,

AP - Supplier transactions,

GL- General ledger transactions, or

CA - Cash transactions

 

From period: 202301

To period: 202312
File size (KB) Total file size of the archive.
Expires on The date when the archive will no longer be available for download.
Created on The date when the archive was created.
Created by user The name of the user who created the archive.
Last downloaded on The date when the zip file was last downloaded by a user.
Downloaded by user The name of the user who downloaded the archive.
Element Description
Download (button) Downloads the selected archive.
File name

An automatically created file name showing the company ID and From/To period for the included attachments.

Example:

Company: 123456

 

Document type:

AR - Customer transactions,

AP - Supplier transactions,

GL- General ledger transactions, or

CA - Cash transactions


 

From period: 202301

To period: 202312
File size (KB) Total file size of the archive.
Expires on The date when the archive will no longer be available for download.
Created on The date when the archive was created.
Created by user The name of the user who created the archive.
Last downloaded on The date when the zip file was last downloaded by a user.
Downloaded by user The name of the user who downloaded the archive.