Visma Advisor
How do I export time registrations to Visma Lön 600?
Visma Advisor Löneunderlag is a free-of-charge add-on that is installed on your computer and creates a TLU file, which then will be imported into Visma Lön 600.
Visma Advisor Löneunderlag shall be installed locally on each computer where it is to be used (no client installation).
The pathway entered into the Katalog field will decide into which folder the TLU file goes, so if you work in a server environment, it could be a good idea to direct the pathway to the server if everybody in your network need access to the TLU file that is created.
If you need support, you are most welcome to contact us and specify that it is Visma Advisor that you need help with, or start a chat from inside Visma Advisor. Visit our support pages in order to get information about opening hours and how to contact us here.
The following data are possible to retrieve from Visma Advisor:
- Time registrations on dimensions (profit centre and project).
- Registered absence (not connected to profit centre or project).
Note that outlays registered in Visma Advisor cannot be retrieved.
To be able to retrieve the above mentioned data you need to download Visma Advisor Löneunderlag, and set the following criteria in Visma Advisor:
- The user logging in needs full permission to Times and outlays in Visma Advisor.
- The employees’ employment numbers in Visma Advisor must be the same as their employment numbers in Visma Lön 600.
- The hours added are always decided by the schedule in Visma Lön 600, and there is no connection to the schedule in Visma Advisor.
- You need to select company settings for import/export in Visma Lön 600 and specify a pathway that matches the pathway specified in Visma Advisor Löneunderlag.
In Visma Advisor, there are numerical codes for the activities for absence under Settings - Tasks - Absence. These numerical codes must match the time codes in Visma Lön 600. Go to Arkiv - Företagsinställningar and click on the Tidkoder button to view these codes in Visma Lön 600.
You can also match the numerical codes for absence in Visma Advisor against presets or a salary type, selected in the column Löneart/snabbval in Visma Lön 600.
- Launch Visma Advisor Löneunderlag and select which period the file shall be created for in the Period fields.
- Mark the checkbox Endast klarmarkerade if you only want to include hours marked as completed.
- Mark the checkbox Inkludera resultatenhet (kontor) if you want to include profit centres (office in Visma Advisor) for your registered hours.
- Mark the checkbox Inkludera projekt (dimension 2) if you want to include project (dimension 2 in Visma Advisor) for your registered hours.
- Click on the Hämta button.
A dialogue for logging into Mina tjänster is opened.
- Enter your login credentials and log in.
The TLU file is then created and placed at the destination pointed out by the pathway entered into Visma Advisor Löneunderlag.
- Perform a monthly payroll run in Visma Lön 600.
- Select the TLU file that was created earlier.
Visma Lön 600 will then ask you if you want to proceed with the import. In this dialogue, you will also receive information about possible differences between the TLU file and the settings made in Visma Lön 600. This information differs depending on what types of inconsistencies that have been discovered, and can be used to make the necessary corrections.
- Select Ja, if you want to proceed.
The file is imported into Visma Lön 600 and a pay slip is created.
Your employees absence times for presets/salary types that are preset time codes have now been imported into Visma Lön 600. As mentioned earlier, the hours added are dependent on the schedule selected in Visma Lön 600.
Monthly salary, full time/part time schedule
- Working hours are decided by the schedule in Visma Lön 600. No working hours are retrieved from Visma Advisor.
- Absence is retrieved from Visma Advisor.
Monthly salary, irregular working hours schedule (40 hours/week)
- Working hours are decided by the schedule in Visma Lön 600. No working hours are retrieved from Visma Advisor.
- Absence is retrieved from Visma Advisor.
Monthly salary, irregular working hours schedule
- Does not work with neither time nor absence.
Paid by the hour, full time/part time schedule
- Working hours are decided by the schedule in Visma Lön 600. No working hours are retrieved from Visma Advisor.
- Absence is retrieved from Visma Advisor.
Paid by the hour, irregular working hours schedule (40 hours/week)
- Working hours are retrieved from Visma Advisor.
- Absence is retrieved from Visma Advisor.
Paid by the hour, irregular working hours schedule
- Working hours are retrieved from Visma Advisor.
- Absence is retrieved from Visma Advisor.
If profit centres (office) and project (dimension 2) have been registered, the hours will be allocated as a percentage to the scheduled working hours in Visma Lön 600.