What is included if I activate a collaboration in Visma eEkonomi Bokföring?

A collaboration in Visma eEkonomi Bokföring is suitable when a client want to handle parts or larger parts of the accounting themselves and who do not need invoicing.

As an accountant, you help and support on an ongoing basis and you can also decide if you wish to divide the accounting between you. It is up to you and your client to decide who does what. Advice and reconciliations can be easily managed directly through the service. As an accountant consultant, you always have access to all features in Visma eEkonomi Pro and in Visma eEkonomi Bokföring collaboration you can divide the ongoing work between you with receipts, supplier invoices and reconciliation with the bank.

The accounting in the program can be made easy for the client in several ways. With the bank connection the client will automatically receive a reconciliation from the bank statement, which minimizes errors. The service also provides accounting suggestions based on keywords or previous similar events and has several built-in automatic postings.

If you, as an accounting consultant, want to secure or collaborate in the ongoing registration, you can use the certification feature to let the client create drafts before they are saved and also create accounting templates for the client. With an accounting template, you ensure that the client's journal entries are correctly based on the guidelines that you have set up.

The client will get access to Visma Scanner and can take photos of their accounting data. With the help of AI, the app reads the information on the supplier invoice or the receipt and you as an agency will spend minimal time punching it in.

In Vilken variant av Visma eEkonomi ska jag välja? , you'll get a comprehensive overview of the features included in each version of Visma eEkonomi.

Read more in Activate collaboration in Visma eEkonomi from Visma Advisor.

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