Visma Advisor
Activate Visma Skatt & Bokslut Pro from Visma Advisor (including Periodavslut and Årsavslut)
From Visma Advisor you can activate the services Periodavslut and Årsavslut for your customers.
These are web based services for accounting offices, that helps you increase the efficiency and profitability by distributing and evening the workload. Automated checks and continuous reconciliation during the year will help you achieve higher quality in the financial reporting for your customers.
Watch this movie Bjud in till samarbete från Visma Advisor (in Swedish), to see how it works. And in the movie Acceptera samarbete, you can see how it will look like when a customer receives an invitation for a collaboration.
When activating the service Årsavslut, you will also be able to download and install Visma Skatt and Visma Bokslut. This means that you via Smarta Byrån can create tax forms, end of financial year and annual reports for your customers with type of businesses that currently not yet is supported in Årsavslut.
Visma Skatt and Visma Bokslut can be downloaded here.
The locally installed programs can be started via Visma Advisor Connect. Read more about how to install and use the program here (in Swedish).
To be able to activate the services you first need to have a task connected to the customer in Visma Advisor.
Activate Periodavslut from within Visma Advisor
- Go to Customers .
- Select the customer you want to activate the service for.
- Select the tab Collaborations.
- Click on the Read more button under Periodavslut.
- Select Activate.
- In the list Task, select a task for the module.
- Select Next.
Activate Årsavslut from within Visma Advisor
- Go to Customers .
- Select the customer you want to activate the service for.
- Select the tab Collaborations.
- Click on the Read more button under Årsavslut.
- Select Activate.
- In the list Task, select a task for the module.
- Select Next.
