Change variant or end a collaboration for Visma eEkonomi

It 's almost impossible for us to help you with selecting which variant of Visma eEkonomi you should select, since it's the needs of the customer and your future collaboration who really is the answer to the question. We've compiled some details regarding the changes that occur when you modify the variant during either the invitation for a customer collaboration or an active collaboration wherein you aim to alter the customer's variant.

In the section What happens when I change a variant for a customer already working in a variant of Visma eEkonomi?,we describe what happens when you change variant.

In the section Checklist when ending a collaboration when ending a collaboration, we provide guidance and detail the essential actions you need to undertake.

  1. Go to Settings - Collaborations.

  1. Select the customer you wish to edit a collaboration for.

By expanding a customer, you get an overview of the active collaborations you have with the customer.

  1. Click the icon on the right hand side, to open the window Edit collaboration and make your changes.

Some things to have in mind when changing variant

  • If you downgrade a variant, access to modules for example Quotes & Order, Visma Betalt Direkt or other integrations could be lost, when these modules are not supported in the new variant of Visma eEkonomi.

  • You never have to end a collaboration if you only wish to change a variant for a customer.

Some things to have in mind when ending a collaboration

  • For all scenarios, ensure that all your work with the customer is done before ending a collaboration.

  • Check that all collaborations have been ended, such as Visma Ekonomiöversikt and Visma Scanner.

  • If you have an active bank integration in the collaboration, you should end this integration before ending the collaboration.

 

Variant that the customer is currently using

 

The accounting office invites/
changes variant to

 What the accounting office can see and access What the customer can see and access What happens to the customer's data in the new version
Visma eEkonomi Fakturering Visma eEkonomi Start The accounting office has access to all data. The customer does not have access to any Visma eEkonomi variant.  
Visma eEkonomi Fakturering The accounting office sees all previous data and has access to the entire programme. The customer can only see and work with the Sales tab.  
  Visma eEkonomi Bokföring The accounting office has full access to the programme and sees all tabs and can create new customer invoices under the sales tab. The customer sees and can work in all tabs except Sales. When switching from Visma eEkonomi Fakturering to Visma eEkonomi Bokföring, the Sales tab of the programme is restarted. This means that all previous customer invoices/customers/articles will be hidden for both end customer and agency. All previous data regarding the Sales tab can be retrieved via journal entries.
  Visma eEkonomi Smart The accounting office has access to all data. The customer has access to all data.  
  Visma eEkonomi Förening/ Visma eEkonomi Pro The accounting office has access to all data. The customer has access to all data.  
         
Visma eEkonomi Bokföring Visma eEkonomi Start The accounting office has access to all data. The customer does not have access to any Visma eEkonomi variant.  
  Visma eEkonomi Fakturering The accounting office has access to all data. The customer can only see and work with the Sales tab. As there's no sales section in Visma eEkonomi Bokföring, this tab will be empty.  
  Visma eEkonomi Bokföring The accounting office has full access to the service and can see all tabs and create customer invoices under the Sales tab. Since the Sales tab doesn't exist in Visma eEkonomi Bokföring, there were previously no customer invoices in the customer's programme. The customer sees and can work in all tabs except Sales.  
  Visma eEkonomi Smart The accounting office has access to all data. The customer has access to all data.  
  Visma eEkonomi Förening/ Visma eEkonomi Pro The accounting office has access to all data. The customer has access to all data.  
         
Visma eEkonomi Bas Visma eEkonomi Start The accounting office has access to all data. The customer does not have access to any Visma eEkonomi variant.  
Visma eEkonomi Fakturering The accounting office sees all previous data and has access to the entire programme. All previous data remains in the programme. The customer can only see and work with the Sales tab.  
  Visma eEkonomi Bokföring The accounting office has access to all data. The customer sees and can work in all tabs except Sales. When switching from Visma eEkonomi Bas to Visma eEkonomi Bokföring, the Sales tab of the programme is restarted. This means that all previous customer invoices/customers/articles will be hidden in the programme for both end customer and agency. All previous data regarding the Sales tab is gone. The vouchers for the invoices remain under Accounting - Journal entries.
  Visma eEkonomi Smart The accounting office has access to all data. The customer has access to all data.  
  Visma eEkonomi Förening/ Visma eEkonomi Pro The accounting office has access to all data. The customer has access to all data.  
         
Visma eEkonomi Smart/Visma eEkonomi Pro Visma eEkonomi Start The accounting office has access to all data. The customer does not have access to any Visma eEkonomi variant.  
Visma eEkonomi Fakturering The accounting office sees all previous data and has access to the entire programme. All previous data remains in the programme. The customer can only see and work with the Sales tab.  
  Visma eEkonomi Bokföring The accounting office has full access to the programme and sees all tabs and can create new customer invoices under the sales tab. The customer sees and can work in all tabs except Sales. When switching from Visma eEkonomi Smart/Visma eEkonomi Pro to Visma eEkonomi Bokföring, the Sales tab of the program is restarted. This means that all previous customer invoices/customers/articles will be hidden in the programme for both end customer and agency. All previous data regarding the Sales tab is gone. The vouchers for the invoices remain under Accounting - Journal entries.
  Visma eEkonomi Smart The accounting office has access to all data. The customer has access to all data.  
  Visma eEkonomi Förening/ Visma eEkonomi Pro The accounting office has access to all data. The customer has access to all data.  
The procedure for ending a collaboration, where the customer has the right to their accounting records, should be integrated into the accounting office's own processes when a customer relationship is ended.
Collaboration set up in Visma eEkonomi What should the accounting office do in the context ending a collaboration
Collaboration set up in Visma eEkonomi Start

We can only recommend on which variant you upgrade to. Note that there's a cost for the upgrade .

  1. Upgrade the customer to Visma eEkonomi Smart, to ensure that all the data you have recorded in your collaboration is made available to the customer for further accounting work.

  2. As soon as your customer have accepted your collaboration invitation in Visma eEkonomi Smart, they can log in and have full access to their data.

  3. End the collaboration by selecting the Customer continues to work on their own.

The customer's data will no longer be available to you.
 

  1. In Edit collaboration window select End collaboration

  1. Select End the collaboration and deactivate the service.

  2. Check that all collaborations with the customer are terminated.

The new accounting office can now start a collaboration with the customer in Visma eEkonomi Start, which will reactivate the same variant for the customer.

The customer's data will no longer be available to you.

 

  1. Export the customer's accounting data via a SIE-file, since according to the accounting legislation, customers need to save their accounting data for 7 years. You find the company data export function in Settings - Import and export in Visma eEkonomi

  2. In Edit collaboration window select End collaboration

  3. End the collaboration with the customer by selecting End the collaboration and deactivate the service.

The customer's data will no longer be available to you.
Collaboration set up in Visma eEkonomi Bokföring

  1. In Edit collaboration window select End collaboration

  2. End the collaboration by selecting the Customer continues to work on their own.

The customer's data will no longer be available to you.
 

  1. In Edit collaboration window select End collaboration

  2. End the collaboration by selecting the Customer continues to work on their own.

The customer's data will no longer be available to you.
 

  1. In Edit collaboration window select End collaboration

  2. End the collaboration with the customer by selecting End the collaboration and deactivate the service.

Anyone who has authorisation as an administrator for the customer will have access to a read only version, where all previously added information can be seen. The read only version is available when they log in to vismaspcs.se Mina tjänster. According to accounting legislation you are required to save your financial information for 7 years in its original format.

The customer's data will no longer be available to you.
Collaboration set up in Visma eEkonomi Fakturering

  1. Upgrade the customer to Visma eEkonomi Smart, to ensure that all the data you have recorded in your collaboration is saved. We can only recommend on which variant you upgrade to. Note that there's a cost for the upgrade .

  2. In Edit collaboration window select End collaboration

In the event of no upgrade, all existing accounting data, except the Sales tab, will be stored as an archived read-only company in the end customer's Visma eEkonomi Fakturering under Settings - Company settings and the Basic information tab. No information can be added by either the accounting office or the customer.

  1. End the collaboration by selecting the Customer continues to work on their own.

    The customer's data will no longer be available to you.
 

  1. Upgrade the customer to Visma eEkonomi Smart, to ensure that all the data you have recorded in your collaboration is saved. We can only recommend on which variant you upgrade to. Note that there's a cost for the upgrade .

  2. In Edit collaboration window select End collaboration

In the event of no upgrade, all accounting data, except the Sales tab, will be stored as an archived archived read-only company in the end customer's Visma eEkonomi Fakturering under Settings - Company settings and the Basic information tab. No information can be added by either the accounting office or the customer. When the customer sets up a new collaboration, the customer have to go into the archived company and export a SIE file and supplier register for the new accountant to import. You find the company data export function in Settings - Import and export in Visma eEkonomi.

  1. End the collaboration by selecting the Customer continues to work on their own.

    The customer's data will no longer be available to you.
 

  1. In Edit collaboration window select End collaboration

  2. End the collaboration with the customer by selecting End the collaboration and deactivate the service.

The customer's administrator, who holds the requisite authorization, will gain access to a read-only version containing all previously registered information. This read-only version is accessible upon logging in to Mina tjänster. Consistent with the accounting legislation, this data will remain available for a period of 7 years.

The customer's data will no longer be available to you.
Collaboration set up in Visma eEkonomi Smart

  1. In Edit collaboration window select End collaboration

  2. End the collaboration by selecting the Customer continues to work on their own.

The customer's data will no longer be available to you.
 

  1. In Edit collaboration window select End collaboration

  2. End the collaboration by selecting the Customer continues to work on their own.

The customer's data will no longer be available to you.
 

  1. In Edit collaboration window select End collaboration

  2. End the collaboration with the customer by selecting End the collaboration and deactivate the service.

The customer's administrator, who holds the requisite authorization, will gain access to a read-only version containing all previously registered information. This read-only version is accessible upon logging in to Mina tjänster. Consistent with the accounting legislation, this data will remain available for a period of 7 years.

The customer's data will no longer be available to you.
Collaboration set up in Visma eEkonomi Bas

  1. In Edit collaboration window select End collaboration

  2. End the collaboration by selecting the Customer continues to work on their own.

The customer's data will no longer be available to you.
 

  1. In Edit collaboration window select End collaboration

  2. End the collaboration by selecting the Customer continues to work on their own.

The customer's data will no longer be available to you.
 

  1. In Edit collaboration window select End collaboration

  2. End the collaboration with the customer by selecting End the collaboration and deactivate the service.

The customer's administrator, who holds the requisite authorization, will gain access to a read-only version containing all previously entered information. This read-only version is accessible upon logging in to Mina tjänster. Consistent with the accounting legislation, this data will remain available for a period of 7 years.

The customer's data will no longer be available to you.
Collaboration in Visma eEkonomi Förening/ Visma eEkonomi Pro

  1. In Edit collaboration window select End collaboration

  2. End the collaboration by selecting the Customer continues to work on their own.

The customer's data will no longer be available to you.
 

  1. In Edit collaboration window select End collaboration

  2. End the collaboration by selecting the Customer continues to work on their own.

The customer's data will no longer be available to you.
 

  1. In Edit collaboration window select End collaboration

  2. End the collaboration with the customer by selecting End the collaboration and deactivate the service.

The customer's administrator, who holds the requisite authorization, will gain access to a read-only version containing all previously registered information. This read-only version is accessible upon logging in to Mina tjänster. Consistent with the accounting legislation, this data will remain available for a period of 7 years.

The customer's data will no longer be available to you.

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