Visma Advisor

Visma eEkonomi

By using all the smart features in Visma eEkonomi, along with other programs in Visma Smarta Byrån, you gain numerous advantages that can make you extra efficient! Smooth workflows and efficient processes enable you to work smarter – and in less time!

Smart features that make it easier

Check out some of the features in Visma eEkonomi that simplify collaboration with your customers.

Send e-invoices

Sending e-invoices is the easiest way to handle customer invoices, both for your client and your client's customer. The customer receives the invoice directly in their accounting program or to Kivra (if the customer is a private individual). The invoice does not need to be printed, stamped and mailed, and there is no risk of it getting lost.

Recurring invoices

If your customer invoices the same type of goods or services at regular intervals, they can create a template for a recurring invoice. This is a convenient option for invoicing, for example, rent or cleaning services.

Recurring invoices can be sent completely automatically at the chosen interval. Once the current period’s invoice has been sent, the invoice date and period automatically advance to the next scheduled invoice date.

Receive e-invoices

By receiving all invoices as e-invoices (or PDF invoices), both you and your customer save time and minimise potential errors. When you invite your customer to collaborate on Digital invoices & documents, you can control who becomes the invoice recipient.

When the invoice is received, the program reads the invoice information automatically. If there are previously registered invoices from the supplier, the program suggests the same accounts that were used before. Initially, the accounting suggestions available for the supplier are fetched.

If your accounting office works with approval, the invoice can be automatically forwarded to the customer for approval.

When the bank integration is activated, the invoices are automatically transferred to the bank. To make payments, the customer logs into the internet bank and approves the transactions. For SEB and Nordea, it is possible to approve the payment directly in Visma eEkonomi. The customer never needs to leave the program to make payments.

Visma Spcs company card

With the Visma Spcs company card, the customer can make all company purchases without having to use personal funds. The second the card is swiped, the customer gets a notification in the app reminding them to photograph the receipt. The supporting document is then entered under Cash and bank transactions where it's posted against the transaction. Visma eEkonomi automatically suggests the accounting entry. This allows you, as an accountant, to post in real time instead of waiting for the bank statement to be uploaded from the bank.

No more physical receipts

With the Visma Scanner app, the customer can photograph their physical receipts. The document is automatically interpreted and then sent to Visma eEkonomi. With this approach, you or your colleagues can work with the customer's accounts in real time. And paper receipts are a thing of the past!

Smart bank integration

When the customer has a bank integration, their bank transactions are automatically transferred from the account statement to Visma eEkonomi. By registering bank transactions automatically, you and the customer save time and minimise the risk of double registration or missing any transaction.

In order for an invoice to be registered as paid it must be matched against a payment or a credit note. The bank transactions that the program finds the corresponding sales and purchase invoices for are automatically posted to the ledger and shown under Bank transactions this period.

The program uses the OCR number, paid amount and due date to match invoices with payments. When both the OCR number and amount match the invoice details, the transaction is automatically posted. If this is not the case, a match is suggested and you can confirm or change it.

For all major banks (SEB, Nordea, Handelsbanken, Danske Bank, Swedbank, Sparbanken), it's also possible to send purchase invoices for payment directly from Visma eEkonomi. The most efficient integration is with SEB and Nordea. Here, the payments can be approved by the customer directly within Visma eEkonomi without needing to log into the internet bank.

Automatic posting of accruals and depreciation

Avoid manual posting of accruals and depreciation by activating the features for automatic accounting. This can be done under Settings - Company settings - Accounting data.

The Visma eEkonomi app

The Visma eEkonomi app is intended for your customers. The app is especially useful when the customer handles their own invoicing. In the app, the customer has access to all their customers and sales invoices. They can approve purchase invoices, see their suppliers, make notes, get reminders, send documents to the program and follow important events in their company.

Convenient template companies

By checking the Copy settings box under Settings - Company settings, tab Basic information, you as an accounting consultant can save the settings from one company as a template and then use it for other companies. You specify the template when you go through the Startup guide for the new customer. This function saves you time in the startup process with new customers.

The following settings are copied: