Visma Advisor
Export invoice bases to your financial software in Visma Advisor
In Visma Advisor, you can download the Visma Advisor invoice bases module. The module makes it possible to export approved invoice bases from Visma Advisor to your financial software. The module supports the following financial software:
- Visma Administration
- Visma Compact
- Visma Business
- Visma Global
- Visma Mamut One
Download and install the Visma Advisor invoice bases module
To download Visma Advisor invoice bases, you must have full rights to access Settings. Read more in Set user rights for employees.
- Sign in to Visma Advisor.
- Go to Settings - Agency settings and the tab Other settings.
- Click on the Download link for the export module.
- Run the installer. Once finished, the Visma Advisor invoice bases icon is available on your desktop.
Export invoice bases to your financial software
- Click on the Visma Advisor invoice bases icon.
- Sign in. (Use the same email address and password as when you sign in to Visma Advisor).
- Select the financial software that you want to export the file to.
- Enter the location of the file in the Path to folder for exported files field. Use the same location as your financial software is using for import/export of SIE files.
- Click on the Download invoice bases button. The file is created and you can now import the file to your financial software.
In Visma Advisor, the status of the exported invoice bases is now Transferred and you will find the documents under the History tab in the Invoicing menu.
Related topics
|
Importera underlag från Visma eller Visma Advisor |
|
Transfer an invoice basis manually to the history |
|
|
New — transfer invoice bases to Visma eEkonomi |
