Visma eEkonomi Bokföring

Link project to document

By linking different documents to projects, you can follow up the results for the project on a running basis. You can link the projects you create to the following types of documents:

Purchase invoices
Journal entries for Purchase with receipt and Other withdrawal.

Projects are activated in all ledger accounts between numbers 3000-8999. Other accounts can be activated for accounting entry against projects by editing the respective account under Settings - Chart of accounts.

Select projects on documents

When you create one of the above documents, a column is shown where you select which project should be linked to the transaction. On invoices, you can choose to link the invoice as a whole to a certain project. Select the project in the invoice header in such a case. You can even chose to link projects to individual transactions rows.

Get reminders about adding project to invoices and journal entries

You can enable a setting for getting reminders about adding projects when registering invoices and journal entries. You can enable a setting for getting reminders about adding projects when registering journal entries.The setting is available as a checkbox in the company settings under Settings - Company settings - Accounting settings. When selecting this checkbox, anyone who registers invoices in the program will be reminded to add projects, whenever applicable.