Visma eEkonomi Bokföring
Link images
When you have uploaded your source document images and registered the information you want on your images, you can link them to your accounting transactions. By selecting Link image, different views open depending on if the image you want to link is a receipt or a purchase invoice. In the view that opens, you can fill in any missing information and finalise the registration using the source document image as a support. The image is then linked to the bank transaction which you save and post to the ledger, and is also available in your balance sheet, ledger and profit and loss report.
By uploading your receipts as source document images in Visma eEkonomi Bokföring, your work in the program becomes more efficient. On the receipt you enter whether you have paid with cash from your cash account or with a payment card connected to one of the bank accounts you have registered in the program. When you upload the source document image, the program will interpret it and retrieve information such as amount and VAT. All you need to do is verify that the information is correct and post the transaction to the ledger.
- Select Purchasing - Source document images.
- Select the image you want to link and ensure that the image type is Receipt.
If the source document image has been transferred from one of the apps the image type, i.e. receipt or purchase invoice, may be pre-selected. To edit the type, select the pen on the source document image row.
- Select Link image.
- Choose bank account, outlay type, journal entry series and if you want to link the receipt to a specific supplier.
- Select Post to ledger.
By uploading your purchase invoices as source document images in Visma eEkonomi Bokföring, your work in the program becomes more efficient. All you need to do is verify and fill in any missing information and link the image to your invoice. If the invoice relates to a supplier you have previously used, the program will remember what ledger accounts to select.
- Select Purchasing - Source document images.
- Select the image you want to link and ensure that the image type is Purchase invoice.
If the source document image has been transferred from one of the apps the image type, i.e. receipt or purchase invoice, may be pre-selected. To edit the type, select the pen on the source document image row.
- Select Link image.
- Add any information that the automatic interpretation was not able to enter for you.
- Select Post to ledger.
Once the image is linked, you can view the source document image by going to the purchase invoice under Purchasing - Purchase invoices, or find it under Purchasing - Source document images, Purchase invoices tab and select the checkbox View linked images.
Tip! If you want to automate your work even further in Visma eEkonomi Bokföring, you can choose to receive your invoices electronically straight from your supplier.
By uploading other documents, such as reports, as source document images in Visma eEkonomi Bokföring, your work in the program becomes more efficient.
- Select Purchasing - Source document images.
- Select the image you want to link and ensure that the image type is Document.
If the source document image has been transferred from one of the apps the image type, e.g. receipt, may be pre-selected. To edit the type and collect your documents under the Other documents tab, select the pen on the source document image row.
- Select Link image.
- Select the accounting template you want to use or enter a description for the journal entry.
- Select the accounts you want to post the transaction against.
- Enter the amounts.
If you have used an accounting template, the accounts will be pre-selected.
- Select Post to ledger.
You can link several source document images to one transaction. It is also possible to link images to a purchase with receipt or purchase invoice in retrospect, by simply opening the journal entry or purchase invoice and selecting Link image. If there are unlinked images in the program, you will receive a reminder about these upon logging in.
Related topics
Source document images | |
Upload images | |
Delete images or remove link |
Work smarter
This is how you can work most effectively
Simplify the handling with receipts using our app
Search words: link image to manual journal entry, link images of receipts, link images of purchase invoices, link images of other documents