News in Visma eEkonomi Pro

New functionality

How cool! We are now releasing Visma eEkonomi Klimatrapport Pro

With the pro version, you can do everything that can be done in Visma eEkonomi Klimatrapport and much more. Fine-tune data, dive deep into categories, and examine footprints by vendor. Or extract the result in Excel. Here you can really understand the climate impact in depth.

• See the footprint divided into 70 categories

• Extended report

• Deep dive into your suppliers

• Fine-tune your data

• Trends over time

• Export to Excel

	Visma eEkonomi Klimatrapport/Klimatrapport Pro
	Three steps to reduce your climate impact

Customer request

An anticipated update in the customer register import

You can now add different terms of delivery and delivery methods in the CSV file for a quick and easy import of the customer register - but that's not all! You can also create completely new ones, not previously in the program, and the program will create and add them to your customers' information. Pretty nice, right?

On top of that, we have also added a new column to the CSV file, where you can add and import customer labels. Want to add several customer labels to the same customer? No worries! Just separate the labels with a semicolon and you're good to go.

Importing or exporting customer records

New functionality

We are now updating Visma eEkonomi Lönebesked to Lön Direkt!

After the update you will get access to several new, exciting features. Here are some examples:

• Pay roll tax report sent directly to Skatteverket via API

• Updated tax details for employees with tax deduction requests

• Deductions for regional support

• Possibility to change ledger account on the pay row directly in an employee's payslip

• Digital payslips to Kivra or Lön Anställd

... and much more!

From 3 April you can easily update to Lön Direkt from Visma eEkonomi Lönebesked. Select Salary - Payslip in the menu to start a guide that will make the transfer smooth and easy. When the guide is finished, employees' details from 2022 and 2023 will have been transferred to Lön Direkt.

Before you start with the transfer, however, there are some things to keep in mind about Visma eEkonomi Lönebesked. We therefore recommend that you check the topic Migrate to Lön Direkt from Visma eEkonomi Lönebesked in the Lön Direkt help texts.

You can still create payslips in Visma eEkonomi Lönebesked during the entire month of April, but from 1 May onwards you will have to upgrade to Lön Direkt before you can continue working in the program.

New functionality

Sweet, you can totally control your climate impact!

Measuring your climate impact might sound tough and expensive. Some folks might honestly want to avoid it, while others are super excited! But now, there's a solution that makes it easy to see your company's real impact and work with it - right in your program. With just a few clicks, you'll have a complete climate report that lets you compare your impact with others in your industry and work smart to reduce it. So, you'll get a clear picture of how your company affects the environment and quickly identify changes you can make for a greener future. How cool is that?

• See your CO2 footprint (carbon footprint)

• Get tips and improvement measures

• Work on lowering and following up

• Climate financing

• Print your climate report as a PDF

	Visma eEkonomi Klimatrapport/Klimatrapport Pro
	Three steps to reduce your climate impact

New functionality

Submit tax return automatically via Skatteverket's API

We are happy to inform you that we now support automatic submission of tax return via Skatteverket's API, when using the extension Visma eEkonomi Deklaration/Årsredovisning. By using this functionality, you can say goodbye to printing or download and transfer of files. The new submission method automatically sends all INK2 tax forms (INK2, INK2R, INK2S to your personal space at Skatteverket. Note that you still need to sign them, once they have been transferred.

This functionality is available for limited companies and for financial years ending after 2022-08-31.

Improvement

Process batch payments faster!

In Visma eEkonomi Pro it is now possible to select multiple invoices directly from one bank transaction. If you regularly deal with batch payments for multiple invoices at the same time, reconciling them just got a lot easier!

In Cash and bank you can use the new option Select multiple for payments of (credited) purchase and sales invoices, and link several unpaid invoices to the bank transaction in one go. When you select an invoice, the list will be updated automatically, leaving only invoices with an amount less than the balance that still needs to be reconciled. By using the search function and the possibility to sort on columns, you can process your batch payments even faster!

	Match incoming payments manually
	Match outgoing payments manually

Customer request

Add, edit and delete multiple references

Yes, it's true! In Visma eEkonomi Pro you can now add multiple references on your customers, quotes, orders and sales invoices. Add, edit and delete references directly from the customer register or on your sales documents. The selected reference on the customer will be preselected on new sales documents.

	Add customer
	Edit customer information

New functionality

Discount agreements are here!

The waiting is over! It is now possible to create discount agreements in Visma eEkonomi Pro and add them to your customers.

You can add discounts on your article labels or on single articles. When you add the discount agreement on a customer, you will also get the possibility to update your recurring invoices with the new discounts.

You'll find the discount agreements under Settings - Discount agreements.

	Discount agreements
	Create discount agreement

Tip!

A "best digital practice" for year-end closing and tax return

Have you ever looked for the most efficient way to do your year-end closing, annual report and tax return? Have a look at the section Getting started with Deklaration/årsredovisning. There, we give you our top tips and guide you through the entire process.

Getting started with Deklaration/Årsredovisning

Customer request

Separate e-mail addresses for quotes, orders and invoices

Finally it is possible to use separate e-mail addresses for quotes, orders and invoices when sending them by e-mail to your customers.

When you create or edit a customer, use the new e-mail fields to add the e-mail addresses to which the customer wants to receive their quotes, orders or invoices.

The new fields are:

• E-mail invoice

• E-mail order

• E-mail quote

In addition you have the existing E-mail cc address field where you can add up to 5 e-mail addresses that will get a copy of the e-mails sent.

	Add customer
	Edit customer information

Improvement

Support for more company types in Visma Betalt Direkt

Yay! Visma Betalt Direkt - the service that lets you sell invoices, is not limited to limited liability companies anymore. We have now added support for sole proprietorship and trading company.

Visma Betalt Direkt

Customer request

New report for project result

Based on customer requests we have now added a new report In Visma eEkonomi Pro. Let us present the Project result report!

The report includes the columns Period, Accumulated, and Accumulated from project start. This means that you can follow up your projects in a better way since the report spans over several financial years.

We've also improved the printout dialogue when you want to print multiple projects. When you have selected which projects you want to print, you can choose if you want to present the output as one report per project or a joint report for the selected projects.

Reports

Improvement

Dormant input VAT when allocating purchase invoices

We are now supporting period allocation of input VAT when registering purchase invoices using the accrual accounting method.

When you create a period allocation plan for a purchase invoice, you can choose to apply dormant input VAT. If you are using Visma Skatt & Bokslut Pro a sub-appendix will be generated automatically, which documents the reconciliation of the dormant VAT.

Allocate purchase invoice

Improvement

Support for negative quantity on order lines

Just like for quotes and sales invoices, It is now possible to add a negative quantity on order lines.

If you want to offer the customer a discount, you can do this by adding negative lines to the order. For example, if you offer "buy 3 for the price of 2", you add an article line to the order where you enter 3 in the Quantity column. On the next line, you add the same article, but enter -1 in the Quantity column. This way, the customer can clearly see on the order that you deducted the discount.

Create order

Improvement

Credit sold invoices when using the cash accounting method

If you are selling invoices via Visma Betalt Direkt and are using the cash accounting method, it is now possible to credit a sold invoice in Visma eEkonomi Pro. Note that it will only be possible to credit the invoice in full.

You credit the sold invoice just like you do when you credit a normal invoice. The only difference is that you will have different options when posting to the ledger, depending on if you have registered payment or not for the sold invoice.

We have also changed the process for sold invoices in Visma Betalt Direkt for you who are using the cash accounting method. The sales will be posted to the ledger when you register the payment from Visma Betalt Direkt under Cash and bank.

Credit a sold invoice

Improvement

Information about workplace street address on the payroll tax report

The parliament has decided that from January 2023 employers should inform about the workplace street address in the payroll tax report. The information is entered in the fields Workplace street address and Workplace city under Settings - Company settings - Payroll settings.

A workplace is where the employee carries out the main part of their work. A company can have several workplaces, but an employee can only have one workplace at the same employer. If the employee carries out their work at several places, it is the employer's responsibility to do an assessment of where the workplace is. Please note that workplace is not the same as work site number, which should be reported in the payroll tax report.

Improvement

Update multiple accounts in one go

In Visma eEkonomi Pro you can now update multiple accounts in one go by selecting the Process multiple accounts button, which you find under Settings - Chart of accounts. Simply select the checkbox for those accounts you want to update and choose Process multiple accounts, in order to edit the account details.

	Update multiple accounts
	Delete multiple accounts

Improvement

Update multiple projects in one go

In Visma eEkonomi Pro you can now update information and change the status on multiple projects in one go by selecting the Process multiple projects button, which you find under Accounting - Projects. Simply select the checkbox for those projects you want to update and choose Process multiple projects, in order to edit the project details.

	Update multiple projects
	Delete multiple projects

Legal update

New rules for green technology

From 1 January 2023 new rules apply for green technology.

The tax deduction for installation of solar panels will increase from today's 15% to 20%. When you enable the setting Green technology rules apply under Settings - Company settings - Invoice settings, a new field will appear where you can add the percentage yourself. The default value is 15%.