Visma eEkonomi Smart
Visma Ekonomiöversikt
Visma Ekonomiöversikt is a service from Visma Spcs that you can use together with Visma eEkonomi Smart.
A very useful feature in Visma Ekonomiöversikt is the possibility to make a Budget. Making a plan of the revenues and expenses over a specified future period of time and compare it to the actual outcome is a great help to notice deviations and act on them in good time. You create your budget under Budget & Forecast in the top menu.
Accounting data is automatically exported from Visma eEkonomi Smart once you open Visma Ekonomiöversikt. The state of the company is then presented by means of simple graphics of
Open Visma Ekonomiöversikt and export data
You can access it by choosing it in the list in the top left program window.
Once you select Visma Ekonomiöversikt in the top left list, you will be logged in to Visma Ekonomiöversikt. In connection with the login the accounting data from Visma eEkonomi Smart will be transferred automatically.
Working in Visma eEkonomi and Visma Ekonomiöversikt without a collaboration
As a user working in Visma eEkonomi Bokföring, Visma eEkonomi Smart and Visma eEkonomi Pro without a collaboration with an accounting office, the accounting data from Visma Ekonomiöversikt will be transferred when you or any other user of Visma Ekonomiöversikt logs in. The data that will be presented will always be Ongoing accounting, that is both locked and ongoing months.
The data transfer only happens during log in, so if you want to get the latest data from Visma eEkonomi while working in Visma Ekonomiöversikt, you need to press the Refresh data button in the top menu.
The accounting data is transferred to Visma Ekonomiöversikt when any user logs in to the service, no matter if they have access to Visma eEkonomi or not.
When you start using Visma Ekonomiöversikt, all accounting data from Visma eEkonomi will be imported up until the current date. Unpaid supplier and customer invoices, as well as journal entry attachments are also transferred.
Accounting offices with collaborations in Visma eEkonomi and Visma Ekonomiöversikt
As an accounting office it is possible to export data if your customer is using any of these variants of Visma eEkonomi: Visma eEkonomi Start, Visma eEkonomi Bokföring, Visma eEkonomi Fakturering, Visma eEkonomi Bas, Visma eEkonomi Smart or Visma eEkonomi Pro.
The data transfer only happens during log in, so if you want to get the latest data from Visma eEkonomi while working in Visma Ekonomiöversikt, you need to press the Refresh data button in the top menu.
The accounting data is transferred to Visma Ekonomiöversikt when any user logs in to the service, no matter if they have access to Visma eEkonomi or not.
When you start using Visma Ekonomiöversikt, all accounting data from Visma eEkonomi will be imported up until the current date. Unpaid supplier and customer invoices, as well as journal entry attachments are also transferred.
It is the consultant that decide what accounting data should be visible for the customer in Visma Ekonomiöversikt, by setting the Display of accounting data in charts and reports that you find under Settings - Report settings.
If Visma Ekonomiöversikt is used in a collaboration between an accounting office and a customer, it is only the accounting office employees that can upload data from Visma eEkonomi and this can not be changed from Visma Ekonomiöversikt.
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Visma Ekonomiöversikt |
