Start a collaboration with an accounting office

A collaboration can be initiated either by the accounting office or by you. If the accounting office initiates it, they enable the settings for the collaboration in either the program Visma Advisor or Visma Byråstöd and you will receive an email with an invite. If the accounting office does not work in Visma Advisor or Visma Byråstöd, you can start the collaboration by inviting the accountant and following the steps below. Here you can read more about how to Collaborate with accounting and invoicing.

  1. Select Apps and extensions
  2. On the tab Extensions, select Invite an accountant or auditor.
  3. Select the Invite your accountant tab.
  4. Choose Add collaboration.
  5. Add the accounting office contact details in the form that opens. (The form is in Swedish.)

In order to find and enter your accounting office's contact details, you can go to the tab Extensions under Apps and extensions and select Find an accounting office. Select the Find accountant button and search for the accounting office in the window that opens. All the available accounting offices within your specified range will then be listed with their contact details below the map.

  1. Select Send invitation.

The contact person at the accounting office will get an email with an activation link that gives them access to Visma eEkonomi Smart and your company. Should you need to resend the link, you can do so from Apps and extensions.

Please note that there is a difference between setting up a collaboration with an accounting office and inviting an auditor to review your accounting. When collaborating with an accounting office you do it in order to get advice as well as to get assistance registering invoices, entering journal entries, reporting VAT etc. In this case the accountant gets full access to your company in Visma eEkonomi Smart. Both parties can work with registration of accounting transactions and access the same information directly.

When inviting an auditor you do it in order for the auditor to make an audit of the company's financial statements at the year end. When logging in the auditor can view all content in your company, print reports, export SIE files and registers. The auditor cannot register or change anything in the company's accounting. The purpose is solely to make an audit, i.e. review and check that the accounting follows the laws and regulations applicable.

Related topics

Activate collaboration in Visma eEkonomi from Visma Advisor
Aktivera samarbete i Visma eEkonomi från Visma Byråstöd
End a collaboration with an accounting office
Register auditor as a user

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