Visma Ekonomiöversikt
Upload document
You can share and archive documents in Visma Ekonomiöversikt. You can place the document in any period or in the folder Inbox, if you do not want to specify a period.
- Choose where you want to place the document.
The periods that you can choose from are the same as the financial years that are uploaded into Visma Ekonomiöversikt, and a year-end period per financial year.
- Drag and drop or upload your file. The file appears in the list.
You can upload several files at once.
All uploaded documents are visible to all users.
The maximum file size for document uploads is 50 MB per file.
To see all documents belonging to a financial year, click on the respective year in the list on the left. To see all documents uploaded in the financial years folders, click on All documents. The folder All documents does not include the documents placed in the folder Inbox.
After the file is uploaded, you can:
- Rename the file
- Move the file to a different folder
- Download the file
- Delete the file
To do this, select the desired action on the Actions button on the right.
Several documents can be moved, deleted or marked as read at the same time. To do this, select the desired files by marking the check box by the file name and click on the applicable button in the bottom of the page.
When a document has been uploaded by another user, you will see a notification next to the folder where the file was uploaded. The file name of an unread document is shown in bold letters until you mark it as read, or until you download it. To mark a document as read, select Mark as read on the Actions button.
If accounting data for a financial year is deleted from Visma Ekonomiöversikt, all documents uploaded in that year folder will automatically be moved to the folder Inbox.
If you use Visma Ekonomiöversikt in a collaboration with your accounting office, your accountant will receive a notification in Visma Advisor every time you have uploaded a new document.
Video tutorials
