Integration between Visma Ekonomiöversikt and Visma Administration/Visma Förening

It is possible to integrate Visma Ekonomiöversikt with Visma Administration 500/1000/2000 (version 2014.12 or later) / Visma Förening (version 2015.1 or later). The integration means that:

  • you can start Visma Ekonomiöversikt from Visma Administration/Visma Förening.
  • you can upload accounting data and data about unpaid invoices to Visma Ekonomiöversikt.
  • you can see the graph Unpaid invoices on the start page of Visma Ekonomiöversikt.
  • you can, from the income statement or balance sheet, open a document linked to a supplier invoice or a supporting voucher in Visma Administration/Visma Förening. This assumes that Visma Scanner has been used.
  • you can see a monthly KPI report, showing a selection of profitability and liquidity ratios. From this report you can add charts to the start page.

Follow the procedure below to integrate Visma Ekonomiöversikt with Visma Administration / Visma Förening.

To activate the integration, you must carry out a synchronization. You do this in Visma Administration/Visma Förening.

  1. Open Visma Administration/Visma Förening.
  2. Choose Arkiv - Inställningar - Företagsinställningar - Min sida/internettjänster.
  3. Enter your e-mail address and password (credentials for Min sida).
  4. Choose Synkronisera.

The Visma Ekonomiöversikt icon is displayed under the program heading Bokföring in Visma Administration/Visma Förening. After the initial synchronization, you can start Visma Ekonomiöversikt and upload accounts data and data about unpaid invoices to Visma Ekonomiöversikt from here.

You cannot upload a SIE File containing chart of accounts BAS95 or BAS96.

You can decide which users who should be able to import SIE4 files in Visma Ekonomiöversikt, but the rights to import data from the ERP system are not managed in Visma Ekonomiöversikt.

In Visma Administration/Visma Förening, there is a setting to create a voucher for every supplier invoice. This makes it easier when you want to open a document in Visma Ekonomiöversikt that is linked to a supplier invoice or a supporting voucher.

  1. Open Visma Administration/Visma Förening.
  2. Choose Arkiv - Inställningar - Företagsinställningar - Bokföring.
  3. Choose Leverantörsfakturajournal in the box En verifikation per affärshändelse.

If you are using Visma Administration version 2015.0 or older, you need to download and install an integration module in order for the data transfer to Visma Ekonomiöversikt to work. You download the module from Visma Ekonomiöversikt. Every user that will be uploading data to Visma Ekonomiöversikt, needs to have the module installed on his/her computer.

  1. Open Visma Ekonomiöversikt.
  2. Click on the download icon in the top menu.
  3. Choose Download the module for integration with Visma Administration or Download the module for integration with Visma Förening to download the installer.
  4. Run the installer.

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