Visma Ekonomiöversikt
Integration between Visma Ekonomiöversikt and Visma eEkonomi
If you work with both Visma eEkonomi and Visma Ekonomiöversikt, the products will integrate automatically. The integration means that you can:
- start Visma eEkonomi from Visma Ekonomiöversikt.
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accounting data and data about unpaid invoices to will automatically be uploaded to Visma Ekonomiöversikt during log in or whenever the Refresh button is pushed.
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if you are an accounting office with collaborations in Visma eEkonomi and Visma Ekonomiöversikt, the setting Accounting locked as of in Visma eEkonomi will be used to show the months that are locked or still ongoing in Visma Ekonomiöversikt.
- open a document, from the Income statement or Balance sheet, linked to a supplier invoice or a supporting journal entry in Visma eEkonomi.
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when your company uses Visma eEkonomi and Visma Ekonomiöversikt, your ongoing accounting data is automatically transferred to Visma Ekonomiöversikt.
Transfer accounting data from Visma eEkonomi
Working in Visma eEkonomi and Visma Ekonomiöversikt without a collaboration
As a user working in Visma eEkonomi Bokföring, Visma eEkonomi Smart or Visma eEkonomi Pro without a collaboration with an accounting office, the accounting data from Visma eEkonomi 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, i e 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 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 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 setting. Read more here.
Related topics
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Integration between Visma Ekonomiöversikt and Visma Administration/Visma Förening |
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