Visma Lön Smart
Pay and post the salary payment to ledger
When the pay run has been submitted under Lön Smart - Pay runs, it is time to send the payment to the bank, post it and send the payslip. Read more on how to create pay runs in the topic Create new pay run.
The settings you have chosen on the employees and in the company settings will affect the payment and printing options that are available for you.
Salary payment
If you
In order to send the payment file via bank integration, the amount to be paid should be a positive amount and it can only be paid to Swedish bank accounts. In addition, information about the employees' first name, last name, postal address, postcode and city must be entered in the employee list.
With bank integration
If you have Handelsbanken or Danske Bank
Click Send to send the file to the bank. Depending on the bank's routines, you might have to sign the file with the bank.
The status will say Paid once the payment has been made from the bank. The day after the payment has been made, the account statement will appear in the program and bank transactions can be matched and posted under Cash and bank. Read more in the topic Match bank transactions in the Visma eEkonomi help texts.
Read more about the different statuses in the topic What do the different statuses mean when the salary payment is sent with a bank integration?
If you have SEB or Nordea
If the company has SEB or Nordea as its bank, you can now send and sign the payment in the same step.
Please note that the person who is signing the payments need to have two-step verification activated. Read more in the topic Add two-step verification (in Swedish) in the Mina tjänster help texts.
- Select Send or Send and sign.
Which alternatives are shown depend on which access rights you have for the bank integration in Mina tjänster.
- If you are Administrator you will have the access right to send and sign payments in the same step.
- If you have the access right User the payment will be sent to the person with the access right Administrator when you select Send. The administrator then approves the payment by selecting Sign.
If you want to change the access rights for a user, you do this in Mina tjänster. Read more in the topic Byt användarroll in the Mina tjänster help texts.
- Open the Google authenticator app on your mobile phone and enter the six digit code that is shown to approve of the payment. You use the same email and password as when you log into vismaspcs.se. This step is only for administrators.
The status will say Paid once the payment has been made from the bank. The day after the payment has been made, the account statement will appear in the program and bank transactions can be matched and posted under Cash and bank. Read more in the topic Match bank transactions in the Visma eEkonomi help texts.
In the topic What do the different statuses mean when the salary payment is sent with a bank integration? you can read more about the different statuses.
Without bank integration
- Click Create payment file or Mark as paid depending on whether you have chosen to export a payment file or make a manual payment under Settings - Payroll settings.
Click Preview if you want to create a payment list in the PDF format. The list can be sent to the bank or be used as the basis for manually paying the salaries and wages. You can also generate the payment list for other pay periods under Lön Smart- Reports.
- Upload the payment file to the bank.
For an employee to be included in the payment file, the setting under Payment to must be set to Bank under Lön Smart - Employees and the Pay tab.
Post/Create SIE file
Select Post/Create SIE file to post the payment to the ledger.
If you do not use Visma eEkonomi, a SIE file is created. The file is saved locally on your computer. Depending on what web browser and settings you use, the location to where the file gets downloaded may differ, but normally you can find it in the folder "Downloads".
Send payslip
- Under Message to all employees, you can add a message that is shown on all payslips.
- Select how the payslips should be sent:
- Select Show now if you want your employees who use Min Lön/Kivra to see their payslip as soon as you have clicked Send payslips.
- If you want to do the pay run in advance and then decide when employees, who use Min Lön/Kivra, can get their payslips, check the Schedule box and select a date between the current date and originally expected pay date.
- When you want to schedule payslips for employees using Min Lön/Kivra and also have employees who receive their payslips in pdf format, check the Schedule box and select date according to the instructions above. Doing that, employees using Min Lön/Kivra will see their payslips on the selected date, and a PDF-file will be create for other employees when you click Send payslip.
- If all employees have selected to have their payslips sent as pdf, select Show now. The payslips are created in pdf format and saved in the same file when you click Send payslip.
Schedule is shown as long as the originally expected pay date hasn't passed. You can undo the scheduling until the selected date, and instead select another date or show it immediately.
If you had mad changes to some payslips after all the payslips have been sent, you can choose to send only the edited payslips to those employees the changes were made for. Click the Select employees button and select what employees who should get a new payslip.
If you want to send your payslips for approval, for example if you are working at an accounting office and want your customer to approve, we recommend that you use our signature service Visma Sign.
When you are done, move on to Payroll tax report.
