Visma Skatt & Bokslut Pro
How do I create a new financial year in Visma Skatt & Bokslut Pro?
A new year is created slightly differently depending on the data source used. You enter the data source for the first time in the start guide. It is also possible, under certain conditions, to change the data source afterwards from Maintenance - Settings - Data source.
Manuell inmatning går endast att ange som datakälla när du kör startguiden. It is not possible to switch to Manual entry afterwards.
| Data source | |
|---|---|
| Manual entry | Click on Create financial year on the home page. Enter the start and end dates and choose whether you also want to create a previous year. Once the year has been created, you can enter values for the new year manually. |
| SIE file | Click on Import from SIE4 file on the home page. Assuming the SIE file contains the new year's values, it is created and displayed on the home page. |
| Visma eEkonomi | First create the new year in Visma eEkonomi and then click on Import from Visma eEkonomi on the home page. The new year is added automatically. |
Read more in Start guide, Site settings or Set up data source.
Search word: new year, new closing year, create new, create year