Visma Skatt & Bokslut Pro
Templates for checklists
This topic is for you who work with Visma Skatt & Bokslut Pro as an accounting office.
In Administration - Templates for checklists you create and maintain templates for your own sets of checklists that you want to use for your customers. You can create your template and base it on prepared tasklists for all company types or base it on an existing customer's setup of checklists. Once you have created a template, you select the tasks to include and what customers should be connected to the template.