Visma Skatt & Bokslut Pro
Change reconciliation period
Under Maintenance - Customer information you can change reconciliation period. It is possible to change reconciliation period from Month reconciliation, which is the default option, to Quarter when working with period closing in Visma Skatt & Bokslut Pro.
Note that the reconciliation period always is Year if you only have activated year-end closing. If that is the case, there are no settings for changing the reconciliation period under Maintenance - Customer information.
How to change reconciliation periods:
- Go to Maintenance - Customer information.
- In the Reconciliation period section, select Quarter.
- Click Save .
If the period is ongoing, the change will be valid from the nextcoming quarter. If you, for example, have started January and then change to quarterly reconciliation, the change will take effect in Q2, starting in April.
When the financial year is equal to the calendar year and quarterly reconciliation is selected, the reconciliation periods will be January-March, April-June, July-September and October-December.
Note that the VAT period will be updated accordingly when you change reconciliation periods.
If you select quarterly reconciliation, the VAT period will also be changed to quarterly (if it is not already selected).
If you are working with broken, shortened or lengthened financial years and select quarterly reconciliation, the reconciliation periods will still coincide with the calendar year (January-March, April-June, July-September and October-December).
