Visma Skatt & Bokslut Pro
Customer information
Under Maintenance - Customer information you find general information about the company, such as name of the company, company type and address information.
Check that the Registration date corresponds to the date when the company was registered. The information is available at Bolagsverket.
If the company's registration date is not correct, this can lead to problems when adding values for previous years
From here, you select whether to use Period closing or only Year-end closing. If the Use period closing toggle is enabled, you can manage your reconciliation for each month or quarter. When disabled, you do the reconciliation for the entire year.
This feature is not available if you are using the service via Visma Advisor.
