Visma Skatt & Bokslut Pro
Automatic checks
When the checks have been run, a detailed view of the result can be seen in Transaction analysis - Check results. The result is also indicated in the column Auto checks on the overview of the pages Reconciliation BS and Analysis IS.
To change the settings of a check, or to add your own checks, go to Transaction analysis and select Check settings. Read more in Check settings..
A red icon indicates that the check has found something. Click on the check to get more detailed information.
An orange icon indicates that the check could not run. An example of this is that the check is supposed to compare previous periods, but there are no previous periods imported into Visma Skatt & Bokslut Pro
A green icon indicates that a check has been run, but nothing was found.
Divergent check results can be marked as done using the button Mark check as done. When you mark a check result as done, the icon changes its appearance and becomes grey with a green check mark in the lower right corner.
You only need to mark a check result as done once, which means that if you mark a check result for an account in the reconciliation BS as done, the same check check result will also be marked as done in Transaction analysis.
If a check result no longer is up to date due to a subsequent change, it will lose its status as done and the icon changes its appearance to indicate that the result needs to be updated.
Refresh checks
If the data in Visma Skatt & Bokslut Pro has changed since the last time the checks were run, either from a new import of data from Visma eEkonomi or a SIE4 file, or from the creation of closing entries, the checks will need to be run again. This is shown by a refresh symbol in the status column, as well as the name of the check turning grey. This also happens if the settings of a check is changed. When the checks have been run again the check results are updated and the symbols are changed to the applicable ones.
The symbol is also shown in the dialogue that opens when you click in the column Auto checks in the overview of the pages Reconciliation BS and Analysis IS.
If a period is locked, the checks will not be run for this period, so the results of the checks will remain the same.
Comments
It is possible to add comments to check results by selecting the comment icon in the upper right. Comments added to check results in Auto checks are saved together with the auto check result and not on account level.
Create new comment
- Select the check result that you wish to add a comment to.
- Click on the comment icon in the upper right to open the side panel.
- Enter the comment in the text box.
- Save the comment by pressing Enter or clicking outside the text box.
The comment is saved in the selected period along with the name of the person who wrote it and the date it was saved. It will be displayed in the side panel next time it is opened and check result for which it was written is selected. When a comment has been added to a check result, the comment icon turns blue. If a check is deleted or disabled the check result in that period is removed. If the user have written a comment to that check result then the comment will also disappear.
Edit a comment
- Click on the pen icon next to a comment in the side panel to edit it.
Only comments written in the current period can be edited, if it is unlocked. A comment can only be edited by the person who wrote it.
- Save the edited comment by pressing Enter, clicking outside the text box or clicking on the green checkmark. Undo your changes by clicking on the red cross.
The edited comment is saved in the current period along with the name of the person who edited it and the date it was saved.
Delete a comment
Click on the trash bin icon next to a comment in the side panel to delete it.
Only comments written in the current period can be deleted, if it is unlocked. A comment can only be deleted by the person who wrote it.
Reply to a comment
Click on the reply icon to the right of a comment to reply to it.
Save the reply by pressing Enter, clicking outside the text box or clicking on the green checkmark. Undo your reply by clicking on the cross.
A reply can only be edited or deleted by the user who wrote it. If a comment has a reply, the reply must be deleted before the comment can be edited or deleted.
Print check results
Click on the Download PDF button found at the bottom of the screen to generate and download a PDF document of a check result. The result is displayed as a list, with all rows collapsed.
To print a check result with all rows expanded, click on the arrow next to the Download PDF button and select Download detailed PDF. Bear in mind that not all check types produce results that can be expanded.
It is also possible to select which rows that should be included in the print-out by switching on Enable selection and then marking the checkboxes next to the rows that you wish to include. Selection can be enabled for both standard and detailed print-outs.
To include comments added to check results in the print, click on the arrow next to the Download PDF button at the bottom of the page and select one of the options Download PDF with comments or Download detailed PDF with comments. The comments are added to the last page of the PDF document.
