Release Notes 2026

Corrected an error in the opening balance in the report

Fixed a bug that caused the report to only retrieve zero in amounts

Fixed an issue where too much data would be deleted during import for Budget Transactions (Budget Detail)

Added the possibility to fetch data with AI prompting for Control Edge, Contracting works, Softrig, 24SO and Xledger.

Fixed an import issue for supplier invoice and order ID where overflow errors made the imports fail

Changed from =TODAY to attribute currentdate which retrieves the actual time of running the report.

Changed from =TODAY to attribute currentdate which retrieves actual time of report execution. Layout update

The balance report has been updated to show the correct sign given the defined account type. In addition, the report has been updated with the time of report run (CurrentDate)

Added a DataChat setting to the model.

Fixed an error when using This Company Name in reports

Added a DataChat setting to the model.

Added a DataChat setting to the model.

Added a DataChat setting to the model for Softrig Unimicro.

Fixed an issue where drilldown did not work for Historic Customer and Supplier Transactions.

Added a DataChat setting to the model.

The balance report has been updated to show the correct sign given the defined account type. In addition, the report has been updated with the time of report run (CurrentDate)

Enhanced security by removing the permission “Full data access” All users retain their current rights.

Added the possibility to fetch data with AI prompting for Contracting works, Softrig, 24SO and Xledger.

Moved language settings to Visma Connect Connect User will be redirected to the profile page in Visma Home

Added Description field to Product Note Lines for COGS reconciliation

Fixed an issue with the data import for Customer. This was needed because of an unannounced change in the API.

Fixed an issue with the Customer and supplier ledger import where data was missing. This was needed because of an unannounced change in the API. A full import for both customer and supplier ledger for all companies is performed.

Formulas on the summary line, as well as a hidden formula for calculating available hours per employee, have been corrected. In addition, the report has been updated with a new layout and timestamp for when the report was run.

Updated deprecated VAT field labels to explicitly include “deprecated” and clarified Swedish VAT category labels with Avgift context.

Imports for the endpoint Time Tracking gave an error message for customers without access to the Time module.

Added CurrentDate dataset for runtime timestamp usage, including required System module exposure

Added CurrentDate dataset for runtime timestamp usage, including required System module exposure

Added CurrentDate dataset for runtime timestamp usage, including required System module exposure

Added CurrentDate dataset for runtime timestamp usage, including required System module exposure

Added CurrentDate dataset for runtime timestamp usage, including required System module exposure

Added “Owner” as a dimension on Sales Orders, making owner name available via the Employee dimension

New report in Danish that can be used to reconcile inventory transactions against finance. The transactions are grouped by order number. For product transactions, both the accounting and transaction period are shown.

You can now filter your reports on closed accounting periods using the new ExPer and ExPerClosed period fields. This update is particularly useful for large corporations and group reporting, as the ExPer field allows you to generate reports that specifically target data from closed periods.

You can now filter your reports on closed accounting periods using the new ExPer and ExPerClosed period fields. This update is particularly useful for large corporations and group reporting, as the ExPer field allows you to generate reports that specifically target data from closed periods.

You can now filter your reports on closed accounting periods using the new ExPer and ExPerClosed period fields. This update is particularly useful for large corporations and group reporting, as the ExPer field allows you to generate reports that specifically target data from closed periods.

You can now use the new CurrentDate dataset to include a runtime timestamp on your reports. This feature allows you to display exactly when a report was generated

You can now use the new CurrentDate dataset to include a runtime timestamp on your reports. This feature allows you to display exactly when a report was generated

You can now use the new CurrentDate dataset to include a runtime timestamp on your reports. This feature allows you to display exactly when a report was generated

You can now use the new CurrentDate dataset to include a runtime timestamp on your reports. This feature allows you to display exactly when a report was generated

You can now use the new CurrentDate dataset to include a runtime timestamp on your reports. This feature allows you to display exactly when a report was generated

We have introduced a new GR dimension to General Ledger accounts and organizational units (R-Dimensions). This update is designed to improve report performance. The new dimension includes both a numeric value and a text value, which also provides better lookup and filtering possibilities. Note: The old attributes for GR descriptions are now deprecated. While they remain available to ensure your existing reports continue to work, we recommend updating your reports to use the new GR dimension to take advantage of the improved performance.

We have introduced a new GR dimension to General Ledger accounts and organizational units (R-Dimensions). This update is designed to improve report performance. The new dimension includes both a numeric value and a text value, which also provides better lookup and filtering possibilities. Note: The old attributes for GR descriptions are now deprecated. While they remain available to ensure your existing reports continue to work, we recommend updating your reports to use the new GR dimension to take advantage of the improved performance.

We have introduced a new GR dimension to General Ledger accounts and organizational units (R-Dimensions). This update is designed to improve report performance. The new dimension includes both a numeric value and a text value, which also provides better lookup and filtering possibilities. Note: The old attributes for GR descriptions are now deprecated. While they remain available to ensure your existing reports continue to work, we recommend updating your reports to use the new GR dimension to take advantage of the improved performance.

Closed columns for calculation of IB and columns for selected periods

You can now include the Linked Account dimension when working with the Capital Assets Transactions dataset

You can now include the Linked Account dimension when working with the Capital Assets Transactions dataset

Swedish and Danish field translations are added across the model.

You can now include the Linked Account dimension when working with the Capital Assets Transactions dataset

Changed name of report from “Lagerværdi” to “Historisk lagerværdi”

Changed name of the report from “Lagervärde” to “Historiskt lagervärde”

Fixed an issue where full company access to specific companies (not the permission full company access) affected the runtime of reports.

Changed period selection to “Realiseret hidtil i år” and “Hidtilsidste år” in columns J, K and M and added parameter of filter for budget and corrected sign of income. In addition, layout is updated and timestamp for report run is added

Updated layout, as well as added time for report run and total for all months.

Changed period selection to ‘Realized so far this year and Last year so far’ in columns H and I, updated layout, and added timestamp for report execution. Removed the sheet tab with results per period, as this exists as a stand-alone report.

Changed all date conversions so that invalid dates will show as 1902-02-02

Changed all date conversions so that invalid dates will show as 1902-02-02

Changed all date conversions so that invalid dates will show as 1902-02-02

The report has been updated with the chart of accounts from the portal. Correction of the period on the annual budget, so that it now retrieves the entire year. Added parameter for filtering on the budget, as well as time for running the report. Updated with new layout.

The report has fewer summary rows per account statement to present fewer zero digits. Added Closing balance for last year, as well as Timestamp for when the report was run. The layout has also been updated.

The report has been updated with a new layout. Added timestamp for report run.

Added timestamp for report run.

Added timestamp for report run.

Report has been updated with chart of accounts from the portal. Removed negative sign on equity and debt.

The report has received more summary rows with divisions of different account types. The layout has also been updated.

Updated Report Designer to version 5.3.30323.1304, with enhanced security. Updated certificates, signed all help files, removed Checkbox and Dropdown parameter types, and added partial support for Excel sensitivity labels.

Corrected an error in summing on the rows for customer receivables, and changed the row for temporary profit and loss to always include all accounts that are profit and loss accounts.

Removed merge of column header for amounts in currency to be able to filter by currency.

Fixed an issue with the imports for Assignment that was caused by an undocumented change in the Contracting Works API.

We have updated the logic for how signs (positive/negative values) are handled for specific document types within the Accounts Payable module. The purpose of this change is to ensure that reports automatically reflect correct net totals without requiring manual adjustments.

The report name has been changed from Inventory to “General Ledger Reconciliation against Stock (Beta)”. Totals have also been added and free account selection has been enabled in the parameter filter.

Following the update to the Visma Net Accounts Payable datasets—where the sign for Debit Adjustments (deb.adj) and Prepayments was reversed—we have updated our standard library reports. These updates ensure that all standard reports correctly interpret the new data format and display accurate net totals.

New report for reconciling inventory transactions to the general ledger; The purpose of the report is to reconcile inventory transactions to the general ledger. Transactions are grouped by order number and show discrepancies if a product transaction is missing a corresponding voucher in the general ledger and vice versa. For product transactions, you see both the accounting period and the transaction period.

Added possibility to export result to Excel.

Fixed an issue where the drilldown would fail for Historic Customer Transactions

Fixed an issue where the drilldown would fail for Historic Customer Transactions

Fixed an issue where the drilldown would fail for Historic Customer Transactions

We have corrected 16 Swedish translations for fields related to Suppliers, Accounts, and GL (General Ledger).

To ensure consistency across all date fields, we have standardized how empty or invalid dates are handled. - Fields with no value will now display as 1900-01-01. - Fields with invalid dates will now display as 1899-12-31.

To ensure consistency across all date fields, we have standardized how empty or invalid dates are handled. - Fields with no value will now display as 1900-01-01. - Fields with invalid dates will now display as 1899-12-31.

We have fixed an issue where the voucher link was not working.

To ensure consistency across all date fields, we have standardized how empty or invalid dates are handled. - Fields with no value will now display as 1900-01-01. - Fields with invalid dates will now display as 1899-12-31.

Fixed an issue where reports exported to Excel in budgeting could not be imported to Google Sheets.

We have improved the way balances are fetched. By retrieving data in batches, the system now performs significantly fewer API calls. This results in faster and more efficient imports for you.

Fixed an issue where reports exported to Excel could not be imported to Google Sheets.

Show the last recent parameters for all parameter types in budgeting.

Company dimensionis moved from ‘more fields’. This will enable customers to choose it in their custom drilldown orders. The Company number and name is also added as the first columns in the default drilldown order.

Changed measure fields under project dimensions to ’normal’ attributes fields

Show the last recent parameters for all parameter types in reporting.

Updated with new layout, added an account group for shares, as well as updated IB for interim results and excluded accounts where both IB and movement are zero

Added Order no./Order Dimension to Historic Customer and Supplier Transactions datasets

Added Order no./Order Dimension to Historic Customer and Supplier Transactions datasets

Added HireDate and HireEndDate Dimension: Employee

Added Tax Unit information to Historical Employee Dimension: Historical Employee Information

Updated layout, added report description and added option to select from -to period

The report parameter period has been updated with a period based on service date in accordance with a change in the API for Contracting Works. Period was previously based on Start Date Time

Added Service date (Service dato) to the Service dataset (Timer). A full import of Service was done for all companies

Removed a summation formula on an empty row that presented a 0

Updated layout, added report description and added option to select from -to period

Updated layout

Changed formula for ‘Roerelse under perioden’ to a SUM(OSRref) formula. Movement was incorrect when running several accounts simultaneously.

Added support for distinguishing between vouchers with the same voucher number based on audit number. This was added to all voucher links for incoming documents earlier this week except historical supplier transactions. This has now been added to historical supplier transactions

Linked Product table into DeliveryAlternative dimension to make it possible to filtering this information based on product numbers

Removed old deprecated datasets for historical customer and supplier transactions

Fixed an issue with paging for journal transactions that resulted in missing information on some Journal Transaction Lines in GeneralLedger Transactions dataset.

Changed filter on IB from all periods to the first period this year

Changed formula for ‘Bevegelse i perioden’ to a SUM(OSRref) formula. Movement was incorrect when running several accounts simultaneously.

Changed formula for ‘Bevegelse i perioden’ to a SUM(OSRref) formula. Movement was incorrect when running several accounts simultaneously.

Fixed an issue where GL balances were not updated correctly for accounts that have not had any transactions in the current year.

Updated the tab for value per warehouse: Filter for unrealized values is implemented.

Added a filter so that only amounts from ledger = 1 are included in the report

Added a filter so that only amounts from ledger = 1 are included in the report

Updated report description and changed name to historical inventory value (Beta)

Removed the possibility to download Dashboard in SVG format.

Added several measures in base currency for Purchase Orders, Purchase Order Lines and Sales Orders. Make sure to run a full import of the datasets to populate the new fields.

Fixed an issue where all Inventory Attributes would not be imported.

Added information about from-to period in the executed report

Added possibility to open a completed budget assignment after the end due date.

Changed sign for OB for undistributed profits in the balance report. Removed account listing for this line.

Changed period for OB for undistributed profits in the balance report. Now retrieves the entire last year. Removed account listing for this line.

Corrected filter on aging balance list for customers, and added formula for Debit adj. on suppliers

Corrected filter on aging balance list and open entries for customers, and the formula for Debit adj. on suppliers

Corrected filter value on payments so that customer refunds are included. Updated print layout

Added possibility to open a completed budget assignment after the due date has ended.

Added Currency 2 fields to BalanceCustomer and BalanceSupplier. Also refined logic for outgoing balance to resolve missing values in the final period.

Added Currency 2 fields to BalanceCustomer and BalanceSupplier. Also refined logic for outgoing balance to resolve missing values in the final period.

Updated layout, changed from date selection to period for OB/CB, and added the ability to select multiple warehouses simultaneously. Changed name to Inventory Value

Changed layout to Gaia

Changed layout to Gaia

This is a report template that shows the company’s historical inventory value. The report displays both quantity and amount for opening balance, access, and outgoing, as well as changes and closing balance. The report can be specified for different warehouses and periods.

Changed to match the Norwegian report Account Statement Main Book - optional period. Now resembles a previous version of the Verification Journal

Changed to match the Norwegian report Transaction Journal. Now resembles a previous version of the account statement - main book.

Added chart of accounts and parameter for budget

Added chart of accounts

Added chart of accounts

Added chart of accounts

Added chart of accounts

Added chart of accounts, as well as a separate parameter for the budget. Updated with Iferror on all budget amounts

Added chart of accounts

Added chart of accounts

Added chart of accounts

Added chart of accounts and corrected errors in the heading for the previous year period. Updated with Iferror on all budget amounts

Fixed smaller UI issues in Archive and Workflow.

Added Currency 2 fields to BalanceCustomer and BalanceSupplier, and refined outgoing balance logic to resolve missing values in the final period.

Fixed an issue where the wrong item could appear when entering Archive using the browser back button, plus minor UI fixes in Archive and Workflow.

Fixed smaller UI issues in Archive and Workflow.

Updated layout, added report description, and changed name to Inventory Value

Changed the filtering for our GraphQL queries to use ChangedDateTimeStamp. This should result in better performance and help with timeout issues

Updated Swedish translations across multiple datasets and dimensions

Rearranged menu points with main and sub categories

Added support for fetching General Ledger balances from the Visma Net Datamart. It is currently behind a feature flag

We are introducing a new account group for ‘Other financial expenses’ covering the account range 8000–8299, and modifying the ‘Interest income’ account group to now cover the range 8300–8399. This change will affect all companies using the standard chart of accounts for Sweden. Please note that custom reports based on the chart of accounts must be adjusted to include the new account group.

Made it possible to view and delete budget assignments created by another user. In addition the column “Assigned by was added”.

Added case handler (Prosjekleder) as a separate dimension in the Assignment dataset. You will now be able to see case handlers that have been set on the actual order and not just the project

Added DataManager and Budgeting. The budget module is a limited version without paycode and GL account.

Fixed an issue where it was not possible to update a publisher job with a large number of recipients.

Assignments now display the assignee in budget assignment details.

Updated Data Explorer layout with a new color scheme.

Resolved issues in the connection authentication dialog.

Resolved an issue where historic customer/supplier transactions failed when vouchers lacked validation dates.

Added Case Handler (Prosjektleder) as a separate dimension in Assignment data.

Added position start and end dates for historical employee information.

Resolved an issue where historic customer/supplier transactions failed when vouchers lacked validation dates.

Improved Norwegian and Swedish translations for Unit of Measure fields and deprecated low-utility fields.

Corrected an error in the filter on fixed assets that are blocked for processing

Adjusted column width and color on date

Fixed an issue where the historic customer/supplier reports would fail if the customer has vouchers without validation dates