Help

Here you will find the help documentation for Period & Year.

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Start page

Import accounting data. Lock periods. Copy data between periods and run auto checks.

Work with period and year-end closing

Work with Reconciliation BS/Analysis IS. Export closing entries to ERP. Financial statements and Reports. Information and tax. Complete and submit annual report

Transaction analysis

Run auto checks. Add and customize checks.

Housing

Maintain owners and housing units. Complete reporting and submission of thirdparty information.

Share register

Maintaining shareholders. Generate a book of shareholders. Reporting and submission of shareholder register statement.

Settings

Edit accounting year. Import year-end closing data. Maintain chart of accounts. Change company settings and reconcilication period.

Administration

Create accounting office templates for automatic checks and reconciliation plan.

Client registry

Create client companies. Up-/downgrade clients. Administration of users and groups. Update year-end status.

How Visma protects you and your information

GDPR in Period & Year

License terms - Period & Year

Last modified September 19, 2024