Client registry /periodandyear/help/client section Create client companies. Up-/downgrade clients. Administration of users and groups. Update year-end status. 2024-09-02T10:37:53+02:00 # Client registry Create client companies. Up-/downgrade clients. Administration of users and groups. Update year-end status. The client registry in Period & Year gives you an overview of all client companies that you are working with. You can easily access an existing client in Period & Year by searching and clicking on the company name to start it. This is also where you can create new client companies and where you add new users and administrate user access. Read more in the topics below: Client companies /periodandyear/help/client/client-companies section 2025-04-07T14:35:23+02:00 # Client companies In **client companies** you will find all Period & Year clients that you have access to. You can search by company name at the top of the page to locate a specific client.

You can download client companies to excel by clicking on the Download client companies to excel –button in the upper right corner.

To go to the start page in Period & Year, click on the link on the company name. ![](./img/Clientcompanies.PNG) Create client company : You can create client companies in Period & Year by clicking on the **Create client company** button in the menu **Client companies**.You can choose between **Manually\...** or **Based on Altinn\...**. : If you select manually a dialogue will open and you can choose to create the client by, : - searching in **brreg.no**. - creating the client manually. :

If the client is created by searching in brreg.no, client information will be filled according to registered information in brreg.no after you select a company and click next.

: If you select **Based on Altinn** a dialogue will open where you are asked to log in with your Altinn username (SSN) and Altinn password to be able to select which clients that should be created. : ## Package type : Depending on which Period & Year functionality your client company need, you can select and activate different packages. : The following packages are available, : - Year end - Year end plus - Period closing - Complete :

The available package type is controlled by the selected company type. This means that some company types within the same category, due to differences in reporting, only have access to Period closing.

: Read more about our [packages.](https://www.periodear.no/priser/) : ## Assigned groups : If you are using other groups than, All clients it is optional to assign a new client company to one or multiple groups when you create it. :

New clients is by default always added to the group All clients.

: Groups can be created by admin users in **Group administration**. : Read more about [groups.](/periodandyear/help/client/my-accounting-office/group-administration) Edit client company : To edit a client company, simply hover over the client company in the list with clients in menu **Client companies** and click the ![](./img/16_edit.png)pen-icon. : A dialogue will open and you can edit the selected clients information. : ## Terminate agreement on existing clients : For admin users the package type drop-down is enabled. By selecting Terminate agreement in the package type drop down. You will be able to end the Period & Year subscription for the selected client. If you terminate an agreement, you will have read only access to previous data. But you will be unable to edit any data on this client. ![](./img/TerminateAgreementDialog.PNG) Click **Terminate Period & Year** to confirm the change and finally click **Save** to complete the termination. : To see terminated clients in the **Client companies** menu, select Include inactive at the bottom right corner to also show clients that has been terminated. : ## Choose a different package type on existing clients : For admin users the package type drop-down is enabled. By selecting a different package type on your client, you will downgrade to a smaller package or upgrade to a larger one. :If you upgrade, you will gain access to the new functionality immediately. If you downgrade, you will still have read only access to previous work. But you will be unable to access the more advanced features in newer periods. ![](./img/ChangePackageType.png) Click **Change package** to confirm the change and finally click **Save** to complete the downgrade/upgrade. : Read more about our [packages.](https://www.visma.no/regnskapsbyra/arsoppgjor/pakker-og-priser/) Import of historical data /periodandyear/help/client/client-companies/startguide-import page 2025-03-20T15:39:56+01:00 # Import of historical data You can import historical data based on the tax return and business specification from Altinn into Period & Year by selecting import source in the start guide on new clients. In addition to a simple chart of account and trial balance based on the business specification for previous year, will information from the tax return and business specification be converted. Read more in [Settings.](periodandyear/help/settings/import-data/#import-year-end-data-from-altinn-new-format)

The imported trial balance can be edited by opening Import status and clicking on Edit balances on the start page.

## Altinn 1. From the start guide select historical import source **Altinn**. 2. Log in to the id-portal and accept that Period & Year can read content in archive. 3. Click **Search Altinn archive**.

To search the Altinn archive for company type Sole proprietorship, you also need the proprietor social security number.

4. Select submissions to import and click **Continue**.

A small chart of accounts and trial balance for previous year is automatically imported into Period & Year and when the import is completed you will see a locked year with historical data on the start page. The accounting year is locked automatically but imported data will be used in the year-end rotation.

5. Click on **Set up import source** to select ERP source for the current year. Read more about [Import accounting data.](/periodandyear/help/start-page/import) 6. After completed import and once the year-end period is started, data from Altinn will be year rotated and available in **Information and tax**. Read more about [Information and tax for impersonal company category](/periodandyear/help/taxation/impersonal) / [Information and tax for personal company category](/periodandyear/help/taxation/personal) / [Information and tax for particiapant taxed company category](/periodandyear/help/taxation/participant-taxed). Client with deviating fiscal years /periodandyear/help/client/client-companies/deviating-accounting-year page 2024-09-30T16:52:08+02:00 # Client with deviating fiscal years In Period & Year, deviating fiscal years are only solved with one client, which is used both for preparing annual financial statements and later submission of tax information. This is in contrast to Total, which used two different clients to achieve the same. ## Steps ### Submission of tax information based on previously prepared annual financial statements (2022/2023) This step consists of: - Importing previous information from Finale or Total in the start guide - Verification / adjustment of tax information - Submission of tax return and business specification > [!NOTE] If this step is to be carried out, it is necessary for it to be completed BEFORE the preparation of a new annual financial statement begins. ### Preparation of a new year-end closing (2023/2024) This step consists of: Locking of previous year-end closing : Before starting the process for 2023/2024, the existing annual financial statements (2022/2023) must be locked. This is done on the start page. It can be unlocked later if necessary. Setting ERP source and importing 2024 : If Finale or Total were used as the data source for the 2023 annual financial statements, a new ERP system must now be specified, for example, Visma Business. Then, you can import via the import button on the start page. : The ERP system defines the subsequent fiscal year upon import. It is therefore assumed that the ERP contains the correct definition of the fiscal year, for example, 01.03.2023 - 29.02.2024. If the ERP does not contain the correct fiscal year and this cannot be adjusted, file-based Excel import must be used instead. The fiscal year\'s division (date from to) is specified there. : Read more about [Import accounting data.](/periodandyear/help/start-page/import) Year rotation of historical data : During the initial setup of the year-end closing after importing ERP data, the year rotation of historical data from the previous year\'s year-end closing will be performed. This process may take some time and occurs in the background after entering the client. Preparation of year-end closing : The preparation of year-end closing is carried out in the usual manner. : Read more about [Information and tax for impersonal company category.](/periodandyear/help/taxation/impersonal) Submission of annual reports : Submission of annual report is done in the usual manner once the year-end closing is finalized. > [!NOTE] Further future work with tax return > > When the Tax Administration has completed the tax return and industry specification for 2024 at a later date (in January 2025), and Period & Year opens for the submission of this, the same client that has been worked on should also be used for this purpose.\" > > An upgrade of the tax images to the 2024 version will then be performed. In normal cases, this will happen automatically, but some control work should be expected to ensure that areas that have been revised by the Tax Administration remain correct after the upgrade. Additionally, any program enhancements in Period & Year for the new annual version may have some impact.\" #### Transition from/to deviating fiscal year There are different regulations related to the length of fiscal years in annual financial statements and tax returns/industry specifications. Even if the fiscal year of the entity exceeds 12 months, the industry specification cannot cover more than 12 months. This means that the entity, in such cases, must submit an industry specification even if an annual financial statement has not been established. View various examples at the Tax Administration here: [Avvikende regnskapsår -- Når må det sendes søknad til Skattedirektoratet?](https://www.skatteetaten.no/rettskilder/type/uttalelser/prinsipputtalelser/avvikende-regnskapsar--nar-ma-det-sendes-soknad-til-skattedirektoratet/) In Period & Year, fiscal years must be divided so that both necessary tax returns/industry specifications and annual financial statements can be prepared. When preparing annual financial statements, if desired, numerical information from different fiscal years can be combined in the presentation. Example from calendar year to deviating | Period | Type | |----------------------|---------------| | 01.01.2022 - 31.12.2022 | Calendar year | | 01.01.2023 - 28.02.2023 | Short year | | 01.03.2023 - 28.02.2024 | Deviating | Example from deviating to calendar year | Period | Type | |----------------------|---------------| | 01.10.2022 - 30.09.2023 | Deviating | | 01.10.2023 - 31.12.2023 | Short | | 01.01.2024 - 31.12.2024 | Calendar year | > [!NOTE] > When submitting the tax return for the short transition period, it is important to include an attachment under the category \'Change of fiscal year,\' so that the Tax Administration can differentiate between these and years of more ordinary length. > > ![](./img/DeviatingYearSubmissionAttachmenttype.JPG) Read more about [Deviating fiscal year.](/periodandyear/help/start-page/import/deviating-accounting-year) My accounting office /periodandyear/help/client/my-accounting-office section 2024-09-19T15:50:46+02:00 # My accounting office Admin users will find the group and user administration pages in the menu **My accounting office** in the client registry. Read more in the topics below: User administration /periodandyear/help/client/my-accounting-office/user-administration page 2024-09-19T15:50:46+02:00 # User administration The user administration page is split in two parts. The user list to the left and details about selected user to the right. If you have many users you can use the search field at the top of the page to find the user. ![](./img/UserAdmin.PNG) ## Create new user You can create a new user in Period & Year by clicking on the **Add user** button in the top right corner in the menu **My accounting office - User administration**. A dialogue will open and you can fill in user details such as Email, First name and Last name. When you click **Create** a welcome email will be sent to the user.

As an admin user you can:

  • Add and edit users

  • Administrate groups

  • Downgrade and upgrade client companies.

  • Reset client data (Settings - Reset data)

A new user that is added, will start without access to any clients. Access is given by adding the user in one or multiple groups. For each group you can specify read or write access to this groups clients. ## Group access for users Group access is given to a user by selecting a user on the left side to open the user information for the selected user. A user can be member of one or multiple groups. If a user doesn't belong to any group the client company page will be empty.

The group All clients contains all client companies in that accounting office.

You can choose which access level the user should have to the client companies in the selected group. - Read - Write ## Edit members in existing groups You can change access for a user in a group. You can also remove a user from a group by clicking Remove in the column **Actions** ![](./img/Editusergroup.png) ## Add a user in a group You can add a user in a group by typing the group name in the group search box to the right. You can add a user to multiple groups at the same time. You then choose which access level the user should have before you click the button **Add to group**. You can also remove a user from a group by clicking Remove in the column Action. Read more about [group administration.](/periodandyear/help/client/my-accounting-office/group-administration) ## Exclude access to specific clients It is possible to deny access to one or multiple client companies for a specific user. This applies to clients that the user have access to through group membership. By adding client companies to the denial access list the user will have no access to these clients and will not see these clients in the **Client companies** menu. Read more about [client companies.](/periodandyear/help/client/client-companies) Group administration /periodandyear/help/client/my-accounting-office/group-administration section 2024-09-19T15:50:46+02:00 # Group administration The group administration page can be found in the menu **My accounting office - Group administration** and is split in two parts. The list with groups is available to the left and details about the selected group to the right. Groups are used to manage which client companies different users should be able to access and with what access level. ![](./img/GroupAdministration.PNG) ## The group \'All clients\' Period & Year has ha default group called \'All clients\'. Every client that is created in the system will belong to this group. This is a default group which can't be deleted. If you only have need for simple access control, you will manage with this group, by giving users read or write access to the group.

You can change a users access level to this group from user or group administration.

## Add a new group You can create a new group by clicking on the **Add group** button in the top right corner in the menu **My accounting office -Group administration**. A dialogue will open and you can fill in group details such as a group name and a description of the group.

A group that is created will by default not have access to any clients. You can add client companies to the group from the client search box in the Clients tab.

Access to the group is given by adding users as members in the group. For each user you can select read or write access to the clients in this group. ## User access for a group User access is given to a user by selecting a group on the left side to open the group details for the selected group. On the right side you will see which users that have access to the group and read or write access for each user.

You can also give a user access to a group from the menu User administration.

## Edit existing user membership You can edit user access for members in the group by changing access level in the **Users** tab in Group details. You can also remove a user from the group by hovering over the row and click remove. ![](./img/Editgroups.PNG) ## Add user in a group You can add one or multiple users in a group by typing the users name in the search box to the right. Select access level and add the users to the group by clicking the **Add to group** button. Read more about [user administration.](/periodandyear/help/client/my-accounting-office/user-administration) Year end status /periodandyear/help/client/year-end-status page 2024-09-02T10:37:53+02:00 # Year end status **Year end status** gives you an overview of Altinn submissions. The list is based on information fetched from the Altinn portal and is shared within the accounting office. After logging in and updating status, persons and companies that you have access to in Altinn will be displayed in the overview. Submissions made with Period & Year and other systems will appear gathered in the list. You can search by company name or organization number/social security number at the top of the page. It is also possible to sort data by clicking on a column header.

You can download submissions and status to excel by clicking on the Download submissions to excel –button in the upper right corner.

Update status : 1. Click on **Update status**in the upper right corner. 2. Click **Next** and select task types and time filter. - Tax return - Annual report - Share holder statement

The time filter checks the date in the column 'Status updated' before updating any new status.

3. Click **Next** to log in to the id-portal and accept that client registry can read content in Altinn inbox and archive.

All persons and companies that you have access to in Altinn will be displayed in the overview. This means that you might see reportees that is no longer relevant. It can be changed in Altinn if needed.

4. Reportees and status on submissions will be updated and displayed in the overview. :

You can also update status on one reportee in the overview by clicking on the refresh icon on a specific row. In this case status for all reporting obligations will be updated.