Settings

You can import accounting data into Period & Year by clicking on the button Import accounting data on the start page, or on the page Settings - Settings.

This page also shows you the status of the import. When an import is complete, you will see this in the column Status in the grid.

Financial years

On the Financial years page, all existing financial years for the customer are displayed. Here, you can create, edit and delete financial years.

The financial years are created automatically when you import the accounting data.

You can edit the start and end date of a financial year by selecting Edit. This can be useful for example when the financial year is changed in the ERP system or if the company is to be liquidated.

• Start date can be changed for the first financial year

• End date can be changed for the last financial year

• If you have only one year you can edit both the start and end date, but not at the same time

If you want to delete a financial year, select Delete. When deleting a financial year all data connected to that year will be removed. You can only delete the last year.

Reset accounting data

If you need to reset the accounting data, you can do that here. This enables you to experiment and try the different functions of the service freely, and then easily restore the company to the original version without having to set up the company again. When you reset the data all accounting data is deleted and you need to import the original data again from desired import source, such as eAccounting, a SIE4 file or a SAF-T file. Manually added data, for example journal entries, checks or appendices, will be permanently deleted.

To reset the data click the button Reset. The status can be seen in the grid. Once the resetting of the data is complete, you can import the original data again.

Import year-end data from previous year

When you start a new year-end closing period, relevant information in Information and tax, Tax forms and Annual report will automatically be imported to the new year.

This mainly concerns the outgoing values that are needed for the coming year and relevant information that is reused from the previous year.

You can check that the import is complete by clicking on Activity Log in the left menu to see that it has status done.

If the period has already been started, you can select Import year-end data from previous year, Period & Year and click on the Import button to import relevant information.

Import year end data from other systems

You can import year-end closing data from other systems to Period & Year. This mainly concerns the outgoing values that are needed for the coming year and relevant information that is reused from the previous year. Read more about Import of historical data on new clients.

Information from the following tax forms/additional information is imported. Any manually registered data in Period & Year will be overwritten.

• RF-1028 - Specification of housing and housing units in housing associations, Forward losses (Limited companies)

• RF-1084 - Taxable depreciations (Sole proprietorships and limited companies)

• RF-1098 - Property (Limited companies)

• RF-1016 - Forest property (Limited companies)

• RF-1167 - Goods, Account receivables, Auditor, Accounting office (Sole proprietorships and limited companies)

• RF-1175 - Goods, Account receivables, Auditor, client information/Primary industries, Business income distribution (Sole proprietorships)

• RF-1122 - Accommodations- and restaurants (Sole proprietorships and limited companies)

• RF-1124 - Personal income (Sole proprietorships)

• RF-1125 - Use of car (Sole proprietorships and limited companies)

• RF-1151 - Power plant owner – summary for all power plants (Limited companies)

• RF-1152 - Specific fixed assets in power generation facilities – depreciations and upgrades (Limited companies)

• RF-1153 -Taxation of hydropower plants (Limited companies)

• RF-1177 - Forestry information and timber account (Sole proprietorships)

• RF-1206 - Group contribution (limited companies)

• RF-1217 - Specification of differences between accounting and tax values (Sole proprietorships and limited companies)

• RF-1219 - Profit-/loss account (Sole proprietorships and limited companies)

• RF-1223 - Taxi and cargo transport businesses (Sole proprietorships and limited companies)

• RF-1359 - Financial products (Limited companies)

• Fixed asset register - (Sole proprietorships and limited companies)

• Shareholder register - Share classes, shareholders, number of shares and face value (if the shareholder register in Period & Year has not been used before.)

• Housing - Housing information (Condominium flat owner and Housing cooperative)

To import data, go to Settings - Import data - Import year-end data from previous year. Read more about Import of historical data on new clients.

Visma Finale

1. Import Accounting data. Read more about Import accounting data.
2. From the start page, start the year-end closing period you want to import to.
3. Go to Settings - Import data - Import year-end data from previous year.
4. Select source Visma Finale.
5. Click on the button to select Visma Finale Backup file for import.

   The name of the file is on the form ‘EXPnnnnn.ZIP’, where nnnnn is the number of the client in Visma Finale Årsoppgjør. The file is located in the destination folder for the backup files.

6. Click on the button Import to start the import.

   You can check that the import is complete by clicking on Activity Log in the left menu to see that it has status done.

7. After completed import, year-end data from Visma Finale will be available in Information and tax.

Read more about Information and tax for impersonal company category / Information and tax for personal company category / Information and tax for particiapant taxed company category.

Visma Total

1. Import Accounting data. Read more about Import accounting data.
2. From the start page, start the year-end closing period you want to import to.
3. Go to Settings - Import data - Import year-end data from previous year.
4. Select source Visma Total.
5. Click on the button to select Visma Total common file for conversion.

   The name on the file is ‘fellesdata21.twd21’ for import to year-end closing 2022.

   The Visma Total files are located in the client folder of the current client you want to convert. If you are unsure where Visma Total is installed on your machine, you can right-click on the client in the client register and select “Explorer”. You will then automatically be navigated to the correct installation area for the client folder to see where the current files are located.

6. Click on the button to select Visma Total client file for import.

   The name of the file is ’totas21.twd21’ or ’totpn21.twd21’ for conversion to year-end closing 2022.

7. Click on the button Import to start the import.

   You can check that the import is complete by clicking on Activity Log in the left menu to see that it has status done.

8. After completed import, year-end data from Visma Total will be available in Information and tax.

Read more about Information and tax for impersonal company category / Information and tax for personal company category / Information and tax for particiapant taxed company category.

Altinn

1. Import Accounting data. Read more about Import accounting data.
2. From the start page, start the year-end closing period you want to import to.
3. Go to Settings - Import data - Import year-end data from previous year.
4. Select source Altinn.
5. Click on the button Set to setup your Altinn credentials.
6. Click OK
7. Click Search Altinn archive.

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

8. Select submissions to import and click Import.
9. After completed import year-end data from Altinn will be available in Information and tax.

Read more about Information and tax for impersonal company category / Information and tax for personal company category / Information and tax for particiapant taxed company category.