About workbooks

To follow this practice in Visma Net, you can use the General ledger workbooks functionality. With this functionality, you can add batches of vouchers of a particular type, which means that you can separate vouchers by source or type. Each workbook will also have its own number series.

Voucher batches

In Visma Net, you add batches of vouchers (voucher batches) by using the General ledger workbooks. Each workbook supports a particular type of vouchers that you can enter in this workbook. In the workbook, you create a voucher batch, to which you then add all required vouchers. When the vouchers are added, you release the batch, which releases all vouchers included in the batch. Vouchers within each batch get a unique voucher number and the batches will get a unique voucher batch number.

Easy navigation

Visma Net has many windows and often you need to switch between different workspaces in order to complete a task. When you use the workbooks you will have the same starting point no matter which voucher type you want to register. This makes it easy to navigate to the correct window and you can complete your task faster.

Simplified window layouts

Many of the windows in Visma Net are very complex and contain many tabs and fields, which can be time-consuming and complicated to use. With the workbooks functionality you can use a simplified window layout with less tabs and fields, which makes it much faster and easier to enter your vouchers.

Voucher default values

To even more improve efficiency it is possible to setup default values on a workbook. The values available depends on the workspace you have selected when you created your workbook. If you, for example, have selected the Customer ledger workspace, you can set a default customer, location and a description. These fields will then be pre-filled in the voucher window.

Preconfigured workbooks

In Visma Net we have preconfigured workbooks for general ledger transactions and expense and income payments. If you want to add more workbooks you can create new ones in the Workbooks (GL307000) window.