Suppliers
/visma-net-erp/help/supplier-ledger/suppliers
section
2026-02-19T17:09:06+01:00
# Suppliers
Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point.
About supplier defaults and overrides
/visma-net-erp/help/supplier-ledger/suppliers/about-supplier-defaults-and-overrides
page
With Visma Net, you can easily create suppliers by using the default values provided by supplier classes and then effectively use supplier default values to fill in appropriate supplier information on purchase orders and payments.
2026-02-19T17:09:06+01:00
# About supplier defaults and overrides
With Visma Net, you can easily create suppliers by using the default values provided by supplier classes and then effectively use supplier default values to fill in appropriate supplier information on purchase orders and payments.
## Introduction
## Supplier classes and the default supplier class
Supplier classes streamline data entry by automatically providing default values when creating suppliers within a specific class.
Organise suppliers into classes based on the goods or services they provide or other characteristics.
Initially, create a supplier class containing the largest number of suppliers with the most common values. Designate this class as the default supplier class in the [Supplier ledger preferences (AP101000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-ledger-preferences-ap101000/) window. This will save time when generating new supplier classes, as they will automatically populate with values from the default supplier class, reducing manual data entry.
When you create a new supplier, it is automatically assigned to the **Default** supplier class. In most cases, you won't need to select a different supplier class.
+ A supplier class requires only a class ID and description. You can choose additional elements for each class as needed.
+ Payment terms, currency, rate type, country, VAT zone, specific general ledger accounts and subaccounts, a default cash account,and payment method can be set for the class.
+ Choose a foreign currency as the default currency for a supplier class only if most suppliers in that class use it.
+ If all suppliers in a class use the same currency, disable currency overriding on supplier documents to reduce input errors.
+ If some suppliers may use a non-default currency and rate type on individual documents, allow currency overriding for suppliers in the class.
+ When creating a new supplier in the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window, the default values are those specified for the default supplier class.
+ If a new supplier should be assigned to a more specific class, select the appropriate class to change the default values.
+ Any value can be overridden to make it specific to the supplier. However, if many values need to be overridden similarly for multiple suppliers, consider creating a new supplier class.
## Supplier locations
A supplier may have multiple locations, each with unique settings. You can add, edit, and view these locations in the [Supplier locations (AP303010)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-locations-ap303010/) window. These locations provide essential supplier information that can be utilised as defaults for purchase orders and supplier payments:
+ Supplier ledger and expense accounts and appropriate subaccounts
+ Payment settings and remittance information
+ Purchasing and shipping-related information
+ VAT-related information
The **main** location is automatically created when you enter the supplier's primary address and contact information in the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window. The main location always has **MAIN** as its ID, which cannot be modified.
Once the main location is created, it is automatically listed and marked as the default
location on the **Locations** tab of the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
If
additional locations have been added to the supplier, you can set another
location as the default location: select the location, and click **Set as default**
in the table toolbar.
The purchase and payment settings specified for the default location are also displayed,
respectively, on the **Purchase settings** and **Payment settings** tabs of
the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
Updating the elements on those tabs also
updates appropriate information for the default location in the [Supplier locations (AP303010)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-locations-ap303010/)
window.
The default location settings are used to populate elements when creating a new location. For a new location, you can make the following selections:
+ To use the same address and contact information as were specified for the main location, or to enter new information.
+ To use the purchase and payment settings and general ledger accounts of the default location, or to specify different ones.
## Use of location defaults
When creating a new purchase order, invoice, or payment, you need to first select the supplier.
+ After choosing the supplier, some fields in the window will automatically populate with the supplier's default values, such as the default location and its related purchase or payment settings.
+ A supplier location's settings contain information like payment method, cash account, VAT zone, VAT registration, shipping settings, and supplier ledger and expense accounts along with their respective subaccounts.
+ If you pick a location other than the default, the values will update to match the chosen location, and you can modify these values if needed.
+ When printing payments, the system utilises remittance information and payment settings from the document.
+ By using supplier defaults to populate elements, data entry becomes more efficient and time-saving due to the automatic application of these default settings.
Related pages
Tasks
Create a supplier
/visma-net-erp/help/supplier-ledger/suppliers/create-a-supplier
section
2026-02-19T17:09:06+01:00
# Create a supplier
## Before you start
To make it easier to create suppliers, you can first create supplier classes and select one as your default. This way the suppliers you create afterwards will already have some default information filled in. See [Create a supplier class](/visma-net-erp/help/supplier-ledger/suppliers/create-a-supplier-class/). To set a supplier class as default, see [Set a supplier class as default](/visma-net-erp/help/supplier-ledger/suppliers/set-a-supplier-class-as-default/).
If you do not want to use the default supplier class for the supplier you are creating, you can select a different one on the **General settings** tab, in the section **Financial settings. Visma Net immediately changes the related information.**
1. Go to the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
1. Click  to create a new supplier, and enter the **supplier name**. The next available **supplier number** is automatically added to the new supplier when you save. The default **status** for the new supplier is **active**.
1. [Add information](/visma-net-erp/help/supplier-ledger/suppliers/add-general-information-for-a-supplier/) on the **General settings** tab.
1. [Add information](/visma-net-erp/help/supplier-ledger/suppliers/add-payment-settings-for-a-supplier/) on the **Payment settings** tab.
1. On the **Purchase settings** tab, in the **Default location settings** section, check that the **VAT zone** is correct.
1. Fill in the **corporate ID**.
1. Fill in the **VAT registration ID**. Some countries may use only one of the above, either the corporate ID or the VAT registration ID.
1. On the **General ledger accounts** tab, check or select the GL accounts / subaccounts you want to use for the general ledger transactions for the customer.
1. Click .
Create a customer from a supplier
/visma-net-erp/help/supplier-ledger/suppliers/create-a-customer-from-a-supplier
page
You can create a customer from supplier with just a few steps.
2026-02-19T17:09:06+01:00
# Create a customer from a supplier
You can create a customer from supplier with just a few steps.
1. Go to the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
1. Open the supplier you want to copy to a customer.
1. Click **Actions** - **Extend to customer**. The system will take you to the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window in the customer ledger with appropriate elements filled in.
1. Check the values and click **Save**.
Add general information for a supplier
/visma-net-erp/help/supplier-ledger/suppliers/add-general-information-for-a-supplier
section
2026-02-19T17:09:06+01:00
# Add general information for a supplier
## Before you start
[Create a supplier (AP303000)](/visma-net-erp/help/supplier-ledger/suppliers/create-a-supplier/)
In some of the steps in this procedure, you only have to check that the information is correct for the supplier you are creating.
1. Go to the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
1. Click the **General settings** tab.
1. In the **Financial settings** section, select the **supplier class**.
1. In the **Main contact** section, fill in the **Attention**, **Email**, and **Phone** fields.
1. In the **Main address** section, add the address information.
1. Select the **terms** for the supplier class.
1. Select the **currency ID** and the other currency settings.
1. Optional: You can set a default action for this supplier in the Invoice inbox. Select one of the following actions:
1. Click .
## What is next?
[Add payment settings for a supplier (AP303000)](/visma-net-erp/help/supplier-ledger/suppliers/add-payment-settings-for-a-supplier/)
Add payment settings for a supplier
/visma-net-erp/help/supplier-ledger/suppliers/add-payment-settings-for-a-supplier
section
2026-02-19T17:09:06+01:00
# Add payment settings for a supplier
## Before you start
[Create a supplier](/visma-net-erp/help/supplier-ledger/suppliers/create-a-supplier/)
[Add general information for a supplier](/visma-net-erp/help/supplier-ledger/suppliers/add-general-information-for-a-supplier/)
In some of the steps in this procedure, you only have to check that the information is correct for the supplier you are creating.
1. Go to the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
Click the **Payment settings** tab.
1. In the **Payment method** field, select a payment method.
1. In the **Cash account** field, select a bank account. This is the general ledger account you will use to pay the supplier.
1. In the field **Account used for payments**, select the account type. Use the right payment settings for suppliers, whether it is a domestic or an international supplier, together with the correct payment method. If you select **BBAN**, you just need to fill out the bank account number. If you select **IBAN**, fill out the whole IBAN number. In Swedish versions, you can also select **Bankgiro** and **Postgiro**.
1. In the **Default payment ref. no**. field, you can register a payment reference number per customer, to be used on all supplier invoices. This is handy, for example, if you have recurring invoices. If you enter a number in this field, you can see the same reference number in the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) window, in the field **Payment. ref. no**.
1. In the **Payment instructions** box, double-click in the **Value** column to enter the supplier's account number. For some payment methods, the **Payment instructions** box is not active.
1. Click .
Override Send to Approval as the default action for one supplier
/visma-net-erp/help/supplier-ledger/suppliers/override-send-to-approval-as-the-default-action-for-one-supplier
section
2026-02-19T17:09:06+01:00
# Override Send to Approval as the default action for one supplier
## Before you start
To handle large amounts of invoices more efficiently, you can send all invoices to Approval as a default action.
If nothing is selected in the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window, the system will use the Approval license to define the default action for this specific supplier.
+ If Approval is activated, the default action is **Send to Approval**. For Sweden, if also the pre-booking functionality is activated in Approval, the default action is **Pre-book and Send to Approval**.
+ If Approval is not activated, the default action is **Release**.
You can override these actions defined by the license for one specific supplier, by following the instructions below.
1. Go to the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
1. Go to the **General settings** tab.
1. Find the **Invoice import settings** section.
1. In the **Default action for invoice inbox** drop-down list, select **Send to Approval**. You can also set **Hold** or **Release** as a default actions here.
1. Click .
## What is next?
You can also override this default action for all suppliers: [Override Send to Approval as the default action](/visma-net-erp/help/supplier-ledger/process-purchase-invoices/override-send-to-approval-as-the-default-action/).
Create a supplier class
/visma-net-erp/help/supplier-ledger/suppliers/create-a-supplier-class
section
2026-02-19T17:09:06+01:00
# Create a supplier class
1. Go to the [Supplier classes (AP201000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-classes-ap201000/) window.
1. Click .
1. Enter the next available **class ID**. If you are unsure of the next available ID, click  to open the **Select - Class ID** window.
The fields marked with \* are mandatory.
1. In the **Description** field, enter the name or description of your new supplier class.
1. Add all additional information for this specific supplier class. Start on the **General settings** tab, and continue.
1. Click .
Set a supplier class as default
/visma-net-erp/help/supplier-ledger/suppliers/set-a-supplier-class-as-default
section
2026-02-19T17:09:06+01:00
# Set a supplier class as default
1. Go to the [Supplier ledger preferences (AP101000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-ledger-preferences-ap101000/) window.
1. Under the **Data entry settings** section in the **Default supplier class ID** field, click  to select the supplier class you want to set as default.
1. Click .
> [!NOTE]
> If you want to make changes to the default supplier class, go to the [Supplier classes (AP201000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-classes-ap201000/) window, select the default class, make your changes, and click .
Change the VAT zone for a supplier class
/visma-net-erp/help/supplier-ledger/suppliers/change-the-vat-zone-for-a-supplier-class
section
2026-02-19T17:09:06+01:00
# Change the VAT zone for a supplier class
1. Go to the [Supplier classes (AP201000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-classes-ap201000/) window.
1. Select the **Class ID** for the class you want to change the VAT zone for.
1. On the **General settings** tab, locate the **Default general settings** section.
1. In the **VAT zone ID** field, select the VAT zone you want to use for the current supplier class.
1. Click .
You can override the VAT zone for a specific supplier at any time, even if you have already set a zone for an entire class. To do this, go to the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window and click on the **Purchase settings** tab. From there, select the desired VAT zone for the specific supplier.
Enable supplementary VAT reports
/visma-net-erp/help/supplier-ledger/suppliers/enable-supplementary-vat-reports
section
2026-02-19T17:09:06+01:00
# Enable supplementary VAT reports
1. Go to the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
1. In the **Supplier no.** field, click  to select a tax agency.
1. Click the **Tax agency settings** tab that is now activated.
1. Under the **VAT report settings** section, select the **Update closed VAT periods** check box. For Dutch users, this check box is selected by default.
1. In the **Supplementary VAT amount** field, enter an amount. For Dutch users, this field is set up with 1000 as default value.
1. Click .
## What is next?
[Prepare a supplementary VAT report](/visma-net-erp/help/vat/manage-vat-reports/prepare-a-supplementary-year-based-vat-report/)
Related pages
Concepts
Tasks
Windows
Activate RF-1301 reporting for a supplier
/visma-net-erp/help/supplier-ledger/suppliers/activate-rf-1301-reporting-for-a-supplier
section
2026-02-19T17:09:06+01:00
# Activate RF-1301 reporting for a supplier
1. Go to the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
1. Select a supplier or enter a new one.
1. On the **General settings** tab, in the **Supplier properties** area, select the **RF-1301** check box. If this is a new supplier, a reminder is displayed, to tell you that you have to enter a corporate ID or national insurance number for the supplier. You will also see that the tab **RF-1301 filter** is added to the **[Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/)** window.
1. Click the **Purchase settings** tab and enter a corporate ID or national insurance number for the supplier. If you enter both, Corporate ID will be the default value.
1. Click the **RF-1301 filters** tab.
1. Click  to add one or more date filters. If you enter a filter, Visma Net includes the suppliers with purchase invoices dated within the dates you have given. You can also have open start or open end filters.
1. Click .
> [!NOTE]
> You can also make a supplier class for the RF-1301 suppliers that you have. See [Create a supplier class](/visma-net-erp/help/supplier-ledger/suppliers/create-a-supplier-class/).
View supplier balances
/visma-net-erp/help/supplier-ledger/suppliers/view-supplier-balances
page
In this topic
2026-02-19T17:09:06+01:00
# View supplier balances
In this topic
## In this topic
You can use multiple reports to view supplier balances. This topic describes how to use the following reports and windows:
+ [Balance by supplier (AP63250S)](/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/balance-by-supplier-ap63250s/) report
+ [Balance by supplier (currency) (AP63300S)](/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/balance-by-supplier-currency-ap63300s/) report
+ [Supplier summary (AP401000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-summary-ap401000/) window
## Run the Balance by supplier report
1. Go to the [Balance by supplier (AP63250S)](/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/balance-by-supplier-ap63250s/).
1. On the **Report parameters** tab, in the **Report format** field, select one of the following options:
+ **Account summary**
To display the balance by supplier account.
+ **Open documents**: To view all documents with the **Open** status.
+ **Open + Current period**: To view all documents with the **Open** status, as well as documents of the current period regardless of their status.
+ **All documents (supplier required)**: To view all the documents of a specific supplier. If you select this option, you must specify a supplier.
1. Select the branch for which you want to view supplier balances.
1. Select the financial period whose date you want to view.
1. To view applied documents, select the **Include applications** check box.
1. Optional: Select a supplier by its ID, or leave the **Supplier no.** field blank to display information on all suppliers. For the **All documents** report format, you must select a supplier.
1. Click **Run report**. The report lists the supplier balance for each account related to the supplier. All the amounts are displayed in the base currency.
## Run the Balance by supplier (currency) report
1. Go to the [Balance by supplier (currency) (AP63300S)](/visma-net-erp/help/supplier-ledger/supplier-ledger-reports/balance-by-supplier-currency-ap63300s/) report.
1. In the **Report format** field, select one of the following options:
+ **Account summary**
To display the balance by supplier account.
+ **Open documents**: To view all documents with the **Open** status.
+ **Open + Current period**: To view all documents with the **Open** status, as well as documents of the current period regardless of their status.
+ **All documents (supplier required)**: To view all the documents of a specific supplier. If you select this option, you must select a supplier.
1. Select the financial period you want to run the report for.
1. To view applied documents, select the **Include applications** check box.
1. Optional: Select a supplier, or leave the **Supplier** field blank to display information on all suppliers. For the **All documents** report format, you must select a supplier.
1. Click **Run report**. The report lists the supplier balances in each of the currencies used (including the base currency) for each account related to the supplier.
## Use the Supplier summary window
1. Go to the [Supplier summary (AP401000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-summary-ap401000/) window.
1. In the **Branch** field, select the branch for which you want to view the data.
1. Optional: In the **Period** field, select a financial period. If do not select any period, information about all open periods is displayed in the table.
1. Optional: Select a supplier class. If you leave the **Supplier class** field blank, information about suppliers of all classes is displayed in the table.
1. Optional: Select a currency. If the **Currency** field is blank, the data is displayed for all currencies.
1. Optional: If you left the **Currency** field blank, select the **Split by currency** check box to view balances in each currency separately.
1. Optional: Select a supplier account. If you leave the **Supplier account** field left, information on all accounts is displayed.
1. Optional: Select the corresponding supplier subaccount for the Supplier ledger account.
1. Select the **Suppliers with balance only** check box to view suppliers with non-zero balances, or clear the check box to view all suppliers.
1. In the table, view suppliers' outstanding balances and other information that matches the criteria you specified in the top part.
Set up mailings for suppliers
/visma-net-erp/help/supplier-ledger/suppliers/set-up-mailings-for-suppliers
section
In Visma Net, the functionality that enables the sending of documents of a specific type by email or by postal mail is referred to as a mailing.
2026-02-19T17:09:06+01:00
# Set up mailings for suppliers
In Visma Net, the functionality that enables the sending of documents of a specific type by email or by postal mail is referred to as a mailing.
In Visma Net, the functionality that enables the sending of documents of a specific type by
email or by postal mail is referred to as a **mailing**.
You can configure
mailing of documents to suppliers willing to receive paper documents or sending by
email to those who are willing to receive electronic versions of documents.
To set up such mailings, follow the steps outlined in the following sections.
## Before you begin
As a first step, navigate to the [Purchase orders preferences (PO101000)](/visma-net-erp/help/purchases/purchases-windows/purchase-order-preferences-po101000/) window, and click the **Mailing settings** tab.
In the **Default sources** area,
make sure that the **Active** check box for the
PURCHASE ORDER mailing is selected.
## Define mailing settings for a supplier class
You can facilitate the process of setting up sending of electronic purchase orders to
suppliers by using the mailing settings of supplier classes as the default settings for
suppliers of the respective classes. If suppliers of the class are shared among multiple
branches of your company, you can set up the mailing of orders differently for
different branches.
Also, you can configure emails to be sent to authorised
employees of your company branches about orders of particular supplier classes.
To set up the mailing for a supplier class, perform the following steps:
1. Go to the [Supplier classes (AP201000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-classes-ap201000/) window.
1. On the **General settings** tab, select the **Send orders by email** check box.
1. On the **Mailing settings** tab, in the **Mailings** area, do the following:
1. Select the **Active** check boxes for the mailings you want to use.
1. For this mailing, specify a default report or template. If needed, select a custom report or another email template to be used for email generation.
1. In the **Recipients** area, take the following steps in defining the types of recipients for the supplier class:
1. Click .
1. In the **Contact type** field, specify the default contact type for suppliers of the class. Make sure this contact type, too, is active. Mailing settings for the supplier class serve as the default settings for suppliers of the class but can be overridden by the settings for particular suppliers.
1. Optional: If an employee in your company should receive the emails that will be sent to suppliers of this class, click  to add a new row. In the **Contact type** field, select **Employee**. In the **Contact ID** field, select the particular employee. Make sure this contact is active by selecting the **Active** check box for this row.
## Define mailing settings for a particular supplier
You can set up sending specific documents by email to particular suppliers and
employees who work with these suppliers.
To do this, perform the following steps:
1. Go to the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
1. On the **Purchase settings** tab, make sure the **Send orders by email** check box is selected.
1. On the **Mailing settings** tab, in the **Mailings** area, do the following:
1. Make sure the mailings which you want to use are active.
1. Specify the default report or the default template. If needed, select a custom report or another template.
1. In the **Recipients** area, review the list of default contact types to receive emails, and add more contacts if needed, taking the following steps for each contact:
1. In the **Contact type** field, specify the type of contact to receive the mailing. (This can be an employee of your company or a supplier contact.)
1. In the **Contact ID** field, select the particular contact of the type.
1. Choose the format of the email (if a report is used) for this particular recipient.
1. Make sure the contact for mailing is active.
1. Specify whether the contact should receive a blind copy (bcc) of the emails that will be generated for this mailing.
Track payments to suppliers
/visma-net-erp/help/supplier-ledger/suppliers/track-payments-to-suppliers
page
To easily view a supplier's payment history, use the following windows:
2026-02-19T17:09:06+01:00
# Track payments to suppliers
To easily view a supplier's payment history, use the following windows:
## Introduction
+ [Purchase Invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/): To verify if the invoice is paid and see the payment documents
+ [Supplier details (AP402000):](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-details-ap402000/) To view all payments to a supplier
+ [Approve invoices (Approval) (AP50200S)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/approve-invoices-approval-ap50200s/) To see whether an invoice has been approved for payment
## Check whether an invoice has been paid
1. Go to the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) window.
1. In the **Type** field of the top part, select **Purchase invoice**.
1. In the **Reference no.** field, select the invoice whose payments you want to check.
1. Check whether the invoice has been paid as follows:
+ In the **Balance** field, look at the amount to be paid for the invoice. If the amount is zero, the invoice has been paid in full.
+ On the **Applications** tab, view all payments that have been applied to the invoice.
## View all payments to a supplier
1. Go to the [Supplier details (AP402000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-details-ap402000/) window.
1. In the **Branch** field of the top part, select the branch for which you want to view prepayments.
1. In the **Supplier** field, select the supplier.
1. In the **Period** field, select the financial period for which the payments will be displayed, or leave the field blank to view all payments.
1. Optional: Select the **Include unreleased documents** check box to include the unreleased documents.
1. Optional: Select the **Show all documents** check box to show all documents regardless of their status.
1. Check the payments to the supplier as follows:
+ In the table, view the list of payments that match the selected criteria.
+ In the **Balance by documents** field of the top part,check the total amount of payments to the supplier, based on the criteria you have selected.
+ In the **Current balance** field, look at the total amount of payments to the supplier, as retrieved from the supplier ledger account history records stored in the database.
## See whether an invoice has been approved for payment
1. Go to the [Approve invoices (Approval) (AP50200S)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/approve-invoices-approval-ap50200s/) window.
1. In the **Selection date** field of the top part, specify the approval date.
By default, the system uses the current business date.
1. Select the supplier whose invoices you want to check.
1. Optional: In the top part, specify other filtering criteria to narrow the search results.
1. In the table, look for invoices with the **Open** status that meet the selected criteria. If an invoice is approved for payment, the check box in the unlabelled column will be selected, and the payment's payment date will be visible in the **Payment date** field.
Set the financial period end date for the VAT period
/visma-net-erp/help/supplier-ledger/suppliers/set-the-financial-period-end-date-for-the-vat-period
section
With this setting, the end date of the period of the document will be used for VAT calculation.
2026-02-19T17:09:06+01:00
# Set the financial period end date for the VAT period
With this setting, the end date of the period of the document will be used for VAT calculation.
## Introduction
With this setting, the end date of the period of the document will be used for VAT calculation. Then the VAT will always follow the posted period end date, and the document date will not affect the VAT reporting period.
1. Go to the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
1. In the **Supplier no.** field, select a tax agency. The **Tax agency settings** tab appears.
1. On the **Tax agency settings** tab under the **VAT report settings** section, select the **Use the financial period's end date as VAT period, and not the document date** check box.
1. Click . **Note**: If you do not select this check box, the document date will be used for VAT calculation.
Close a financial period in Supplier ledger
/visma-net-erp/help/supplier-ledger/suppliers/close-a-financial-period-in-supplier-ledger
page
You can only close a financial period if there are no open documents (that is, documents with the On hold or Balanced status) to be posted to it.
2026-02-19T17:09:06+01:00
# Close a financial period in Supplier ledger
You can only close a financial period if there are no open documents (that is, documents with the On hold or Balanced status) to be posted to it.
## Introduction
In Visma Net, transactions cannot be posted to closed financial periods unless the **Allow posting to closed periods** check box in the [General ledger preferences (GL102000)](/visma-net-erp/help/general-ledger/general-ledger-windows/general-ledger-preferences-gl102000/) window is selected.
## Before you proceed
You might need to take the following steps before you close a financial period in the Supplier ledger:
1. Make sure all the appropriate recurring documents are generated and recurring transactions are posted in the period to be closed.
1. Make sure there are no open documents in the period to be closed. Use the following steps to review open documents in the Supplier ledger workspace:
1. Go to the [Close financial periods (AP506000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/close-financial-periods-ap506000/) window.
1. In the table, select the unlabelled check boxes to specify the financial periods for which you want to review open documents.
To select all the displayed active periods for closing, click the unlabelled check box in the header row.
1. Click **Unreleased documents**. The system displays the **Unreleased supplier ledger documents** report.
1. Review the report to find open documents to be posted in the specified period.
## Close a financial period in Supplier ledger
1. Go to the [Close financial periods (AP506000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/close-financial-periods-ap506000/) window.
1. In the table, select the unlabelled check boxes to specify the financial periods you want to close.
To select all the displayed active periods for closing, click the unlabelled check box in the header row.
1. Click **Close periods**.
Related pages
Windows