Visma Software Nordic Documentation logo
Products
Admin
Business NXT API
Expense
OneStop Reporting
Period & Year
Visma Employee App
Visma Manager App
Visma Net API
Visma Net ERP
Visma.net AutoReport
Approval
English
Visma Net ERP
Getting started
Personalise the presentation of data
About personal settings of the appearance
About creating temporary or reusable filters
Add a reusable filter
Modify a reusable filter
Display or hide table columns
Configure a temporary filter on a report window
Create, remove and schedule a report template
Use system-wide actions
Import data from a local file to a table
Attach a file to a record
Attach a file to a record detail
Attach a note to a record
Attach a note to a record detail
Configure your email account
Using reports
Run a report
Create a report with filters
Configure a filter in a report window
Use additional sort and filters on reports
Use report templates
Create a report template
Change report font
Using tables
About the table toolbar
About the adjusting table layout
Hide or display table columns
Adjust column widths
Change the order of columns
Filter the data in a table
Import data from a local file to a table
Widget dialog boxes
Add widget dialog box for chart widgets
Add widget dialog box for data table widgets
Add widget dialog box for Power BI tile widgets
Add widget dialog box for scorecard KPI widgets
Add widget dialog box for trend card KPI widgets
Reusable filter settings dialog box
Assisted setup
Assisted setup
Data imports
Email
Forms
Subaccounts
Help
Access management
User security
About role-based access
About access rights for roles
About levels of access rights
Access rights level for user accounts with multiple roles
Configure access rights for a selected user role
Configure access rights to system objects
Configure access rights for Excel export
Reset access rights to a suite or a module
User security windows
Access history (SM201045)
Access rights by role (SM201025)
Access rights by window (SM201020)
User roles (SM201005)
User types (EP202500)
Users (SM201010)
User security reports
Access rights by role (SM65150S)
Access rights by window (SM65170S)
Audit inquiry (SM20503S)
Role list (SM65100S)
User list (SM65050S)
About user access rights
Row-level security
About restriction groups in Visma.net ERP
About types of restriction groups
About practical scenarios with Restriction groups
Manage visibility with restriction groups
About account and subaccount security
About security of cash accounts
About security of general ledger budget articles
About warehouse security
About item security
About security of organisation branches
About customer security
About supplier security
Configure restriction groups
About preparation for configuration
About operations with restriction groups
Row-level security windows
Customer access (AR102000)
Email account access (SM201050)
General ledger account access (GL104000)
General ledger accounts by branch access (GL103040)
Budget access (GL105030)
Item access (IN103000)
Project access (PM102000)
Restricted entities (SM201040)
Restriction groups (SM201030)
Restriction groups by branch (GL103020)
Restriction groups by budget article (GL105020)
Restriction groups by customer (AR102010)
Restriction groups by general ledger account (GL104020)
Restriction groups by item (IN103020)
Restriction groups by item class (IN103010)
Restriction groups by project (PM102010)
Restriction groups by sub segment (GL104040)
Restriction groups by subaccount (GL104030)
Restriction groups by user (SM201035)
Restriction groups by warehouse (IN102010)
Subaccounts by branch access (GL103060)
Warehouse access (IN102000)
Work processes
AutoPay
Get started with AutoPay
The basic incoming payment process for AutoPay
The basic outgoing payment process for AutoPay
The basic account statements process for AutoPay
The advanced outgoing payment process for AutoPay
Use the Basic payment processing for AutoPay
Use Advanced payment processing for AutoPay
Add a creditor identifier to a branch
Get payment info from AutoPay
Handle errors in AutoPay payments
Handle error messages for outgoing payments via the AutoPay inbox
Process incoming payments in the AutoPay inbox
Process outgoing payments manually via the AutoPay inbox
Process statements manually via the AutoPay inbox
Set up automatic processing of AutoPay messages from the AutoPay inbox
Validate manually incoming payments and statements with error
Upload bank statements (AP50550S)
B2C
Activate and use B2C AutoInvoice service
Settings in AutoInvoice settings
Settings in Customer ledger preferences
Settings in Customers
Check agreements
Send invoice to AutoInvoice
Agreement capture
Enter contact information for RF-1301
Claim ROT and RUT deduction
Configure and apply overdue charges
Customer discounts
Customer refunds via AutoPay
Direct debit
Get started with direct debit
Direct debit payment process
Send direct debit invoices (AR50850S)
Send direct debit invoices
Send a text file to your bank
Get started with dunning letters
Order to cash
Prepare for invoice emailing
Purchase to Pay
Approve purchase documents
Pay purchase documents
Create a purchase invoice
Reconcile general ledger
Reconcile statements
Supplier discounts
Prepare and release an RF-1301 report
The year-end process
Common settings
Overview of the functionalities
About multiple numbering series
About input validation options
About input masks
About attributes
About ID segmentation
ig-window-toolbar-con
Enable or disable functionalites
About enabling functionalities
Enable/disable functionalities (CS100000)
Activate pre-booking of invoices
Enable or disable customer discounts
Enable or disable supplier discounts
Enable or disable manual VAT entry mode
Enable or disable dunning letter management
Enable or disable overdue charges
Countries/counties/postcodes
About Countries/counties/postcodes (CS20400S)
Define an EU country as an Intrastat country
Payment terms
Configure multiple-instalment payment terms
Configure single-instalment payment terms
Contacts
Create a new contact
Change a contact
Connect a contact to a company
Copy one contact to several customers or suppliers
Delete customer contact
Common settings windows
Common settings windows - overview
Attributes (CS205000)
Countries/counties/postcodes (CS20400S)
Industry codes (CS20100S)
Number series (CS201010)
Payment terms (CS206500)
Postcodes (CS20401S)
Publish customised reports and inquiries (CS10301S)
Import updates from templates (CS10302S)
Segment values (CS203000)
Segment keys (CS202000)
Units of measure (CS203100)
Activity (CR306010)
Contacts (CR302000)
Send (CR306015)
Task (CR306020)
Event (CR306030)
Shortcut keys in Visma Net
Administration and customisation of appearance
About customising the appearance
Add and configure a workspace
Add a link to a workspace
Add and customise a tile
Regroup windows and reports in a workspace
Remove a window or report from a workspace
Automation
Automation - overview
About scheduled processing
About change notifications on data entry windows
Procedures
Schedule processing
Automation windows
Automation notifications (SM205040)
Automation schedules (SM205020)
Automation schedules overview (SM205030)
Send notifications (SM205050)
Send reports (SM205060)
Cash management
Configure cash accounts
Configure cash accounts - overview
About cash account configuration
About cash account types
About the security of cash accounts
About entry types
Select and edit an entry type
Create a cash account
Set default cash account for payments and transactions
Set default actions for incoming AutoPay payments and bank statements
Configure import settings for statements and incoming payments
Edit remittance information
Manually import bank transactions
Disable the automatic creation of supplier prepayments during auto-matching
Disable the automatic creation of customer payments when bank payment amount is not fully applied
Enable customer and supplier recognition for bank transactions
Activate automatic post and release for purchase documents
View webhook notification for cash accounts
Run validation of a cash account balance
Manage cash transactions
Managing cash transactions - overview
About cash transaction processing
About cash entry processing
About funds transfer processing
Transfer funds
Record a cash entry
Quickly record cash entry task
Create transactions
Edit transactions
Create an entry type for disbursements or receipts
Release multiple cash transactions
Correct a cash entry
Create anticipated cash transactions
Record a funds transfer
About cash transaction monitoring
About cash flow forecasting
Track cash payments
Track cash payments - overview
About the reclassification of unknown payments
Reclassification results
About the registration of finance charges
Finance charge transactions
Add an entry type to a charge
About the preparation of deposits
Specify a charge rate for a clearing account
Manage bank statements
Managing bank statements - overview
About importing transactions
Import bank transactions
Create bank transaction rules
Match transactions
Create a new payment or document
Match a bank transaction or incoming payment line to different documents
Match account statements
Process matched account statements
Process unmatched account statements
Process unmatched bank transactions
Process rejected payments
Import a bank statement in OFX, QBO, and QFX formats
Import a bank statement in Excel
Write off amounts during a bank transaction processing
About processing imported transactions
About batch payment matching
Transaction matching settings
Set up transaction matching settings
Reconcile cash accounts
Reconcile cash accounts - overview
About the reconciliation process
Perform reconciliation
Reconciliation statements
Create a reconciliation statement
Reconcile a reconciliation statement
Release a reconciliation statement
Void a reconciliation statement
Manage payment methods
Managing payment methods - overview
About payment methods for customers
About payment methods for suppliers
Create payment methods
Set payment methods for AutoPay
Enable batch payments
Activate next payment number for outgoing payments
Cash management windows
Anticipated cash transactions (CA305500)
AutoPay inbox (CA50400S)
AutoPay inbox details (CA40300S)
Bank deposits (CA305000)
Bank transaction rules (CA204500)
Bank transactions history (CA402000)
Cash accounts (CA202000)
Cash account details (CA303000)
Cash flow forecast (CA401000)
Cash management preferences (CA101000)
Cash transactions (basic) (CA30400S)
Close financial periods (CA506000)
Entry types (CA203000)
Funds transfers (CA301000)
Import bank transactions (CA306500)
Payment methods (CA204000)
Process bank transactions (CA306000)
Reclassify payments (CA506500)
Reconciliation statement history (CA302010)
Reconciliation statements (CA302000)
Release cash transactions (CA502000)
Transactions (CA304000)
Validate account balances (CA503000)
Cash management reports
Cash management reports - overview
Bank statement (CA60650S)
Batch register (CA620500)
Batch register (detailed) (CA621000)
Cash account details (CA633500)
Cash account summary (CA633000)
Cash flow forecast (CA658000)
Cash management register (CA625000)
Cash management register (detailed) (CA624500)
Deposit slip (CA656500)
Non-deposited payments (CA657000)
Reversing cash entries (CA690010)
Reconciliation register (CA623500)
Reconciliation register details (CA624000)
Reconciliation statement (CA627000)
Unreleased cash documents (CA656000)
Unreleased transactions (CA612000)
Unreleased transactions (detailed) (CA612500)
Currency management
Currency management - overview
Configure currency
About currency setup parameters
About currency rounding rules
Configure a currency
Manage currency rates
Create a rate type
About currency rate entry
Add a currency rate
About historical currency rates
Manage translations
About translations
About creating translation definitions
Manage revaluations
About general ledger revaluations
About supplier and customer revaluations
Currency management windows
Currencies (CM202000)
Currency management preferences (CM101000)
Currency rate types (CM201000)
Currency rates (CM301000)
Prepare translation (CM501000)
Release translations (CM502000)
Revalue supplier accounts (CM504000)
Revalue customer accounts (CM505000)
Revalue general ledger accounts (CM506000)
Translation definition (CM203000)
Translation worksheets (CM304000)
Translations history (CM401000)
Currency management reports
Batch register currency management (CM620500) report
Batch register currency management (detailed) (CM621000) report
Currency rate history by date (CM651000) report
Currency rate history by ID (CM650500) report
Translation details (CM651500) report
Customer ledger
Customer ledger - overview
Migrate documents to Visma Net
Migrate documents to Visma Net
About processing documents in migration mode
Customer ledger preferences
About Customer ledger preferences
Add a payment message prefix
Set up invoice mailing in the Customer ledger preferences
Create a new payment configuration
Make overdue and dunning settings in the Customer ledger preferences
Set up dunning letter mailing in the Customer ledger preferences
Select processing options for overdue charges
Apply line discount to Item price or Extended item price
Change the setting for automatic posting on release
Round invoice amount to the nearest whole number
Customer classes
Create a customer class
Create a customer class template
Use a template to create a new customer class
Copy one customer class to a new one
Edit or delete customer classes
Set a customer class as default
Set customer class print and email preferences
Send invoices by email
Set up invoice mailing for a customer class
Set up dunning letter mailing for a customer class
Make settings in the Customer classes window
Validate customer data in the Customer list
About export types
Manage customers
About customer account setup
About customer locations
About export types
Create a customer
Delete customer
Make customer-specific changes
Add general information for a customer
Connect contact to customer
Add delivery settings for a customer
Add invoicing settings for a customer
Prepare to use electronic invoices for customers
Add a payment method and a bank account to a customer
Set up invoice mailing for a customer
Configure mailing settings for dunning letters for a customer
Set up e-mail invoices for one customer
Set customer print and email preferences
Enable write-offs for customer
Prepare to use AutoInvoice for a new customer
Prepare to use AutoInvoice for an existing customer
Preliminary configuration
About preliminary configuration
Visma Net entities needed for customer account setup
About customer classes
About adjusting customer ledger preferences
Add customer locations
Manage parent-child relationship
Manage parent-child relationships - overview
About setting up parent-child relationships
About balance consolidation
About credit policy application
About removing relationships
Manage credit policy
Manage credit policy - overview
About customer credit hold
Payment terms
About payment terms
Examples of credit and cash discount periods
Configure single-instalment payment terms
Configure multiple-instalment credit terms
Disable credit terms
About credit verification
Overdue charges
About overdue charges
About overdue charge code definition
About the criteria for creating an overdue charge document
Example of how to apply calculation methods
Configure an overdue charge code
Calculate overdue charges
Statement cycles
Statement cycles - overview
About the statement processing workflow
About statement schedule types
Choose a statement cycle for overdue charges
Prepare customer statements
Prepare statements
Print statements
Print customer statements or send them by email
Write-off methods
Write-off methods - overview
About write-off setup
Add a reason code
Create reason codes
Enable or disable write-offs
Create reason codes for write-offs
Write off balances and credits
Write-off underpayments or overpayments
Multiple price lists
Manage sales prices - overview
About multiple price lists
About sales price types
About effective period of prices
About sales price calculation
Sales price worksheets
About Sales price worksheet - overview
About Sales price worksheets
Create a sales price worksheet
Add records for multiple items to a worksheet
Add a record to a worksheet
Copy prices to a worksheet
Add promotional prices
Calculate pending prices in a worksheet
Calculate pending prices for items
Price list maintenance
About Sales prices
Add a price record
Create a worksheet
Add a customer price class
Edit or delete a customer price class
Maintain and review sales prices
Manage discounts
About discounts
About discount series
About customer discounts and series for discounts
About Discount codes
About discount application
About discount calculation
The principles of customer discounts
Set up a discount series
Add discount codes
Add customers to a discount series
Add discount breakpoints
Calculate line-level discounts for tiers defined by amounts
Calculate document-level discounts with tiers defined by amounts
Calculate prorated discounts
Process customer ledger documents
Process customer ledger documents - overview
About types of customer ledger documents
About the customer ledger document processing flow
About changing the processing of customer ledger documents
About tracking customer ledger documents
About customer ledger ageing reports
Enter a cash sale
Release customer documents
About schedules for recurring documents
Schedule recurring documents
Generate recurring documents
Generate recurring transactions
Process invoices
Process invoices - overview
About Know your customer (KYC)
About invoice processing flow
About invoice recording
About invoice releasing
About invoice response messages
About correction of a released invoice
About rounding of document amounts
About sending direct debit invoices
Create an invoice
Change customer or customer location on sales invoice
Print invoice
Send invoice attachments through AutoInvoice
Release an invoice
Reverse an invoice
Create a credit note
Apply a credit note to open documents
Create and release an invoice
Set up document amount rounding
Check sent email status for AutoInvoice
Check sent email status
Correct a sales invoice
Correct a released sales invoice
Send an invoice
Send one invoice to AutoInvoice
Email an invoice from preview in a report
Email an invoice or a credit note
Override an email address
Email an invoice to an unregistered contact
Poll the invoice status
Close customer invoices open due to rounding differences
Preview an invoice
Print an invoice
Add text to invoices
Process payments and applications
Processing payments and applications - overview
About payment recording
About automatic payment application
About release of payments and prepayments
About release of application records
Pay a specific outstanding document
Track customer prepayments
Apply a payment document automatically
Match incoming payments
Match a bank transaction or incoming payment line to different documents
Create a new payment or document
Process matched incoming payments
Customer payments
About payment processing flow
About release of payments and prepayments
About manual payment application
About refund processing
About customer payment methods
Add customer payment methods
Enter a payment document
Create a payment for a sales invoice
View invoices paid with a specific payment document
Release a payment document
Match customer documents in Customer ledger
Match a credit note with an invoice
Correct an application record
Form a list of applications automatically
Form a list of applications manually
Void a payment or prepayment document
Void a customer refund
Issue a refund
Manage contracts
Manage contracts - overview
Prior configuration
About prior configuration of contracts
About contract templates
Configure a contract template
About contract Items
Configure a contract item
Contract preparation
About contract preparation
Configure a contract
About the contract life cycle
Contract setup and activation
About contract setup and activation
Set up a contract
Activate a contract
Set up and activate a contract simultaneously
Contract usage recording
About contract usage recording
Enter contract usage
View contract usage
Contract invoicing
About contract invoicing
Run contract invoicing
Make changes to contract services
Contract renewal
About contract renewal
Renew a contract
Contract examples
Contract examples - overview
About fixed-price contracts
Usage-based contracts
About usage-based contracts
Set up per-case invoicing
Set up per-activity invoicing
Set up invoicing by the number of cases
Retainer contracts
About retainer contracts
Configure a retainer contract
Create a deposit contract item
Manage non-stock items
Manage non-stock items - overview
About labour items
Manage mailings
Manage mailings - overview
About mailings for customers
Send invoices by email
Add other attachments to invoice sent by email
Email several invoices or credit notes
Send several invoices or credit notes to AutoInvoice
Print and send invoices or credit notes by regular mail
Print several invoices or credit notes
Set up mass processing of mailings
Manage dunning letters
Manage dunning letters - overview
About dunning process setup
About dunning process by customer
About dunning process by document
Set up the dunning process
Set up a dunning letter mailing
Prepare dunning letters by document
Prepare dunning letters by customer
Add a text for dunning letters and reminders
Print/release dunning letters
Manage commissions
Manage commissions - overview
About commission configuration and calculation
Configure commissions
Prepare commissions
Manual payments
About Manual payments
Process several payments at once
Salespersons
Create a salesperson
Change a salesperson
Delete a salesperson
Connect a customer to a salesperson
Disconnect a customer connection to a salesperson
Update a column for all order lines
Customer ledger windows
Customer ledger windows - overview
Apply payments automatically (AR506000)
Availability calculation rules (IN201500)
Calculate commissions (AR505500)
Calculate overdue charges (AR507000)
Cash sales (AR304000)
Change customer details (AR50107S)
Close commission period (AR506500)
Close financial periods (AR509000)
Commission details (AR403000)
Contract items (CT201000)
Contract templates (CT202000)
Contract usage (CT303000)
Payment terms (CS206500)
Customer classes (AR201000)
Customer contracts (CT301000)
Customer details (AR402000)
Customer ledger preferences (AR101000)
Customer list (AR40101S)
Customer locations (CR303010)
Customer payment methods (AR303010)
Customer payments (AR302000)
Customer price classes (AR208000)
Customer statement history (AR404600)
Customer summary (AR401000)
Customer VAT zone deviation (AR40102S)
Customers (AR303000)
Discount codes (AR209000)
Discounts (AR209500)
Dunning letter history by customer (AR408000)
Dunning letter history by document (AR408500)
Dunning letters (AR306000)
Expiring customer contracts (CT401000)
GDPR - personal data (GA000081)
Generate recurring transactions (AR504000)
Generate VAT on cash discount (AR504500)
Import incoming payments (AR305500)
Incoming payments history (AR407000)
Invoice history by item (AR40105S)
Manage credit holds (AR523000)
Manual payments (AR30200S)
Overdue charges (AR204500)
Packaging types (CS207600)
Prepare dunning letters (AR521000)
Prepare statements (AR503000)
Send invoices (AR508000)
Process customer refunds (AR50300S)
Reprint invoices (AR50801S)
Print/release dunning letters (AR522000)
Print statements (AR503500)
Process incoming payments (AR305000)
Recurring transactions (AR203500)
Release customer documents (AR501000)
Renew contracts (CT502000)
Report texts (AR20200S)
Run contract invoicing (CT501000)
Sales invoices (AR301000)
Sales prices (AR202000)
Sales price worksheets (AR202010)
Salespersons (AR205000)
Sales profitability analysis (AR409000)
Statement cycles (AR202800)
Statement history details (AR404300)
Statement history summary (AR404000)
Task (CR306020)
Update contract prices (CT503000)
Update discounts (AR502500)
Validate customer balances (AR509900)
Write-off balances and credits (AR505000)
Customer ledger reports
Customer ledger reports - overview
Aged past due (AR631000)
Aged past due (currency) (AR631100)
Aged period sensitive (AR630500)
Aged outstanding (AR631500)
Aged outstanding (currency) (AR631600)
Balance by customer (AR632500)
Balance by customer (currency) (AR633000)
Balance by general ledger account (AR632000)
Batch register customers (AR620500)
Batch register customers (detailed) (AR621000)
Customer documents (AR621500)
Customer documents (detailed) (AR622000)
Customer profiles (AR651000)
Customer history (AR652000)
Customer history summary (AR652100)
Customer summary (AR65050S)
Customer specification (AR65200S)
Customer statement MC, English (AR64201S)
Customer statement MC, Norwegian (AR64204S)
Dunning letter (AR661000)
Dunning letter, Norwegian (AR66104S)
Dunning letter, English (AR66101S)
Daily sales profitability (AR676000)
Incoming payments (AR63050S)
Invoice/note (AR641000)
Invoice - English (AR64101S)
Invoice - Finnish (AR64102S)
Invoice - Swedish for Finland (AR64103S)
Invoice - Norwegian (AR64104S)
Invoice - Dutch (AR64105S)
Invoice - Danish (AR64106S)
Invoice - Swedish left address (AR64108S)
Invoice - Dutch pre-printed (AR64110S)
Invoice - Swedish (AR64118S)
Overdue charge (AR643000)
Overdue charge, English (AR64301S)
Overdue charge, Finnish (AR64302S)
Overdue charge, Swedish for Finland (AR64303S)
Overdue charge, Norwegian (AR64304S)
Overdue charge, Dutch (AR64305S)
Overdue charge, Danish (AR64306S)
Overdue charge, Swedish left address (AR64308S)
Overdue charge, Dutch pre-printed (AR64310S)
Overdue charge, Swedish (AR64318S)
Open customer ledger documents (AR656000)
Sales profitability by customer and order (AR672000)
Sales profitability by customer class and customer (AR675000)
Sales profitability by item and order (AR671000)
Sales profitability by item class and item (AR674000)
Sales profitability by salesperson and customer (AR673000)
Subscriptions accounting (AR677000)
Unreleased transactions (AR611000)
Unreleased transactions (detailed) (AR610500)
Customisation
Customisation - overview
Manage generic inquiries
Design an inquiry based on inventory data
About side panels
Enable the side panel
Find the names of the database fields
Manage pivot tables
About pivot tables in Visma Net
Add a pivot table
Delete a pivot table
Manage subsitutes of entry windows
About substitutes for entry windows
Configure a generic inquiry to replace an entry window
Replace an entry window with a custom window
Activate the replacement of an entry window
Cancel the replacement of an entry window
Manage shared filters
About shared filters
Add a system filter
Modify a system filter
Delete a system filter
Manage dashboard pages
About dashboard pages
About access rights to dashboards
Add a new dashboard page
Configure dashboards
Dashboards - overview
The Dashboard page
The widget toolbar
About dashboard configuration
About dashboards and widgets
About chart widgets
About data table widgets
About embedded page widgets
About power BI tile widgets
About scorecard KPI widgets
About trend card KPI widgets
Open a dashboard
Add a doughnut chart
Add a line chart
Add a stacked column chart
Add a bar chart
Add a stacked bar chart
Add a funnel chart
Add a data table widget
Add an embedded page widget
Add a Power BI tile widget
Add a scorecard KPI widget
Add a trend card KPI widget
Arrange widgets on a dashboard
Zoom in on and out of a chart region
Customisation windows
Dashboards (SM208600)
Filters (CS209010)
Generic inquiry (SM208000)
Lists as entry points (SM208500)
Pivot tables (SM208010)
Custom notifications (SM205041)
Report designer
About Visma Report designer application
Customise the workspace
Design a report
Insert panel drag-and-drop
Publish report
Deferred revenue
Set up the recognition process
Set up the recognition process - overview
About deferral code setup
About recognition methods for deferred revenues or expenses
Run recognition
Process deferrals
About recognition of revenue and expenses
About recognition of deferrals in previous periods
About custom deferral schedules
Link deferral schedule to document
Release schedules
Adjusting deferrals
Create an adjustment document
Manage recognition for packages
Manage recognition for packages - overview
About configuring a package
Create a package
About processing packages
Deferred revenue windows
Deferred revenue preferences (DR101000)
Deferral schedule (DR201500)
Deferral codes (DR202000)
Deferral schedule summary (DR401000)
Deferral transaction summary (DR402000)
Release schedules (DR503000)
Run recognition (DR501000)
Validate deferred balances (DR509900)
Deferred revenue reports
Deferred revenue balance by account (DR630010)
Deferred revenue balance by customer (DR630012)
Deferred revenue balance by component (DR630014)
Deferred expense balance by account (DR630015)
Deferred expense balance by supplier (DR630017)
Deferred expense balance by component (DR630019)
Draft schedules (DR630030)
Revenue recognised by account (DR630070)
Expenses recognised by account (DR630075)
Revenue recognised by customer (DR630080)
Expenses recognised by supplier (DR630085)
Revenue recognised by component (DR630090)
Expenses recognised by component (DR630095)
Deferral schedule summary (DR650040)
Deferred revenue projected balance by customer(DR660030)
Deferred expense projected balance by supplier (DR660035)
Deferred revenue projected balance by component (DR660040)
Deferred expense projected balance by component (DR660045)
Deferred revenue projected recognition by customer (DR660050)
Deferred expense projected recognition by supplier (DR660055)
Deferred revenue projected recognition by component (DR660060)
Deferred expense projected recognition by component (DR660065)
Deferred revenue projected balance by account (DR660070)
Deferred expense projected balance by account (DR660075)
Deferred revenue projected recognition by account (DR660080)
Deferred expense projected recognition by account (DR660085)
Excise duty
About excise duties
Enable and set up excise duty
Reverse an invoice with excise duty
Excise duty windows
Duty types (EF204000)
Duty groups (EF205000)
Duty items (EF208000)
Sales/returns excluding excise duty (EF402000)
Sales/returns including excise duty (EF402000)
Email
Email - overview
Configure email accounts
About configuring email accounts
About system email accounts
Define email preferences
Create a system email account
System email accounts
Set up the reply email address
Change system email address
Define email preferences (SM204001)
About processing incoming mail
Manage emails
About email archiving
About mail sending and receipt
Archive sent emails
Create a send and receive email schedule
Filter sent emails
Forward or reply to sent emails
Search for sent emails
Add an attachment to a pending email
Add a recipient address to a pending email
Change the recipient address for a pending email
Change a scheduled dispatch of pending emails
Delete a pending email
Send pending emails
About notification templates
Add a notification template for changes in case contents
Change notification template body text
Email windows
All emails (CO409070)
Email preferences (SM204001)
My sent emails (CO409080)
Incoming (CO409000)
Pending emails (SM507000)
Notification templates (SM204003)
Send and receive email (SM507010)
System email accounts (SM204002)
Fixed assets
Manage fixed assets
About fixed asset types
About types of fixed asset transactions
About fixed asset adjustment transactions
Fixed asset classes
Create an asset class
Create an asset class by copying an existing class
Fixed asset entry
About fixed asset entry
Enter an asset
Convert items to fixed assets
Import fixed assets
Convert purchased items to components of a fixed asset
Delete a fixed asset
Fixed asset splits
About fixed asset splits
Split an asset
Fixed asset reversal
About fixed asset reversal
Reverse an asset
Revaluation of an asset
Change net book value of an asset
Changes in fixed asset estimates
About changes in fixed asset estimates
Change the useful life of an asset
Change the salvage value of an asset
Manage fixed asset depreciation
About depreciation of fixed assets
About depreciation configuration
About depreciation methods
About averaging conventions
Calculate depreciation
Depreciate an asset
About depreciation suspension
Suspend asset depreciation
Configure table methods of class type
Configure table methods with annual depreciation
Configure table methods of asset type
Configure formula-based depreciation methods
Manage transfers of fixed assets
About transfers of fixed assets
Transfer an individual asset
Mass-transfer fixed assets
Manage fixed asset disposals
About asset disposals
Configure disposal methods
Dispose of an asset
Dispose of multiple assets
Reverse an asset disposal
Daily routines
Release a fixed asset transaction
Release multiple fixed asset transactions
Delete an unreleased fixed asset transaction
Delete multiple unreleased fixed asset transactions
Close financial period
Books and Book calendars
Add a book
Configure a book calendar with week-based periods
Configure a book calendar
Generate periods for a book calendar
Shift the first year one year earlier
Fixed asset windows
Account balance by assets (FA401000)
Asset balance by accounts (FA403000)
Asset splits (FA405000)
Asset summary (FA402000)
Asset transaction history (FA404000)
Bonuses (FA208000)
Book calendars (FA206000)
Books (FA205000)
Calculate depreciation (FA502000)
Close financial periods (FA509000)
Convert purchases to assets (FA504500)
Delete unreleased transactions (FA508000)
Depreciation methods (FA202500)
Depreciation table methods (FA202600)
Disposal methods (FA207000)
Dispose of assets (FA505000)
Fixed asset classes (FA201000)
Fixed asset transactions (FA301000)
Fixed asset types (FA201010)
Fixed assets (FA303000)
Fixed assets preferences (FA101000)
Generate fixed asset calendars (FA501000)
Release fixed assets transactions (FA503000)
Split assets (FA506000)
Transfer assets (FA507000)
Fixed assets reports
Acquisitions (FA611000)
Additions (FA691002)
Additions monthly (FA691001)
Balance (FA630000)
Balance projection by account (FA670010)
Balance projection by class (FA670020)
Depreciation (FA615010)
Disposals (FA612010)
Fixed asset balance by general ledger account (FA643000)
Fixed balance projection by branch (FA670030)
Fixed assets cost by class (FA691101)
Fixed assets list (FA610500)
Fixed assets net value (FA613000)
Mass disposal preview (FA680010)
Non-depreciated fixed assets (FA652000)
Splits (FA641000)
Transactions by account (FA631010)
Transactions by asset (FA631020)
Transactions by class (FA631025)
Transactions by period (FA631015)
Transfer transactions (FA642000)
Transfers (FA640000)
Unreleased fixed assets documents (FA651000)
General ledger
General ledger - overview
Manage accounts
About account types and classes
About account IDs
About YTD net income and retained earnings accounts
About denominated accounts
Create an account class
View an account summary
View account details
View account balances by period
View the trial balance on reports
View reconciled accounts
Manage subaccounts
Manage subaccounts - overview
About subaccount IDs
Example of a subaccount definition
About combined subaccounts
Add a subaccount
Deactivate a subaccount
View account balances by subaccount
Import trial balances
Import trial balances - overview
Import trial balance
Set up a financial year
Set up a financial year - overview
About the financial year and financial periods
Create a new financial year
Configure week-based financial periods
Configure a fiscal year and its periods
Configure a financial year that matches the calendar year
Shift the first year one year earlier
Add an adjustment period
Manage financial periods
Generate periods for a new financial year
Activate a financial period
Close financial periods
About period-end closing procedures
Close a financial period from any workspace
Reconcile general ledger before closing the financial period
Beginning balance when starting a new period
Manage chart of accounts
Add an account to the chart of accounts
Delete an account
Edit an account
Deactivate an account
Import accounts
Check the link between a cash account and a base account
Manage transactions
General ledger batches
About general ledger batches
Create a batch
Release a batch
Release multiple batches
Post batches
Find and view a particular batch
Post transactions with VAT directly in general ledger
Auto-reversing transactions
About auto-reversing transactions
Reverse a batch
Recurring journal transactions
About recurring journal transactions
Generate recurring transactions
Work with recurring transactions
Schedule a recurring batch
Reclassify and split general ledger transactions
About reclassifying general ledger transactions
Initiate reclassification and split
Process reclassification
Process splitting
Split general ledger transactions
About viewing and managing reclassification transactions
Reclassify general ledger transactions
About VAT entries from the general ledger
About rules for balancing inter-branch transactions
About foreign currency transactions
Manage ledgers
Manage ledgers - overview
About multiple ledger support
About statistical ledgers
Add a ledger
Making reports in different currencies
Manage budgets
Manage budgets - overview
Overview of budgets
Budget structure example
Prepare a budget
Manage consolidations
General ledger consolidation overview
About consolidation configuration
Configure consolidation in a parent company
Configure consolidation in a subsidiary
Prepare the consolidation data in a subsidiary
Import the consolidation data from a subsidiary
About account mapping for consolidations
Manage allocations
About allocation rules
Run allocations
Manage analytical reports
About the analytical report manager
Analytical report parameters
Row sets
About row sets
About row attributes
Column sets
Column sets - overview
Column attributes
Cell formatting
Unit sets
Unit sets - overview
About unit attributes
Formulas
About formulas
About parameters
About operators
About functions
Data source
Data source - overview
About data filtering criteria
Printing styles
Design analytical reports
Design analytical reports - overview
Design the report layout
Design the report layout
Define the report structure
Select rows and columns for the report
Define the analytical report sections
About grouping the sections in the report
Set up the report headers and captions - overview
Add the report title
Add a title for the report section
View and edit row sets
View and edit row sets - overview
Operations with row sets
Defining the rows to include in the row set
View and edit column sets
View and edit the column sets - overview
Operations with column sets
Define the columns to be included in the column set
View and edit unit sets
View and edit the unit sets - overview
Operations with unit sets
Define the units to be included in the unit set
Place the analytical report in a workspace
Check accounts for financial statement reports
Manage reconciliations
About transaction reconciliation
About Journal reconciliation
Set up an account for reconciliation
Set number series for reconciliation for general ledger transactions
Reconcile general ledger transactions
Customer and supplier reconciliation (GL408000)
Discrepancy details customer ledger vs general ledger (GL408010)
Manage webhook notifications
About Webhooks
Enable webhook notifications
Enable webhook notifications on a chart of accounts
View webhook notification via chart of accounts
View the webhook notification for a deleted account
View webhook notifications on accounts
View webhook notification for the Edit account information window
Manage SIE import VAT settings
Set VAT ID in SIE import VAT settings
Generate extra VAT line in SIE import VAT settings
Manage workbooks
About workbooks
Set up a workbook
Create a voucher batch in a workbook
Delete a voucher batch from a workbook
Release a voucher batch in a workbook
Update a voucher batch in a workbook
General ledger windows
General ledger windows - overview
Account by period (GL402000)
Account by subaccount (GL403000)
Account classes (GL202000)
Account details (GL404000)
Account summary (GL401000)
Allocations (GL204500)
BI analysis codes (GL20253S)
Budget configuration (GL205000)
Budget (GL302010)
Chart of accounts (GL202500)
Close financial periods (GL503000)
Column sets (CS206020)
Consolidation (GL103000)
Edit account information (GL50506S)
Export/import settings (CS10200S)
External codes 1 (GL20251S)
External codes 2 (GL20252S)
Financial periods (GL201000)
Financial year (GL101000)
General ledger account access (GL104000)
General ledger numbering (GL107000)
General ledger preferences (GL102000)
Generate recurring transactions (GL504000)
Import consolidation data (GL509000)
Inter-branch account mapping (GL101010)
Journal reconciliation (GL30201S)
Journal reconciliation preferences (GL30200S)
Journal transactions (GL301000)
Journal vouchers (GL304000)
Ledgers (GL201500)
Post transactions (GL502000)
Reclassification history (GL405000)
Reclassify transactions (GL506000)
Recurring transactions (GL203500)
Release budgets (GL505510)
Release transactions (GL501000)
Release vouchers (GL501500)
Release workbooks (GL50505S)
Report definitions (CS206000)
Restriction groups by general ledger account (GL104020)
Restriction groups by subaccount (GL104030)
Restriction groups by sub segment (GL104040)
Row sets (CS206010)
Run allocations (GL504500)
SIE export (GL40100S)
SIE import (GL40101S)
SIE import VAT settings (GL20200S)
Standard VAT codes (CS20500S)
Subaccounts (GL203000)
Trial balance (GL303010)
Unit sets (CS206030)
Validate account history (GL509900)
Voucher entry codes (GL106000)
Voucher list (GL40600S)
Webhook notification for account (GL407000)
Workbooks (GL107500)
Workbooks (GL307000)
Customer and supplier reconciliation (GL408000)
Discrepancy details customer ledger vs general ledger (GL408010)
General ledger reports
General ledger reports - overview
Account specification (GL63301S)
All unreleased documents (GL65601S)
All unreleased documents with VAT (GL65603S)
Audit transaction list (GL63303S)
Balance sheet (GL634000)
Balance sheet - quarterly (GL634500)
Balance sheet - quarterly (detailed) (GL63451S)
Balance sheet specification/Open entries (GL63309S)
Balance sheet - detailed (GL63401S)
Balance with external codes (GL63201S)
Budgets (GL612001)
General ledger register (GL62050S)
General ledger register (detailed) (GL62100S)
Journal transactions list (GL63302S)
Open general ledger documents (GL656000)
Profit and loss (GL635000)
Profit and loss (detailed) (GL63501S)
Profit and loss - quarterly (GL635500)
Profit and loss - quarterly (detailed) (GL63551S)
Recurring transactions (GL641500)
Recurring transactions (detailed) (GL640500)
Reversing batches (GL690010)
Transactions for account (GL633500)
Transactions for period (GL633000)
Transactions with external codes (GL63304S)
Trial balance detailed (GL632500)
Trial balance summary (GL63200S) report
Unreleased transactions (detailed) (GL610500)
Unreleased transactions summary (GL61150S)
Unreleased transactions account distribution (GL61100S)
Unreleased transactions account distribution (currency) (GL61120S)
Voucher details inquiry (GL40601S)
Voucher document inquiry (GL40400S)
Integration
Preparing data for import and export by using scenarios
Preparing data for import and export by using scenarios
About import and export scenarios
About data providers
Create a CSV data provider
Create an Excel data provider
Create a Microsoft SQL data provider
Modify a file data provider
Link a file data provider to an existing file
Configuring import scenarios
Import scenario creation
Import scenario parameters
Target objects and fields in import scenarios
Source fields in import scenarios
Source restrictions in import scenarios
Target restrictions in import scenarios
Enable manual override of number series during import
Configuring export scenarios
Export scenario creation
Export scenario parameters
Source restrictions in export scenarios
Configuring scenario mapping
Configuring scenario mapping
General recommendations and limitations of data import
Types of target fields in import scenarios
Fields with commit in import and export scenarios
Service commands in Import and export scenarios
Pop-up dialog boxes in import scenarios
Actions in import scenarios
Key fields and search in import scenarios
Export of all records: use of every
Data modification during export: use of commit and actions
Multi-language fields in import and export scenarios
Formulas in the mapping
Operators
Functions
Importing and exporting records by using scenarios
Data import
Simplified scenarios for data import
Data export
Download your company’s attachments
Integration windows
Integration windows - overview
Data providers (SM206015)
Export by scenario (SM207036)
File synchronisation (SM202530)
Manage export scenarios (SM207025)
Schedule export scenarios (SM207035)
Schedule import scenarios (SM206035)
Import by scenario (SM206036)
Manage import scenarios (SM206025)
Download attachments (SM508090)
Inventory
Inventory - overview
Configuration overview
Manage inventory defaults
Manage inventory defaults - overview
About reason codes: definition and usage
About posting classes: definition and usage
About posting settings
About units of measure and conversions
About units of weight and volume
Define weight UoMs
Manage stock and non-stock items
Manage stock and non-stock items - overview
About the hierarchy of item classes
About stock and non-stock items
About non-stock item support
About item cross-references
About item attributes
About accounting for kits
Specify default item classes
Delete item classes with children
Move item classes within the hierarchy
Move items to another item class
Create non-stock items
Use stock items on projects
Maintain default prices for non-stock items
Maintain default prices for stock items
Maintain pending standard costs for non-stock items
Add bar code to stock item
Change a stock item's Item ID
Specify standard costs for stock items
Specify standard costs for non-stock items
Manage availability data
Manage availability data - overview
About availability calculation
About lot and serial numbers
About lot and serial number tracking
Manage warehouses
About warehouses and warehouse locations
Manage costs
About default prices
About item costs and valuation methods
About the cost of inventory
About inventory ranking methods
Manage stocktaking counts
About overview of stocktaking options
About stocktaking
About setting up cycle stocktaking
About setting up stocktaking by ABC codes
Set up cycle stocktaking
Set up stocktaking by ABC codes
Create a stocktaking type
Create a stocktaking type for full count
Perform a stocktaking count
Import count data from Excel
View and correct imported count data
Complete a stocktaking count
Manage replenishment
About automated replenishment
About configuration of automated replenishment
About replenishment methods and their parameters
About replenishment parameters based on demand forecast
Manage inventory transactions
About inventory transactions
View inventory transactions details
View inventory transactions by account
View inventory transaction history
Use the inventory transaction summary
Inventory windows
Inventory windows - overview
ABC codes (IN208500)
Adjustments (IN303000)
Apply replenishment parameters (IN509500)
Calculate replenishment parameters (IN508500)
Close financial periods (IN509000)
FOB points (CS208500)
Inventory allocation details (IN402000)
Inventory lot/serial history (IN407000)
Inventory preferences (IN101000)
Inventory summary (IN401000)
Inventory transactions by account (IN403000)
Inventory transaction details (IN404000)
Inventory transaction history (IN405000)
Inventory transaction summary (IN406000)
Issues (IN302000)
Item classes (IN201000)
Item warehouse details (IN204500)
Item price classes (IN209000)
Item sales categories (IN204060)
Kit assembly (IN307000)
Kit specifications (IN209500)
Lot/serial classes (IN207000)
Movement classes (IN208600)
Non-stock items (IN202000)
Posting classes (IN206000)
Prepare replenishment (IN508000)
Prepare stocktaking (IN504000)
Reason codes (CS211000)
Receipts (IN301000)
Release inventory documents (IN501000)
Replenishment classes (IN208800)
Replenishment seasonality (IN206600)
Ship via codes (CS207500)
Stock items (IN202500)
Stocktaking cycles (IN208700)
Stocktaking count (IN305010)
Stocktaking review (IN305000)
Stocktaking types (IN208900)
Summary of items sold and purchased (IN40199S)
Pro forma invoice (SO64300S)
Transfers (IN304000)
Update ABC code (IN506000)
Update movement class (IN506100)
Update standard costs (IN502000)
Validate inventory (IN505000)
Warehouses (IN204000)
Inventory reports
Inventory reports - overview
Assembly confirmation (IN30702S)
Assembly picklist (IN30701S)
Items by item class (IN408000)
Inventory balance (IN61500S)
Historical inventory balance (IN61600S)
Inventory valuation (IN61550S)
Inventory valuation by location (IN61551S)
Historical inventory valuation (IN61700S)
Summary of historical inventory valuation (IN61800S)
Goods in transit (IN616500)
Lot/serial numbers (IN613000)
Stocktaking sheets (IN620500)
Stocktaking variance preview (IN621500)
Stock item labels (IN619200)
Location labels (IN619000)
Preview standard cost change (IN617500)
Unreleased inventory documents (IN656000)
Inventory register (IN61400S)
Inventory list summary (IN610500)
Inventory list (detailed) (IN61100S)
Management
Manage locales and languages
About multi-language support
Activate multi-language
Select your locale settings
Translate filter tab captions
Translate column captions for a generic inquiry
Translate parameter display names for a generic inquiry
Manage field level audit
About field-level auditing
About management of access to field-level audit functionality
Configure and turn on field-level auditing for a window
Manage search
Search in Visma Net
Build search indexes
Management windows
Audit (SM205510)
Audit (SM205520)
Audit history (SM205530)
AutoInvoice settings (CS10250S)
Company template (CS10300S)
Document templates (SM209020)
File maintenance (SM202510)
Rebuild full-text entity index (SM209500)
Search in files (SM202520)
Space usage (SM203525)
System locales (SM200550)
User favourites (SM203020)
User settings (SM203010)
Organisation structure
About companies
About multi-branch support
About security of organisation branches
About multiple calendar support
Create a work calendar
Create departments
Create a position
Organisation structure windows
Organisations (CS101500)
Branches (CS102000)
Buildings (CS205010)
Company tree (EP204060)
Departments (EP201500)
Employee classes (EP202000)
Employees (EP203000)
Positions (EP201000)
Work calendar (CS209000)
Project accounting
About integration with other modules
Settings and configuration
Preparation
About setup and configuration of the workspace
Set up and configure the workspace
Set preferences for projects
Create a project template
Manage pricing in Projects
About rate tables
Configure a rate table
Create rate types
Create rate lookup rules
Specify rates for rate tables
Manage allocations and invoicing rules
About labour and revenue allocation
About allocating transactions
About project invoicing
Create an invoicing rule
Set allocation rules
Start the invoicing process for projects
Run allocations by task
Run allocations by project
Reverse non-invoiced transactions
Reverse allocations for project transactions
About tracking commitments
Manage projects
About the project life cycle
About the calculation of task completion percentage
About project-specific format of invoices
About project tasks
About project transactions
About pro forma invoices
About templates for projects and tasks
About change orders
About account groups
Create an account group
Create a project template task
Create a project
Create a project task
Save a project as a template
Create fixed-price projects
Create project attributes
Create a common task
Create a batch of project transactions
Register expenses on a project
Release transactions
View project transactions in Project transactions - overview
Manage project budgets
About project budgets
Validate project balances
View project balances and update project tasks
View project balance
Change orders
About change order management
About change order creation
About change order release
Project accounting windows
Account groups (PM201000)
Allocation rules (PM207500)
Budget details (PMGI0010)
Budget summary by account group (PMPV0010)
Change orders (PM3080PL)
Change orders (PM308000)
Change order classes (PM203000)
Commitments (PM306000)
Common tasks (PM208030)
External commitments (PM209000)
Invoicing rules (PM207000)
Not yet invoiced project transactions (PM40107S)
Pro forma invoice (PM642000)
Pro forma invoices (PM307000)
Process pro forma invoices (PM506000)
Project access (PM102000)
Projects (PM301000)
Project accounting preferences (PM101000)
Project attributes (PM202000)
Project balance (PM40102S)
Project budget (PM309000)
Project list (PM40101S)
Project revenue and cost (PM40103S)
Project tasks (PM302000)
Project task list (PM40105S)
Project template tasks (PM208010)
Project templates (PM208000)
Project transactions (PM304000)
Project transactions - overview (PM401000)
Rate lookup rules (PM205000)
Rate types (PM204100)
Rate tables (PM204200)
Rate table maintenance (PM206000)
Restriction groups by project (PM102010)
Release transactions (PM501000)
Reverse non-invoiced transactions (PM505000)
Run allocations by project (PM502500)
Run allocations by task (PM502000)
Run project invoicing (PM503000)
Validate project balances (PM504000)
Projects reports
Aged period sensitive (PM63050S)
Change order (PM643000)
Employee hours (PM622000)
Employee hours by project and task (PM623000)
Profit and loss (PM64300S)
Pro forma invoice (PM642000)
Pro forma invoice - English (PM64201S)
Pro forma invoice - Finnish (PM64202S)
Pro forma invoice - Norwegian (PM64204S)
Pro forma invoice - Dutch (PM64205S)
Pro forma invoice - Swedish (PM64218S)
Projects (PM631000)
Project invoice – English (PM64101S)
Project invoice – Finnish (PM64102S)
Project invoice – Norwegian (PM64104S)
Project invoice – Dutch (PM64105S)
Project invoice – Swedish (PM64118S)
Project balance (PM621000)
Project profitability (PM624000)
Project summary (PM64100S)
Project tasks (PM632000)
Project transactions (PM633000)
Purchases
Purchases - overview
Manage defaults
About purchasing-related defaults and overrides
About inclusive VAT support
Manage supplier catalogues
About supplier catalogues
About barcode support
Process purchase orders
About types of purchase orders
About purchase order processing options
Purchase order statuses
Create a drop-ship order flow
About processing invoices with stock and non-stock items
Link purchase orders to projects
Purchase order workflow with change orders
Process purchase receipts and returns
Process purchase receipts and returns - overview
About purchase receipt processing options
About purchase price variance
About return processing options
Create a purchase receipt
Create a purchase return
Add items in purchase receipts using barcode scanner
Add item to purchase receipt using supplier part ID
Process a cash-on-delivery (COD) transaction
Purchase price variance allocation - example 1
Purchase price variance allocation - example 2
Process landed costs
Process landed costs - overview
About landed cost codes
About landed cost application scenarios
Purchases windows
Purchases windows - overview
Purchase order preferences (PO101000)
Purchase orders (PO301000)
Create purchase orders (PO505000)
Purchase receipts (PO302000)
Release purchase receipts (PO501000)
Print/email purchase orders (PO503000)
Purchase history by item (PO40101S)
Purchase order list (PO40100S)
Landed cost codes (PO202000)
Release landed costs from receipts (PO506000)
Supplier inventory (PO201000)
Purchases reports
Purchase reports - overview
Purchase order (PO641000)
Purchase order details by account (PO612000)
Purchase order details by item (PO611500)
Purchase order details by supplier (PO611000)
Purchase order summary (PO610500)
Purchase order, right address (PO64108S)
Purchase receipt (PO646000)
Purchase receipt accrual details (PO631000)
Purchase receipt accrual summary (PO630500)
Purchase receipt allocated and back-ordered (PO622000)
Purchase receipt invoicing details (PO632000)
Purchase receipt invoicing summary (PO631500)
Purchase receipt details by supplier (PO621000)
Purchase receipt history (PO643000)
Purchase receipt summary (PO620500)
Historical purchase receipt accrual summary (PO63050S)
Sales
Sales - overview
Manage defaults
About sales VAT on sales orders and invoices
Manage document types and work flows
About predefined types of sales orders
About custom order types
About credit checks in the Sales workspace
About invoices in the sales workspace
About payment reservation for sales orders
Display profit and margin totals
Change customer location on customer invoice
Configure automatic packaging
About automatic packaging for non-integrated carriers
About freight calculation
Create a ship via code
Configure a stock item for automatic packaging
Configure automatic packaging
Define a box
Process sales orders
Work with sales orders (new)
About shipping rules
About sales order processing options
About invoice order processing options
About cash sales processing options
About suggested sales accounts
About suggested VAT categories
About sales orders with allocations
About links between sales orders and purchase orders
Create a sales order
Create a sales order with allocations
Create a sales order with reserved allocations
Create a sales order (new)
Add notes to sales order printouts
Create a shipment
Create multiple shipments for one order
Change customer or customer location on sales order
Change the order status
Hide and rearrange columns
Update a column for all order lines
Mark line for purchasing and create purchase order
Print, email or export an order
Process transfer orders
About processing transfer orders
About landed costs for transfers
Create a transfer order
Process a transfer order
Process multiple transfer orders
Process shipments
About shipment processing options
Print pick lists for multiple shipments
Print shipment confirmations for multiple shipments
Process a back order for a sales order
Create multiple shipments for one order
Add shipment lines that are not in a sales order
Cancel shipments
Process returns
About predefined order types for customer returns
Process returns for credit (RC)
Process cash returns (CR)
Process returns with replacement (RR)
Process authorised returns (RM)
Create multiple shipments for one order
Sales windows
Sales windows - overview
Create transfer orders (SO509000)
Customer invoices (SO303000)
Order types (SO201000)
Print/email orders (SO502000)
Process sales invoices (SO505000)
Process orders (SO501000)
Process shipments (SO503000)
Order confirmation (SO64111S)
Order confirmation, right address (SO64118S)
Quote, right address (SO64108S)
Reprint invoices (SO50501S)
Sales invoices history by item (SO40104S)
Sales by item and customer (AR40103S)
Sales invoices - overview (AR40104S)
Sales order history by item (SO40102S)
Sales shipment history by item (SO40103S)
Sales orders (SO301000)
Sales orders (SO30100S)
Sales order list (SO40101S)
Sales order preferences (SO101000)
Shipments (SO302000)
Shipment confirmation allocation (SO64201S)
Shipping terms (CS208000)
Shipping zones (CS207510)
Sales reports
Sales reports - overview
Carrier labels (SO645000)
Invoice (SO643000)
Order register (SO612000)
Pick list (SO644000)
Quote (SO64101S)
Sales order details by customer (SO611000)
Sales order details by item (SO611500)
Sales order summary (SO610500)
Shipment confirmation (SO642000/SO64200S)
Shipment details by customer (SO621000)
Shipment details by item (SO621500)
Shipment register (SO612500)
Shipment summary (SO620500)
Supplier ledger
Process purchase invoices
Enter an invoice in the base currency
Enter a foreign currency invoice
Enter an invoice based on purchase receipts or purchase orders
Find a particular invoice
Pay an individual purchase invoice
Correct a purchase invoice
Reverse an invoice
Release purchase invoices
Approve purchase invoices for payment
Create a purchase invoice in the general ledger
Preview purchase invoice attachments
Register purchase invoices to projects
Create a purchase document
Create a purchase document with Approval
Create a purchase credit note for an existing purchase invoice
Create a purchase credit note
Create an invoice with landed costs
Recurring invoices and schedules
Generate a recurring invoice
Generate recurring supplier transactions
Create a schedule for recurring invoices
Schedule a recurring invoice
Post documents to the general ledger manually
Check activation of Approval license
Set Release document from Approval as the default action
Override Send to Approval as the default action
Run ageing reports
About support for expense reclassification
Process payments
About supplier ledger payment processing
About credit adjustment processing
Notifications in processing of payments
Prepare payment of supplier documents
Process payments with deviations
Fix a payment request with an error
Remove failed payments or payment batches
Process automatically invoices and credit notes where amount to pay is zero
Update payment document with document preview
Edit a supplier during payment processing
About the Payment status tab
The Payment status tab
About the scheduler
Create a new schedule
Void a payment
Make a non-active AutoPay agreement active
Process one payment
Process several payments
Create batch payments
Create a supplier ledger payment
Export batch payments
Create outgoing payments
Match a credit note before payment with AutoPay
Approve payments in AutoPay
Send outgoing payments to AutoPay
Send outgoing refunds to AutoPay
Process prepayments
About prepayment processing
Enter a prepayment
Void a prepayment request
Void a prepayment
Enter a refund for a prepayment
Track prepayments to suppliers
Apply a prepayment to invoices
Unapply a prepayment
Invoice inbox
View invoices
View invoice details
Correct invoices with errors
Process new invoices from AutoInvoice
Update supplier details
Rematch invoices with unrecognised supplier details
Ignore supplier validation
Create a new supplier for a blocked invoice
Connect a supplier to a blocked invoice
Change the default action for the Invoice inbox
View invoices in the Invoice inbox - overview
Suppliers
About supplier defaults and overrides
Create a supplier
Create a customer from a supplier
Add general information for a supplier
Add payment settings for a supplier
Override Send to Approval as the default action for one supplier
Create a supplier class
Set a supplier class as default
Change the VAT zone for a supplier class
Enable supplementary VAT reports
Activate RF-1301 reporting for a supplier
View supplier balances
Set up mailings for suppliers
Track payments to suppliers
Set the financial period end date for the VAT period
Close a financial period in Supplier ledger
Supplier discounts
Maintain supplier discounts - overview
About supplier discounts in Visma Net
About Supplier discounts and series for discounts
About types of supplier discounts
About the order of supplier discount application
The principles of supplier discounts
Calculate document-level supplier discounts with tiers defined by amounts
Calculate line-level customer discounts for tiers defined by amounts
Calculate prorated supplier discounts
Supplier discount series
Create discount series (AP205000)
About Supplier discount codes
Define supplier discount codes
Apply discounts to extended cost or unit cost
Supplier price lists
Manage supplier prices
Maintain and review supplier prices
Create a supplier price worksheet
Calculate pending supplier prices for items
Supplier ledger windows
Supplier ledger preferences (AP101000)
Approval document history (AP40104S)
Approval document line history (AP40105S)
Approve invoices (Approval) (AP50200S)
Approval Inbox (AP502010)
Approve purchase invoices for payment (AP502000)
Batch payments (AP305000)
Change supplier details (AP50107S)
Close financial periods (AP506000)
Create batch payments (AP505000)
Payment terms (CS206500)
Export batch payments (AP50560S)
Generate VAT purchase debit notes (AP504500)
Generate recurring transactions (AP504000)
Invoice Inbox (AP50604S)
Invoice inbox - overview (AP40106S)
Invoice Inbox rules (AP206000)
Manual payments (AP30200S)
Non-stock items (IN202000)
Payment info from AutoPay (AP50550S)
Prepare for closing (AP50700S)
Process payments (AP50301S)
Purchase invoices (AP301000)
Purchase invoices pending payment (AP403000)
Purchase invoices - overview (AP40103S)
Recurring transactions (AP203500)
Release landed costs from purchase invoices (AP506500)
Release supplier documents (AP501000)
Restriction groups by supplier (AP102010)
Supplier access (AP102000)
Supplier classes (AP201000)
Supplier details (AP402000)
Supplier list (AP40101S)
Suppliers (AP303000)
Supplier discount codes (AP204000)
Supplier discounts (AP205000)
Supplier history summary (AP406000)
Supplier locations (AP303010)
Supplier payments (AP302000)
Supplier prices (AP202000)
Supplier price worksheets (AP202010)
Supplier summary (AP401000)
Supplier VAT zone deviation (AP40102S)
Validate supplier balances (AP509900)
Approve supplier payment details (AP50950S)
Supplier ledger reports
Aged outstanding (AP631500)
Aged outstanding (currency) (AP631600)
Aged past due (AP631000)
Aged past due MC (AP631100)
Aged period sensitive (AP630500)
Balance by GL account (AP63200S)
Balance by supplier (AP63250S)
Balance by supplier (currency) (AP63300S)
Batch register suppliers (AP62050S)
Batch register suppliers (detailed) (AP621000)
Cash requirements (AP61200S)
Payment register (AP622500)
Purchase invoices pending payment (AP611500)
Supplier documents register (AP621500)
Supplier documents register (detailed) (AP622000)
Sent payments (AP61300S)
Supplier profile (AP655500)
Supplier history (AP652000)
Supplier summary (AP65500S)
Supplier history summary (AP652100)
Supplier specification (AP65200S)
Unreleased supplier documents (AP656000)
Unreleased transactions (AP610700)
Unreleased transactions (detailed) (AP610500)
Time and expenses
Set preferences for Time and expense
About Employees
Process expense claims
About expense receipts
Create an expense receipt
About expense claims
About processing expense claims
Create an expense claim
Generate expense claims
About expense claim approval
Approve or reject expense claims
About expense claim release
Release expense claims
Release expense claims
Invoice expense claims
Approve expense receipts
Reporting of time
Create an employee
Create employee classes
Add an employee cost
About time cards
Create employee time cards
Release time cards
Register time on a project
Time and expenses windows
Invoice expense claims (EP502000)
Type of hours (EP102000)
Employee time activities (EP307000)
Employee time card (EP305000)
Employee time cards (EP406000)
Expense claim (EP301000)
Expense claims (EP301030)
Expense claim status (EP40460S)
Expense receipt (EP301020)
Expense receipts (EP301010)
Expense receipt inbox (EP50605S)
Missing time cards (EP40480S)
Release expense claims (EP501000)
Expense inbox (EP50604S)
Release time cards (EP505010)
Time analysis per department (EP40470S)
Time and expenses preferences (EP101000)
Time card status (EP40450S)
Time and expenses reports
Expense claim details (EP613000)
Expense claim details by department (EP614010)
Expense claim details by employee (EP614020)
VAT
About VAT settings
Set up calculation
Set up VAT calculation
About prerequisites and preparation
Manage taxes
About VAT settings
Create a VAT
Create a new VAT rate
Post non-deductible VAT to the same expense account as the purchase invoice amount
Post non-deductible VAT to a VAT expense account
Manage VAT zones and categories
Create a VAT zone
Create a VAT category
Manage tax agencies
About tax agency account setup
Set up a tax agency
Create a VAT invoice
Configure VAT reports
About VAT report configuration
Configure a VAT report
Manage VAT reports
About VAT report preparation
About VAT report release
About operations with VAT reports
Prepare a VAT report for an open reporting period
Prepare VAT report for closing VAT periods
Prepare a supplementary year based VAT report
Reconcile VAT and the general ledger
Prepare an RF-1301 report
Process an RF-1301 report
Report cross-year debit adjustments
Create a VAT adjustment document
Release a VAT report
Process and close VAT periods
Process and send a supplementary year based VAT report
Manage VAT periods
Manage VAT periods
About the setup and maintenance of VAT periods
Configure a tax year
Close the last VAT period
Manage taxable documents
About VAT amount validation in documents
About VAT calculated for documents with cash discounts
Recognition of pending VAT - overview
About recognising the pending VAT on documents
About recognising the pending VAT on payments
VAT windows
AutoReport status (TX50500S)
General ledger transactions with VAT (TX40500S)
Prepare RF-1301 report (TX50200S)
Prepare VAT report (TX501000)
Release RF-1301 report (TX50700S)
Process VAT report (TX502000)
Reporting groups (TX205200)
Reporting settings (TX205100)
VAT (TX205000)
VAT account control details (TX40400S)
VAT account control summary (TX40300S)
VAT adjustments (TX301000)
VAT categories (TX205500)
VAT invoices and adjustments (TX303000)
VAT periods (TX207000)
VAT report details (TX502010)
VAT zones (TX206000)
VAT reports
VAT reports - overview
SAF-T report (TX50600S)
VAT details (TX62051S)
VAT details by general ledger account by date (TX622500)
VAT details by general ledger account by period (TX621500)
VAT report, Norwegian (TX62104S)
VAT summary (TX62100S)
VAT summary by general ledger account by date (TX623000)
VAT summary by general ledger account by period (TX622000)
VAT specification (TX62050S)
Visma Net ERP
Help
Work processes
B2C
Enter contact information for RF-1301
Copy section as markdown
Enter contact information for RF-1301
Go to the
Branches (CS102000)
window.
Click the
Altinn settings
tab.
In the RF-1301 section, enter your contact information.
Click
.
Related pages
Tasks
Process an RF-1301 report
Activate RF-1301 reporting for a supplier
Prepare an RF-1301 report
Report cross-year debit adjustments
Last modified February 19, 2026
..