Reset company

• Disable the synchronisation to Visma Webshop

This is done under Settings - Company settings - Basic settings.

• Disable the synchronisation to Zettle by PayPal

This is done from Apps and extensions in the menu on the left, under Zettle by PayPal click on Inactivate.

• Export the registers you want to keep (read more in Import or export records (CSV file)).
• Articles
• Customer register
• Supplier register
• Cost centre register
• Chart of accounts
• Export a SIE file if you want to keep your ledger posts.
• Print unpaid sales invoices if you use the cash accounting method.
• Unlinked images will still be available from Source document images after the reset. Linked images will be unlinked and saved in the same location.
• Apply for ROT and RUT from Skatteverket for paid sales invoices.

• If you have created your own settings or templates for any of the following, this needs to be added again after the reset:

  • Accounting templates
  • Fixed assets ledger settings
  • Sales VAT and ledger settings

  Standard settings and templates are added after reset.

• If you use the extension Quotes and Orders, complete quotes and orders that are in progress or print or save them as PDFs.

• If you use Payroll or Own salary, complete the ongoing pay run and print or save the payslips as PDFs.

• Record your account number and IBAN for the operating account, as well as the number of the latest sales invoice you have created, so that you can easily fill this in again after the reset.

• Import registers
• Import the SIE file
• Enable integration to Visma Webshop
• Set up integration to Zettle by PayPal
• Add fixed assets
• Add accounting templates
• Add fixed assets ledger settings
• Add sales VAT and ledger settings
• Add allocations

If you import a SIE file, future allocations must be added. Remaining amount need to be adjusted. To add allocations, open the imported journal entries.

• When using cash accounting you can add your unpaid sales and purchase invoices as new invoices.
• If you use the extension Quotes and Orders, recreate the quotes and orders that you had in progress before.

• If you use Payroll or Own salary, readd the employees and fill in the correct entry value.

If you import a SIE file and use accrual accounting the payments of the invoices will be registered on account 1510/1518 and 2440/2448 depending on what ledger account you have been using. Go to Account analysis to verify what account the accounts receivable and accounts payable are registered on.

If you have other integrations, you may need to ask your integration partner to reconnect to the new database.

1. Select Settings - Company settings - Basic information.
2. Select Reset.

To carry out the reset, you must enter your spiris.se password.