Practice management
Export invoice bases to your financial software
If you work in a locally installed accounting program, you can create the export file directly in Practice management and import it into your accounting program.
You can export to:
- Visma Administration and Visma Compact
- Visma Business
- Visma Global
Prerequisites
- The invoice basis must be approved.
- The customer must have a Postal code and a City.
- Product no must be set on tasks, time activities and outlays.
- If the agency has several legal entities, you can only export invoice bases from the head office's legal entity.
Choose an accounting program
The setting applies to the whole agency and all the agency's customers.
- Go to Settings - Agency settings and the tab Invoicing.
- Select your accounting program under the heading Transfer of invoice basis. The default is No transfer, and then no file is created.
- Select Save.
If you select Visma Administration/Visma Compact, Visma Business or Visma Global afile is created which you can download and import into your accounting program. If you select SpirisBookkeeping & Invoicing the invoice basis are transferred automatically. Read more in Transfer invoice bases to Bookkeeping & Invoicing.
Extra settings for Visma Business
When you select Visma Business, the heading Visma Business export settings appears with four fields. They control which texts and which prodouct number are written into the file.
- Initial invoice text/Added text rows
- Task title
- Activity title
- Product no (Article)
The fields are only shown when Visma Business is selected.
Create the export file
You can export one invoice basis at a time or all approved ones at once.
- Select Invoicing in the main menu
- Select the Invoice basis tab.
-
Select one of the following:
- For a single invoice basis: open the approved invoice basis, click the arrow icon next to Approved and select Transfer to followed by your accounting program.
- For several invoice bases: select Transfer all approved in the list.
Transfer all approved only affects the invoice bases shown in the list. If you want to include them all, select Display all rows first.
The invoice bases get the status Transferred and are moved to theHistory tab.
Where is the file saved?
The file is downloaded to your browser's usual download folder. The format and file name you get depend on the accounting program:
| Visma Administration/Visma Compact | One XML file per invoice basis, for example FU1045_5560001234.xml. |
| Visma Business | An EDI file named ordersr.edi containing all the invoice bases in the export. |
| Visma Global | A CSV file, for example Order1045_5560001234.csv, containing all the invoice bases in the export. |
You can't choose a different folder in Practice management. If the file needs to be in a particular folder, move it there after downloading, or change the download folder in your browser.
Related topics
|
Importera underlag från Time eller Practice management |
|
Transfer an invoice basis manually to the history |
|
|
Transfer invoice bases to Bookkeeping & Invoicing |