Financial overview, Budget & Forecast
Upload data
To retrieve data you can either import a SIE4 file or upload data via Bookkeeping & Invoicing
All imports are logged under Settings - Import.
You can decide which users who should be able to import SIE4 files, but the rights to import data from the ERP system are not managed in Financial overview, Budget & Forecast.
Upload data to Financial overview, Budget & Forecast via Visma Advisor Connect (only for accounting agencies)
You can upload data from Visma Administration via Visma Advisor Connect. The data that will be uploaded are SIE4, unpaid invoices and related documents. This upload can also be done from within Visma Administration. Read more in Connection between Financial overview, Budget & Forecast and Visma Administration.
If you use Visma Compact for your customer's bookkeeping, the easiest way to upload a SIE4 file is by sending a file via Visma Advisor Connect.
Upload data to Financial overview, Budget & Forecast via Visma Byråstöd (only for accounting agencies)
If you use Visma Administration or Visma Compact for your customer's book-keeping, the easiest way to upload a SIE4 file is by sending a file via Visma Byråstöd.
Upload data to Financial overview, Budget & Forecast via Bookkeeping & Invoicing
When you use Bookkeeping & Invoicing together with Financial overview, Budget & Forecast, your accounting data is automatically retrieved. They are updated every time a user logs into Financial overview, Budget & Forecast. Do you work in the solution for a long time and want the latest figures without logging out and in again? Just click on Update in the main menu
When logging in Financial overview, Budget & Forecast, the accounting information is automatically updated when a user logs in, whether they have access to Bookkeeping & Invoicing or not. The first time you use Financial overview, Budget & Forecast, all accounting data up to the current date is imported. You will also receive all unpaid supplier and customer invoices and your supporting documents.
If used by an agency in co-operation with a customer, it's the agency that decides what to display to the customer in the solution.Financial overview, Budget & Forecast The setting is done under Settings - Report settings - Display of accounting data in charts and reports. Read more here.
If you have an active integration with Bookkeeping & Invoicing but you want to accounting data from a different source (accounting system or SIE file), go to Settings - Report settings, and mark Other accounting data source. The setting will pause the automated retrieval of accounting data from Bookkeeping & Invoicing and you can import SIE files. You can reactivate the sync by marking the selection Bookkeeping & Invoicing again.
Upload data to Financial overview, Budget & Forecast via Visma Administration
The first time you want to export accounting data from Visma Administration, you must carry out a synchronization. You can do this from Visma Administration.
- Open Visma Administration
- Choose Arkiv - Inställningar - Företagsinställningar - Min sida/internettjänster.
- Enter your e-mail address and password (credentials for Spiris).
- Choose Synkronisera.
The Financial overview, Budget & Forecast icon is displayed under the program heading Bokföring. After the initial synchronization, you can start the solution and upload accounts data and data about unpaid invoices to Financial overview, Budget & Forecast from here.
Manual import of a SIE4 file to Financial overview, Budget & Forecast
If you have received a SIE4 file you can always do a manual import under the Settings tab.
- Start Financial overview, Budget & Forecast.
- Choose Settings - Import.
- Click the Import SIE4 file button.
- Browse to the folder where the SIE4 file is saved, highlight the file and click Open.
The SIE file is processed and uploaded. This may take a few minutes depending on the number of transactions in the file.
