Connection between Financial overview, Budget & Forecast and Visma Administration

You can connect Financial overview, Budget & Forecast with Visma Administration 500/1000/2000 (version 2014.12 or later). The connection means:

  • you can start Financial overview, Budget & Forecast from Visma Administration.
  • you can upload accounting data and data about unpaid invoices.
  • you can see the graph Unpaid invoices on the overview .
  • you can, from the income statement or balance sheet, open a document linked to a supplier invoice or a supporting voucher in Visma Administration. This assumes that Spiris Scanner has been used.
  • you can see a monthly KPI report, showing a selection of profitability and liquidity ratios. From this report you can add charts to the overview.

To activate the connection, proceed as follows:

To activate the connection, you must carry out a synchronization. You can do this from Visma Administration.

  1. Open Visma Administration
  2. Choose Arkiv - Inställningar - Företagsinställningar - Min sida/internettjänster.
  3. Enter your e-mail address and password (credentials for Spiris).
  4. Choose Synkronisera.

The Financial overview, Budget & Forecast icon is displayed under the program heading Bokföring in Visma Administration. After the initial synchronization, you can start Financial overview, Budget & Forecast and upload accounts data and data about unpaid invoices to Financial overview, Budget & Forecast from here.

You cannot upload a SIE file containing chart of accounts BAS95 or BAS96.

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.

In Visma Administration, there is a setting to create a voucher for every supplier invoice. This makes it easier when you want to open a document that is linked to a supplier invoice or a supporting voucher.

  1. Open Visma Administration
  2. Choose Arkiv - Inställningar - Företagsinställningar - Bokföring.
  3. Choose Leverantörsfakturajournal in the box En verifikation per affärshändelse.

If you are using Visma Administration version 2015.0 or older, you need to download and install an integration solution in order for the data transfer Financial overview, Budget & Forecast to work. You download it from Financial overview, Budget & Forecast. Every user that will be uploading data to Financial overview, Budget & Forecast, needs to have it installed on their computer.

  1. Open Financial overview, Budget & Forecast
  2. Click on the download icon in the top menu.
  3. Select Ladda ner modul för integration med Visma Administration.
  4. Run the installation.

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