What's new

In the latest versions of all Visma.net services, we have focused on customer feedback from all markets and paid great attention to improving the end user experience with the goal of further simplifying your work day.

A new and improved version of Visma.net Financials has now been released and we have listed the main highlights below.

Required transaction code on journal transactions

In Visma.net Financials, you can now enter a transaction code before adding lines in the Journal Transactions. As a user, you work with different types of voucher series and transaction codes. This setting will help you remember to choose a transaction code so your data will always be correct and up-to-date.



Beginning balance in the account specification report

Visma.net Financials now calculates the start balance and end balance for each of your accounts, which is included in the summary. This update was created to inform you of when your reports are up and running.


Visma.net AutoPay status in the Purchase invoices screen

This new feature allows you to see the payment status of a purchase invoice, which links to Visma.net AutoPay. Clear payment statuses—such as, Not Exported, Exported and Paid—allow for quick and easy status checks. If the invoice has not been processed the status field will remain empty.


Reason for rejection from Visma.net Approval to Visma.net Financials

As a user, you can now view the rejected comments on an Approval line. You do not have to leave Visma.net Financial to get this information. You can simply explore inside of Financial.
A rejection message is shown in the two Explore screens for Approval documents within Visma.net Financials. This benefits you because you can now get the full picture of why a document was rejected.


New columns in the get payment info AutoPay window

Several improvements have been made to the AutoPay window. We have added new fields, Supplier Number, Supplier Name, and Invoice Reference Number. There is also a field with a link that leads to Purchase Invoices. In addition, all of the reference columns have a link that navigates you to the respective transactions.
Another new field is the Handle field, where you can see all of the documents that are rejected but not yet corrected. This gives you a clear view of what is missing. There is also the option for you to see all handled payments.
With this new feature, you will know the original document source and you have direct access to better information on each payment.


Sending debit and credit adjustment documents to Visma.net Approval

This new feature in Visma.net Financials allows you to send adjusting debit and credit documents directly to Visma.net Approval. You can send a credit note and correction notes for internal approval.

Invoice inbox in Supplier ledger

With the Invoice Inbox, you are now able to setup the default processing method, which can be set generally or per individual supplier. The setting can be found on the supplier screen called Invoice processing method or under Account Payable – configuration – Account Payable Preference screen.
With this update, you will see a new button named Validate Manually. You can use this function to remove documents from the error list or Invoice.
You also have a new option to edit information directly on the Inbox grid.
If an invoice is created with an error, it will be updated with that status Validated and as soon as it is corrected or processed in Purchase Invoice. You no longer need to change the status manually in the inbox.

New functions in Purchase Invoice for documents coming from the Inbox

After you create an invoice in the Invoice inbox, there is a new tab called Inbox details, information on this tab shows the original amounts coming from document. You will also see a View Details button that opens the Invoice inbox where you will find details regarding the Invoice document.

On the Purchase Invoice header, you will also find a balance control for the invoices coming from the Inbox.


New columns in cash management preferences

These new features are a time saver. There are two new columns in the Cash Management Preferences window under Default Cast Account Settings. The first is Default cash account for incoming payments and bank transactions import, and the second is Default payment method for process payments. The values that you fill in will lead you to one of the following screens:

  • Reconciliation statements
  • Process bank transactions
  • Import bank transactions
  • Process payments
  • Get payment info AutoPay
  • Bank transactions history
  • Incoming payments history

You will now get a default cash account suggestions when entering in several screens, meaning that you will not need to type in the same information each time.


Tip: Did you know that you can drag and drop a file to Purchase Invoice?

If you do not use Invoice Inbox, and are using Manually Purchase Invoice Registration, save time by attaching a file to the Purchase Invoice. Now you can simply drag and drop the document directly on the Purchase header and the file will automatically be uploaded and attached to the Purchase Invoice.