Accounting templates

Formulas and purchase invoices

In Visma eEkonomi Pro, you can work with accounting templates for purchase invoices. For example, you can create formulas to split costs into different cost centres with a percentage.

To upgrade to Visma eEkonomi Pro from within your application, select Apps and extensions - Extensions - Upgrade your program.

Open accounting template settings by selecting Settings followed by Accounting templates in the menu.

To facilitate registration of recurring transactions, you can use accounting templates, which serve as a template when you register other withdrawals and deposits as well as your manual journal entries. To facilitate registration of recurring transactions, you can use accounting templates when you register other withdrawals and deposits as well as your manual journal entries. The advantage of using an accounting template is that it is faster to register a transaction when the right ledger accounts are preselected and there is often even indication as to whether posting should be in debit or credit.

The program contains some default accounting templates. These cannot be changed or removed. You can instead create new accounting templates by copying and editing an existing template. Accounting templates that you yourself created can both be edited and deleted.

Related topics

Add new accounting template
Add accounting template for other deposit
Add accounting template for other withdrawal
Add new ledger account

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