Last updated: 26.01.2024

Valid from: Opter 2023.12.00

Supplier bill export to Visma e-conomic

Opter has integrations with three different Visma systems, which have different functions. Check which system you are using:

You can export supplier bills from Opter to Visma e-conomic via Visma’s API. Vouchers that correspond to the account coding in Opter are created in Visma e-conomic. The following information is sent to Visma e-conomic in the supplier bill export:

  • Supplier bill number. This is used as a supplier invoice number in Visma e-conomic.

  • Supplier bill date.

  • Due date of supplier bill.

  • Supplier bill account coding.

  • Name of the supplier/subcontractor.

  • Supplier bill as a PDF attachment.

It is not possible to export economic units.

To export invoices to Visma e-conomic, see Exporting invoices to Visma e-conomic .

Step 1: Create an app token in Visma e-conomic

  1. Log into Visma e-conomic with the user account that will be used for the integration.

  2. Open a new tab in the same browser and go to the following address:

    https://secure.e-conomic.com/secure/api1/requestaccess.aspx?appPublicToken=guMP6F2pouqAnevVb0hlJKyKjubXXu4tuq4zsxfh7F41

  3. Follow the instructions and save the app token that was created in a safe place.

Step 2: Create a supplier bill export in Opter

Click on Economy > Supplier bills > Supplier bill export to create a new supplier bill export.

The following fields must be filled in on the General tab:

  • Name: For example, “Visma e-conomic”.

  • Type: Visma e-conomic.

  • Encoding: UTF-8.

  • API token: The app token created in step 1.

Click on to save all changes.

Then go to the Codes tag, select Tax rates from the drop-down list and pair the VAT codes in Opter with the VAT codes in Visma e-conomic. The Name column shows the VAT codes available in Opter. Enter the name of the corresponding VAT code in Visma e-conomic in the Code column.

Free choice of settings

  • If the PDF attachment should not be transferred to Visma e-conomic, type “AttachPdf=false” in the Extra settings field.

  • The payment conditions in Visma e-conomic are automatically matched with the payment conditions in Opter based on the number of due dates, but the payment conditions can also be matched manually by name. Go to the Codes tab and select Invoice payment condition from the drop-down list. The Name column shows the payment conditions available in Opter. Enter the name of the corresponding payment conditions in Visma e-conomic in the Code column.

Step 3: Add the supplier bill export to a supplier bill export group

Click on Economy > Supplier bills > Supplier bill export settings and select “Visma e-conomic” (or the name you gave the supplier bill export) for the groups that should be able to generate an export to Visma e-conomic. A new export group can also be created. Since all supplier bills are to be recorded in the accounts, you should select the export for all export groups.

  1. Click on Settings > Offices and go to the Crediting tab.

  2. Select an export group from the Supplier bill export drop-down list. Click on to save all changes.

  3. Click on to check the new default group.

Step 4: Export to Visma e-conomic

Supplier bill information can be exported from Opter when closing a supplier bill period, or subsequently when it is possible to export entire supplier bill periods but not individual supplier bills.Vouchers are created in Visma e-conomic corresponding to the account coding in Opter.

  1. Click on Economy > Supplier bills > Supplier bills.

  2. Right-click on a supplier bill period and select Export.

  3. Click on Export and send.

The number of supplier bills to be exported and the number of supplier bills exported are displayed, as well as a progress bar. Individual supplier bills cannot be exported retrospectively.

See also