Import of Transactions

You can start import of transactions in two ways.

1. Click on the search icon in the upper right and write "Visma Expense transactions". Under "Pages and tasks" select "Visma Expense transactions.
2. From a journal, under menu option Home, click "Import travel and expenses". Which journal to use depends on the "Post to" field in the setup:
   • Project: Use the project journal.
   • Finance or Finance and project: Use the general journal or the project G/L journal.

If you run the action from a journal that does not match the "Post to" field in the setup, you will get an error message telling you which journal to use.

You will get a window with options for the import.

1. Select the date interval you want to import from.
2. You get a list of transactions. You can filter the list if you only want to import a selection. When you are satisfied, choose "Copy to journal" under Actions in the menu.
3. If you ran the action from a journal, the transactions will be placed in the journal you imported from. If not, the journal from the setup is used. Review the journal and then click post to post the journal.