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Import payroll transactions in Business Central

This guide shows how to import payroll transactions from Visma Payroll to Business Central and transfer them to general journal for posting.

Start the import​

1. Open general journal​

  1. Search for "general journals" in Business Central
  2. Select the general journal you want to import payroll transactions to

2. Start import process​

  1. Select "Payroll" in the menu
  2. Click "Import Payroll Transactions"
External service

Leap Visma Payroll Import uses Visma Payroll's API to retrieve data (external service). If you get the message "The extension Leap Visma Payroll Import from LEAP IT AS is sending a request to an external service. Do you want to allow this request?", select "Always allow".

Select Visma payroll run​

The screen "Select Visma payroll run" shows a list of payroll runs from Visma. Here both new and historical payroll runs are shown.

Actions in the list​

IconDescription
SearchSearch for data in the list of payroll runs
EditOpens payroll transactions for the selected payroll run in edit mode
ViewOpens payroll transactions for the selected payroll run in view mode
UpdateLooks for new data in Visma and updates the list of payroll runs
Move to new"Move to new" changes the status for selected payroll runs from Imported to New
Move to imported"Move to imported" changes the status for selected payroll runs from New to Imported

Filter options​

FilterDescription
NewShows new payroll runs from Visma that should be processed in Business Central
ImportedShows all payroll runs that have previously been transferred to general journal
AllShows all payroll runs from Visma. This includes new as well as payroll runs that have been transferred to general journal previously

Open a payroll run​

Click on a payroll run to open payroll transactions for the selected payroll run in edit mode.

Process payroll run​

Overview of transactions​

In the screen you now see an overview of the selected payroll run with transactions as they exist in Visma Payroll.

Edit account numbers​

  • Account numbers can be changed directly in the list
  • Such changes update all transactions against the same account in the view
  • The setup is automatically updated so that the mappings are the same for the next import

Change dimension mapping​

To change mapping of dimensions:

  1. Click on "Setup"
  2. Then "Dimension mapping"
  3. This change applies until you possibly change the setup again

Set payment date​

Payment date for the payroll run:

  • If you specify a date in the payment date field, the date will be used as posting date when the payroll run is transferred to a general journal
  • If payment date is not filled out the start date for the payroll period will be used as posting date

Transfer to general journal​

Transfer process​

To transfer the transactions to general journal:

  1. Click on "Transfer"
  2. Then "Transfer to journal"
  3. The transactions are now transferred to the general journal
  4. The general journal can be posted in the usual way