Print destination

The printout will go directly to the printer. The printer dialog box will not appear.

A PDF document will appear directly on the screen.

You can always write to PDF format when you can print to the printer. If you write to PDF, the content will be the same as when printing to printer.

Printing order documents and customer documents (reminders and interest notes)

When you print order documents and customer documents using the "Write to PDF" menu item, the PDF document will appear on the screen. A copy of the PDF document will be created simultaneously in the path that you specified in the "Fax and e-mail path" field in the "System information" table, even if you have not stated that you wish to have a copy under "Fax and e-mail processing" in the Bedriftsopplysninger table.

If the Place copies in separate folders check box is selected under Fax and e-mail processing in the Bedriftsopplysninger table, the PDF document will be saved in separate folders.

If the "TIFF" field is selected under "Fax and e-mail processing" in Bedriftsopplysninger, you will automatically get a copy of the PDF document in both TIFF and PDF format.

If you close the PDF document and click on Avbryt in the approval dialog box for reports which have approval, the copy of the PDF document will be deleted. If you have not closed the PDF document when you click on Avbryt, the copy of the PDF document will not be deleted.

If you select the "Home/Print/Write to PDF" menu item or write to PDF in general, i.e. you select the "PDF" field and select to have a copy under "Fax and e-mail processing" in the Bedriftsopplysninger table and you select a number of copies greater than "1", the PDF document will only contain the original printout. No copies will be written to the PDF document.

When you select the "Home/Print/Write to PDF" menu item, the "Report name" field in the dialog boxes for the PL and balance sheet reports will be greyed out. The field will be greyed out because Visma Business will automatically create a report which is placed in the path you specified in the "PDF path" field in the Bedriftsopplysninger table.

A PDF document will automatically be created which is added as an attachment to an e-mail. The e-mail address will be empty, and you must enter this address yourself.

You can select several rows and click on the "Send e-mail" button. One e-mail will then be created with a PDF document for each row you have selected. If you hold the "Shift" button down and click on "Send e-mail", one e-mail will be created for each row that is selected.

Printing order documents and customer documents (reminders and interest notes)

When you select "Send e-mail", a copy of the PDF document will be created in the path you entered in the "Fax and e-mail path" field in the "System information" table, even if you have not stated that you want a copy under "Fax and e-mail processing" in the Bedriftsopplysninger table. If the "Place copies in separate folders" field is selected under "Fax and e-mail processing" in the Bedriftsopplysninger table, the PDF document will be saved in separate folders.

If the "TIFF" field is selected under "Fax and e-mail processing" in Bedriftsopplysninger, you will automatically get a copy of the PDF document in both TIFF and PDF format.

Merk: The e-mail will be created before you have approved the printout. When you have selected e-mail via the "Delivery methods for documents" dialog box in the "Delivery methods for documents" field in the Bedriftsopplysninger or Aktør table, the e-mail will be created after you have approved the printout.

Merk: This menu choice will only work with Office 2003 or newer. If you have an older version of Office than 2003, Excel will be displayed without the template that you created.

Merk: You must specify the directory where you want to save the Excel templates in the "Excel template path" field in the "System information" table.

Procedure for saving an Excel template

Go to the required layout or table, and click on the "Home/Printout/Print/Design Excel template..." menu choice.Result: Excel will be displayed automatically, and a list appears with all the fields in the layout/table to the right on the screen under "XML source".
Import fields from Visma Business to the Excel template by selecting the cell in the Excel template where you want to place the field, and double-click on the required field, or click the required field and drag it over to the required cell in the Excel template.Result: An Excel template will be created with the same name as the layout/table in the area that you specified in the "Excel template path" field in the "System information" table.Result: The "Excel template name" field under the "Home/Print format/File parameters" menu choice in the layout/table has been automatically completed with the Excel template file name. This means that the template has been automatically linked to the layout/table.
Add any required functionality in addition to the fields in the Excel template.
Save the layout with a new name with the "Design/Layout/Save window layout" menu choice.Result: An Excel template has been linked to the layout, and when you select the "Home/Print/write to Excel" menu choice from this layout, this Excel template is used. The fields must be in the layout; if not the fields will be blank in the printout.

The Excel template does not change language, when you change the language in the "Language" field under the "Home/Texts" menu choice. It retains the language in which it is created.
You can link the Excel template to several layouts in the "Excel template name" field under the "Home/Print format/File parameters" menu choice in the layout.
If you have a layout with two tables, and select two rows, only the first row is printed.

The printout will be opened directly in Excel on the screen. A line with column name is included before the first row. Date format and amount will be correctly updated.

No form is used. This means that an invoice will be printed as "Orders" and "Order lines" with the fields that you see on the screen.

Merk: No approval reports will appear for reports that have approval.

If you have set Copies per page to be greater than 1, the content will be printed to Excel for the number of times that you specified.

One metafile (Enhanced Metafile, EMF) will be exported for each page in the printout. EMF is a standard Windows clipboard format. Using the menu choice "Edit\Office Clipboard", you can paste in the pages you require into Word, Excel or PowerPoint for example.

You can edit the page you have pasted into Word by pointing at it and selecting "Edit Picture" from the menu you bring up by clicking on the right mouse button or the "Edit\Edit Picture" menu item.

The selection will be included when the layout is saved.

Merk: An application with Office Clipboard such as Word, Excel or PowerPoint for example must be started on the computer in order for all the pages to be included on the clipboard. If not, only the last page will be included, because the normal clipboard in Windows can only store one occurrence of each format.

Print to a TXT file, unless you have specified a file type. You must state what the file is to be called and where it is to be saved.

The menu item “Print to File” has the same function as "Shift + Print".

For the "File" option there is a text field for entering the file name. The file name can also be completed by making a selection in the dialog box for the "Search" button. Once you select "File" the insertion point will also be visible in the field for the file name. If you click on the field for file name or on the search button, "File" is automatically selected.