Customer transaction processings

This processing is used to upload documents and connect them to your transaction.

You add documents from My files. You can also add the files directly into the Attach documents dialog by using drag and drop. The documents are added to the records with the same voucher number. You can also split, merge or delete documents. Different parameters can be selected depending on from which table you execute the processing. You can also view your files from this dialog.

Starting the processing

1. Select the Customer transaction rows you want to process.
2. In the Processing menu, select Attach documents.
3. Select the My files tab in the dialog.
4. If needed, upload your file using drag and drop.
5. Select the document, click Attach and finish by clicking Done.

This processing is used to cancel matching for selected transactions, and rematch the entries.

If you have incorrectly matched some entries, you can use this processing to cancel the matching and then re-match the entries correctly.

Starting the processing

1. Select the Customer transaction rows you want to process.
2. In the Processing menu, select Cancel matching.

The processing results in the following:

• The Outstanding amount is reset to the amount entered.
• The content in the Paid last and Credited amount fields is cleared.
• The Paid status is set to 1 - Fully open entry
• The transactions are copied to the table with open entries.
• The associated rows in the table with matched transactions are deleted.

This processing transfers and recomputes selected rows and creates transactions in the Currency correction data table for further action later on.

The processing is also available from the General ledger transaction, Supplier transaction and Capital asset tables.

Starting the processing

1. Select the Customer transaction rows you want to process.
2. In the Processing menu, select Currency correction.
3. Make settings in the dialog.

Option	Description
Value date	The date for the currency correction. This date determines the correction exchange rate which will be used from the Currency correction data table.
Delete all rows for the account type in the "Currency correction data" table	All existing rows in the Currency correction data table will be deleted.

See also: Currency correction and Currency correction data

This processing is used to display information that Visma AutoCollect has stored about the selected entry.

For invoices that have been sent to Visma AutoCollect (where the Debt collection ID field has a value), the processing displays a window with all available information from Visma AutoCollect. The window can be left open and will be refreshed when moving between rows.

Starting the processing

1. Select the Customer transaction rows you want to process.
2. In the Processing menu, select View debt collection details.

This processing is used to display payment details for incoming payments imported from Visma.net AutoPay.

For incoming payments (customer transactions) imported from Visma.net AutoPay, the processing displays a window with all payment details. The window can be left open and will be refreshed when moving between rows.

The payment information is retrieved from the File data field in the Visma.net AutoPay log table.

An internal reference used by the system to find the payment, is placed in the AutoPay payment reference field in the Customer transaction table.

Starting the processing

1. Select the Customer transaction rows you want to process.
2. In the Processing menu, select View payment details.