Supplier transaction processings

The following processings are available from the Supplier transaction table:

Attach documents

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

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

Cancel matching

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.

Note:

You can define which users can run the processing. You do this on the Access management page by selecting the specific access group and the Supplier transaction table. On the Processing tab, select Execute.

Starting the processing

Select the Supplier transaction rows you want to process.
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.

Currency correction

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, Customer transaction and Capital asset tables.

Starting the processing

Select the Supplier transaction rows you want to process.
In the Processing menu, select Currency correction.
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.

Send self-employed supplier report

This processing is used to send a self-employed supplier report to Visma.net AutoReport.

For further information, see: Sending a self-employed report