Visma e-conomic

What data can be transferred with this integration?

When an invoice is finalized in Moment, it will be immediately transferred Visma e-conomic. Each invoice will end up as an invoice in Visma e-conomic and then automatically posted in the journal.

Fields included in the invoice: invoice number, invoice description, customer number, project number, invoice date, total amount including vat, financial account number. Attachments The invoice PDF will also be transferred and saved on the invoice in Visma e-conomic.

Important to know

Moment is master for customers and projects. This means that the customer number, project number and invoice number (from Moment) will be transferred and used in Visma e-conomic. Do not change these numbers in Visma e-conomic. Moment will use customer group = 1 in Visma e-conomic, this must exist for the integration to work. As for projects, Moment will use project group = 1 in Visma e-conomic, this also must exist for the integration to work.

This integration requires that you have the Plus, Smart or Advanced package in Visma e-conomic, for the including of PDF as part of the transfer of invoices it must be Smart or Advanced, Plus does not support this.

The integration requires that you have enabled the project module in Visma e-conomic, if this is not enabled, export of projects will fail.

Import of invoices will use journal = 1 in Visma e-conomic, this must exist for the integration of invoices to work.

One-time configuration

  • Visma e-conomic: Activate the project module.

  • Visma e-conomic: Add the Moment integration to your company apps.

    • Click this link, a page will load asking if you want to add the integration.

    The ID copied from this page should be pasted as "Agreement token" in the configuration.

  • Select if the invoice PDF should be included when transferring invoices.

  • Import of expenses

    • A webhook token is displayed. This can be used to configure a webhook in Visma e-conomic. More information on this here.

    • Account codes. Register what accounts an expenses should be on to be imported. If left blank all accounts are imported.

    • Cost types. Register the cost types used in Visma e-conomic that should be imported.

    • Expense activity. Register the name of the activity to be created/used in projects where an expense is imported.

    • Make imported expenses billable. Select to have all expenses set as billable on import.

  • Register an email address that will receive error messages if something fails.

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