Using Visma with LAFT Rental
In the rental module in LAFT, there are two different ways you can transfer invoice data to Visma; via flat file, or via Web Service. Use of flat file is included in the subscription to the rental module, while connection via Web Service is an additional service. Here we show what must be in place before you can use the different solutions.
Table of Contents
Flat file
Setup
Regardless of which solution you choose, there are a few things that need to be in place first.
To transfer the correct invoice basis to Visma via flat file, the following information must be entered into LAFT, and this must match what you already have in Visma:
- Client ID
- Product codes (item numbers) for rent and any rent supplements
- Complete personal identification number/D number of all tenants
To enter all this information into LAFT, you will be sent one of our import files from your contact person. Please contact support@laft.io if you would like an import file sent to you, or download it here .
If you need to add something manually later, you can read here how to do it.
Client ID:
To add a client ID, go to Settings in the rental module and select the "Invoicing" tab. Then scroll to the very bottom of the page to "Here you can create new client IDs." Fill in the ID and description and click "Add new."
Product codes:
Product codes are also located in the "Invoicing" tab in Settings in the rental module. If you scroll down the page a little, you will get an overview of all product codes that have already been entered into the system, and you can add new ones under this table. Enter the product code that matches the item number in Visma and a description, for example "Power". Then click "Add new". When you are going to use this product code as an addition to a rental agreement, you must first edit the rental object and retrieve it there, before adding it to the current rental agreement. Alternatively, you can link all product codes to rental objects via the page for Administration of rental objects:
Use:
Once you have entered all the necessary information from Visma into LAFT, you are ready to start sending invoices. See separate instructions for how to invoice in LAFT .
Web Service (integration)
For those of you who want to use Web Service, you must also order setup of this integration from Visma. If you do not have this, contact Visma and request a quote for "ws_fakturagrunnlag". A meeting will then be set up with you, representatives from Visma and representatives from LAFT who will set up the integration.
To transfer the correct invoice basis to Visma via Web Service, the following information must be entered into LAFT:
On rental properties:
- Client ID
- Product codes (item numbers) for rent and any rent supplements
On tenants:
- Complete personal identification numbers of all tenants
- Organization number of organizations
All of these must match the existing setup in Visma.
For Visma Web Service, you can also enter charts of accounts. Each chart of accounts represents an accounting dimension. An accounting dimension must be unique.
NOTE! You only need to enter this if you want the invoice basis from LAFT to override the setup you have for the tenant and/or product code in Visma.
To enter all this information into LAFT, you will be sent one of our import files from your contact person. If you need to add anything manually afterwards, you can read through it here .
Use:
See separate instructions for how to invoice rent in LAFT .
Warning triangles on invoice basis:
If the invoice basis is marked with a red warning triangle, it means that there is missing information on the tenancy/tenant, which in turn means that it will not be able to be transferred to Visma. If you hover your mouse over this triangle, you will see information about what is missing, and if you click on it, you will be given the opportunity to enter the missing information. Once you have done this, the warning triangle will disappear and the invoice basis is ready for transfer.
If you try to transfer invoice data and for some reason it fails, you will find it under "Invoice data with error messages". Here you can see the reason why it failed. Once this has been corrected, you can transfer the invoice data.
Under "Previous transfers" you can see reports based on invoices that have been sent to Visma.
Overview of fields in LAFT vs. Visma Enterprise
Private person
The green squares below indicate which fields can be entered for a private person that will be visible in Visma:
- Birth number
- Reference (contact information)
- External reference
- Profile in financial system
Organization
The green squares below indicate which fields can be entered into the organization that will be visible in Visma:
- Organization number
- External reference
- Profile in financial system
Visma
When showing more info:
The invoice will look something like this (layout and which fields to include/not include can be managed in Visma):
