Recalculating the general ledger balance in Visma Net is an important step to ensure that the accounting is consistent with actual transactions. Here is a simple and clear guide on how to carry out this process.
Important: During the recalculation process, which can take several minutes, you should not perform any transactions.
Log in to Visma
Start by logging in to your Visma Net account and navigate to the accounting module.- Navigate to the recalculate general ledger balance routine
Click through to the routine. - Select period
Indicate the accounting period to be recalculated. - Start the recalculation
Click on the "Recalculate General Ledger Balance" button. The system will start the process and update the balances for the selected accounts and period. - Confirm the result
After the recalculation, review the balance to make sure everything is correct by checking reports. If something looks wrong, check the settings or contact support.
Frequently asked questions and answers (FAQ)
Q: What do I do if there is a difference between UB and IB?
Answer: If there is a difference between UB and IB in the balance sheet, it may be necessary to recalculate the general ledger balance to correct this.
Q: Can I make transactions during the conversion?
Answer: Primarily you usually need to recalculate ledger 1, but check your reports to see if other ledgers are also affected.
Answer: No, it is important that you do not make any transactions while the recalculation is in progress to ensure that the process proceeds correctly.
Question: How long does the recalculation take?
Answer: It depends on the amount of data, but usually it only takes a few minutes.