Visma e-conomic

What data can be transferred with this integration?

Incoming expenses
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-file and other attachments) will also be transferred and saved on the invoice in Visma e-conomic.
When a customer is created in Moment, it will be immediately transferred to Uni Economy. Any changes on a customer will also trigger a transfer from Moment to Uni Economy.
Fields included: customer name, customer number, customer group (value 1), customer vat code (default value DK), organization number, email, address fields and country code.
When creating a new project, it will automatically be transferred into Visma e-conomic. Any changes on a project will also trigger a transfer from Moment to Visma e-conomic.
Fields included: project name, project number, customer number. All projects will have status "Active".
Not implemented yet

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.
The integration requires that you have enabled the project module in Visma e-conomic.

One-time configuration

    In Visma e-conomic: get your API-key. Please contact Visma e-conomic support for questions if you need help. This API-key must be entered in Moment "Integration setup" page.
    Please add the email address that will receive error messages if something fails.
    You need to activate the project module in Visma e-conomic.
Last modified 1yr ago