PMI Knowledge base

Generic filters
Exact matches only
Search in title
Search in content
Search in excerpt
Filter by Custom Post Type
PMI Knowledge Base
Article contents

Manual Export AMS – Visma

Please Share Your Feedback
How Can We Improve This Article?

For import of Actual figures from Visma into PMI Planning P&L

It is advised to use the format .csv if possible and otherwise Excel will suffice.

Steps of pulling a Visma report

  1. Regnskap/Accounting
  2. Bilagssøk/Verifications
  3. Hovedbokstransaksjoner/Ledger Transactions
  4. Pick you fields – see picture
  5. Write it all out in Excle format first and…
  6. Delete all balance accounts or simply pick from what accounts you wish to the far right.
  7. Once done save as .csv file and either e-mail to support; or save in specified catalogue on the hotel server.
  8. This should be done once a month once closing of the previous month is completed.


The fields that are to be included are

  • Year
  • Period (1-12)
  • Account
  • Department
  • Name of Account
  • Value = sum of verifications within the period/month

Save as .csv file


    Not needed:

    • Opening balance
    • Closing balance
    • Balance Accounts (1000-2999)