PMI Knowledge base

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Accounting system

Manual Export AMS – Visma

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 Regnskap/Accounting Bilagssøk/Verifications Hovedbokstransaksjoner/Ledger Transactions Pick you fields – see picture Write it all out in Excle format first and… Delete...

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Data elements required from AMS

The table below shows the PMI data elements required for PMI Planning module. Corresponding data elements must be identified and included in the export routine that is to be set up in the accounting management system (or ledger/ERP). The extract only needs to include P&L accounts – balance sheet accounts are not used in PMI Planning. Please...

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