Get budget templates

  1. Click Budgeting.
  2. Click   Get templates.
  3. In the Get templates dialog, click the budget templates you want to install.
    TIP: Click the question mark on a template to get more information.
  4. Click Install.
  5. Click the Installed tab at the top to view the installed budget templates.
  6. Click X Close when you are done. The budget templates are now available in the budget templates list.

 

WARNING: Users on our on-premise solution (Visma Business, Visma Global and Visma Administration) will not see the Get templates button. Please follow these steps to find templates:

  1. Click here to download the templates. (You can also find these by clicking Help and search for “Download templates”.)
  2. After you have downloaded the templates, go to Budgeting and click Upload in the upper right corner. Note that multiple reports may be selected for upload.