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Visma Monipankki- ja Isännöintiohjelman käytön tehostaminen tilitoimistossa

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Visma Monipankki- ja Isännöintiohjelman käytön tehostaminen tilitoimistossa

The main purpose of this thesis was to find out how the client office Ruusukallio could exploit the Visma Nova Multi-Bank Program and Real Estate Management Program better. The aim of the thesis was also to find solutions for those difficulties which were arising during the use of these programs. The first task was to clarify how to establish a new client in a Multi-Bank Program and how statement accounting works. The second task was to clarify how rounding works in the Real Estate Management Program, what is the comparison column of the rent collection book and how the payments are shown in the rent collection book.

The theoretical part of the thesis deals with financial management processes, the accounting company and the property manager and the property manager’s tasks. For this thesis it was also studied the financial management software used in the Ruusukallio office. The author of the thesis was familiarized with this software by studying the user guides of the Visma Nova program. The empirical part of the thesis was executed by testing different kind of solutions with test companies and with housing companies. Testing was realized in the client’s office.

Establishing a new client in the Visma Multi-Bank Program was executed successfully by using the user guides. During the thesis process it was found out that the introduction of statement accounting is not possible because the client doesn’t have the supplement to use statement accounting. Rounding in the Real Estate Management Program was made to work properly through experimentations. The rounding settings were corrected to all of the housing companies. When the rounding was fixed, the program reports were also made correct.

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