How AutoCollect receives information about postings made in Visma Business

This article explains how AutoCollect is notified about postings you make in the accounting system, including payments, credit notes, unmatching, matching, voucher types, and collection voucher types.

Have you received payment from your customer on a claim that is with Amili for collection, or credited the invoice? Then it is important that AutoCollect is informed about this through the system.

Postings against invoice

For AutoCollect to be notified about postings you make – for example payments or credit notes – the following must be fulfilled:

1. The posting must be made with a voucher type that is defined for this use.
   Go to the collection agreement in AutoCollect → Visma Business parameter → Check that the voucher type you use is in the list. Double-click on collection voucher type to verify that the checked options correspond with what the voucher type is used for.
2. The posting must be matched against the invoice

AutoCollect only registers actions made against the specific invoice. Therefore, it is important that the payment or credit note is matched against the invoice – not just left open in the customer ledger.

3. The payment must have been received after the invoice was sent to AutoCollect.
   If the payment was not updated in the voucher registration when the invoice was sent to AutoCollect, it is not certain that AutoCollect will be notified of the posting made afterwards.
   

💡 Tip: We recommend displaying the Bundle status column in the voucher registration. Here, a value will appear if a payment bundle has not been reported to AutoCollect due to, for example, a system timeout. It is also possible to set a monitoring point for this.

Cancel matching against invoice

Have you matched entries against each other in the accounting system, which you need to cancel? If the relevant invoice has been sent to AutoCollect, there will be a block on this action regardless of whether the claim is still open or not.

It is not possible to cancel matching on entries that are currently being processed in AutoCollect.

If you need to cancel matching on an invoice that is, or has been, with AutoCollect, you must contact us at hjelp@amili.no for assistance.

See also: How to write off an invoice that is with AutoCollect in Visma Business · What happens when you receive settlement from Amili into Visma Business