Wiki
Forum
Training
You are here: Severa
Table of Contents

Quick Start

FAQ

How do we…

  1. Bring an existing customer database into Severa?
  2. Use case pricing (including fixed, variable and recurring costs)?
  3. Export or share data?
  4. See what hasn't been billed yet?
  5. Create Power reports?
  6. Add banking and contact details to invoices?
  7. Save and close work hours?
  8. Modify or delete dashboard content?
  9. Upgrade Severa?
  10. In which languages is Severa offered?

See all

Video library

Help videos
get started
Getting started with Severa (3:48)
Upgrade Severa 3 (2:03)
Quick overview videos

Overview (0:45)
Project management (1:00)
Time Tracking (1:06)
Billing (0:55)
Reporting (0:56)

Help

  1. Overview
    1. Dashboard
    2. Navigation
      1. Top menu
      2. Breadcrumbs
      3. Sidebar
  2. Accounts and contacts
    1. Adding accounts and contacts
    2. Managing accounts and contacts
  3. Cases
    1. Customer cases
      1. Sales cases
      2. Project cases
      3. Adding customer cases
      4. Managing customer cases
    2. Internal cases
    3. Exporting and printing cases
  4. Work time
    1. Reporting work and travel time
    2. Reporting vacation and sick leaves
  5. Invoices
    1. Creating invoices
    2. Managing invoices
      1. Itemizing invoices
      2. Changing payment details
      3. Changing other details
      4. Changing the invoice status
    3. Monitoring the invocing status of cases
    4. Printing invoices
    5. Exporting invoices
  6. User management
    1. Access right profiles
      1. Creating and managing access right profiles
    2. Users
      1. Adding users
      2. Managing users
  7. Settings
    1. Company-wide settings
      1. Organization settings
      2. Account and contact settings
      3. Case settings
      4. Work time and travel settings
      5. Invoice settings
    2. User settings
      1. Managing personal information
      2. Changing your password
  8. Searching
    1. Quick search
    2. Advanced search
      1. Creating advanced searches
      2. Managing advanced searches
      3. Search example

Glossary

 
severa.txt · Last modified: 2010/05/20 12:17 by cgroessl