Description
The interface allows the transfer of Severa's sales ledger to Sonet. Customer, product, and sales ledger registries are transferred with the invoice from Severa to Sonet.
The data transfer works by setting the invoice status in Severa, from which invoices are transferred to Sonet's sales ledger. In Severa, click the Upload invoices button, which creates a transfer file from sales invoices that are in the Status of invoices to be uploaded? invoice status defined in the settings.
When the data has been successfully uploaded to Sonet, the invoice status in Severa is changed to the Status of invoices in Severa after uploading? invoice status by clicking Change status.
Danger before starting
Activation of the Sonet interface in Severa with admin rights: Gearicon > Subscription > Integrations > Sonet.
Before implementation, the customer must have an agreement with Sonet.
The integration is supported only in Finland.
Implementation
Edit the sales accounts used in Sonet in Severa
Go to Gearicon > Settings > Organization > Chart of accounts
Enter the sales account name and number. The sales account number must match the sales account number defined in Sonet
Define all sales accounts used in Sonet
You can select the default sales account for work hours, travel expenses, and products by selecting Use as default
You can manage sales accounts centrally through Linking sales accounts
Edit the cost centers you use in Sonet in Severa
Go to Gear icon > Settings > Organization > Cost centers
Enter the cost center name and number. The cost center number must match the cost center number defined in Sonet
Define all cost centers used in Sonet
Set the default cost center by selecting Use as default
Edit/Add the products used in Sonet in Severa, and add the products in Severa to Sonet. If desired, you can use the same code for all products. In this case, leave the products undefined and move to the next point. This way, products are transferred to Sonet with the default code.
Go to Gear icon > Settings > Work time, travel expense & product registries > Regular products
Enter the product name and select Add more, or edit an existing product
Enter the product code and select the sales account to be used (you can also define other information for the product if desired). The code must match the product code in Sonet.
Define all products used in Sonet
Edit/Add the work types and work type codes you use in Severa to match the products in Sonet. Work types help allocate hours on the invoice to Sonet's product registry.
Go to Gear icon > Settings > Work time, travel expense & product registries > Work types
Add codes to all work types used in Severa, targeting them as products in Sonet
Edit/Add the travel expenses you use in Severa to match Sonet's travel expense registry. The travel expense codes must be the same in Severa as in Sonet.
Go to Gear icon > Settings > Work time, travel expense & product registries > Travel expense types
Add codes to all travel expenses used in Severa, targeting them to Sonet's travel expense registry
Change the bank account number to IBAN format. Go to Gear icon > Settings > Organization > Bank accounts. Check the bank account(s) used by the company and edit the bank account number to IBAN format if necessary.
Add/Edit VAT codes to match Sonet's VAT rate codes
Go to Gear icon > Settings > Organization > Tax ratesCheck and edit the tax codes to match Sonet's VAT rate codes if necessaryFor example, 0 = tax-free sales and 1 = sales 24%
Create invoice statuses in Severa from which sales invoice data is uploaded to Sonet.
Go to Gear icon > Settings > Billing > Invoice statuses
Add new or edit existing invoice statuses
Set the invoice statuses in the integration settings by going to the data transfer page.
Go to Gear icon > Tools > Data transfer > Sonet > Settings tab
Invoice status in Sonet: Set the status that invoices receive in Sonet. Options: Not yet approved/Approved/Approved and partially paid/Approved and paid.
Default code for product: Set the default code used for products, travel expenses, and work types that for some reason do not receive the code defined in the settings.
Default code for business unit: Enter the company credential received from Sonet
Invoice status code: Billing type defined in Sonet, max 3 characters.
Select the Status of invoices to be uploaded dropdown menu to Pending for transfer to Sonet invoice status.
Select the Status to which invoices are transferred dropdown menu to Transferred to Sonet invoice status
Finally, Save settings.
Creating invoice data
Create an invoice in Severa
Change the invoice status to Pending for transfer to Sonet invoice status
Go to Gear icon > Tools > Data transfer > Sonet and click Upload invoices
Save the .dat invoice data to your computer
Upload the invoice data to Sonet
Finally, by clicking Change status, the invoice status changes to Transferred to Sonet invoice status
Invoice data details
| Invoice header level | | |
| --- | --- | --- |
| Field/data in Severa | Field in Sonet | Character count/Additional info |
| Invoice number | Invoice number | 6 |
| Invoice type | Invoice quality | 0 = charge invoice
1=credit note |
| Invoice entry date
(invoice settings tab) | Invoice date
Date of entry | 6 |
| Invoice date | Value date | 6 |
| Customer number | Ordering customer
Billing customer
Delivery customer
Customer credential | 10 |
| Reference number | Invoice reference | 40 |
| Our reference | Reference | 40 |
| Notes | Invoice info | 40 |
| Invoice total with VAT | Invoice sum | 10 |
| Invoice currency | Currency code | 3 / e.g. USD=US dollar |
| Exchange rate (from settings) | Exchange rate | 12 |
| Vat number | Business company credential | 11 |
| Customer name | Alphabet word
Customer name 1 | 30 |
| Invoice address | Address 1 | 30 |
| Postal code | Postal code | 10 |
| Postal | Postal | 30 |
| Country | Country name | 30 |
| Invoice language | Language | Invoice language code: 1=finnish, 2=swedish, 3=english,
4=german, 5=french, 6=estonian (define codes in Sonet) |
| | Direct debit/In-house/eInvoice | If the customer has einvoice information in Severa, the invoice is sent as an einvoice.
Otherwise, the invoice is sent as direct debit. |
| Einvoice address | Einvoice address | 20 |
| Einvoice operator code | Operator | 20 |
Invoice rows | ||
Field/data in Severa | Field in Sonet | Character count/Additional info |
Invoice number | Invoice number | 8 |
Invoice row net sum | Row net sum | 13 |
Invoice row VAT share | Row VAT sum | 13 |
Sales account number | Sales account | 10 |
VAT account number | Vat account | 10 |
Invoice row description | Legend | 40 |
Cost center number | Cost center | 15 |
Case number | Case number | 8 |
Product code | Item credential | 25 |
Quantity | Quantity | 10 |
Business unit | Business unit | 3 |
VAT code | Tax rate credential | 1 e.g. 0=tax-free sales and 1=sales 24% |