Description
The interface allows the transfer of sales invoices and sales ledger from Severa to Visma Nova. The invoice transfer works by setting an invoice status in Severa from which invoices are transferred to Visma Nova. In Severa, click the Download invoices button, and the sales invoices in the Status of invoices to be downloaded? status defined in the settings are directly transferred to Visma Nova. After transferring the invoices, the status of the invoice in Severa is changed to the Status of invoices in Severa after downloading? by clicking Change status. The customer and product registry, as well as the sales ledger, are transferred along with the invoice from Severa to Visma Nova.
Things to consider before starting
Licenses WLA and WSR are required in Visma Nova
The customer must have Visma Nova version 8.0
Activation of the Visma Nova interface in Severa can be done by the main user through the gear icon: Subscription > Integrations > Visma Nova
If you open a .CSV file with Excel, ensure that the content of the file does not change. In some situations, Excel changes, for example, the value 11.5 on the invoice line to a date (november 5th).
Implementation
Edit/add the sales accounts you use in Visma Nova to Severa
Go to Gear icon > Settings > Organization > Chart of accounts
Enter the name and number of the sales account. The sales account number must match the sales account number defined in Visma Nova.
Define all sales accounts in use in Visma Nova
You can select the default sales account for work hours, travel expenses, and products by selecting Use as default
Edit/Add the cost centers you use in Visma Nova to Severa
Go to Gear icon > Settings > Cost centers
Enter the name and number of the cost center. The cost center number must match the cost center number defined in Visma Nova.
Define all cost centers in use in Visma Nova
Set the default cost center by selecting Use as default
Edit/Add the products you use in Visma Nova to Severa. If you wish, you can use the default code for all products, leave the products undefined and move to the next section. In this case, the products will be transferred to Visma Nova with the default code
Go to Gear icon > Settings > Work time, travel expense & product registries > Regular products
Enter the name, code, and other details for the product and select the sales account to be used (you can also define other details for the product if you wish). The code must match the product code in Visma Nova.
Define all products in use in Visma Nova
Edit/Add the work types and work type codes you use in Severa to Visma Nova as a product
Go to Gear icon > Settings > Work time, travel expense & product registries > Work types
Add all work types and codes in use in Severa to Visma Nova as a product
Edit/Add the travel expenses and travel expense codes you use in Severa to Visma Nova as a product
Go to Gear icon > Settings > Work time, travel expense & product registries > Travel expense types
Add all travel expenses and codes in use in Severa to Visma Nova as a product
Set default sales accounts for products, work types, and travel expenses. By default, the default sales account is used.
Change the bank account number to IBAN format. Click the gear icon > Settings > Organization > Bank accounts. Edit the bank account number to IBAN format if necessary.
Create invoice statuses in Severa from which invoice data is downloaded.
Go to Gear icon > Settings > Billing > Invoice statuses
Add invoice statuses from which invoices are sent to Visma Nova and the invoice status to which invoices are changed after the transfer
Finalize the integration settings on Severa's Data Transfer page. Click the gear icon > Tools > Data transfer > Visma Nova and select the Settings tab
Define the invoice status code that determines how invoices are classified in Nova (1 = normal, 2 = Cash, 3 = Collection, 4 = Interest invoice)
Set the default code for the product. The default code must also be added to Visma Nova's product registry.
Select the status from which invoices are transferred to Visma Nova in the Status of invoices to be downloaded? dropdown menu
Select the status that invoices receive after the transfer in the Status of invoices in Severa after downloading? dropdown menu
Finally, Save the settings
Creating invoice data
1. Create an invoice in Severa
2. Change the invoice status to Waiting for transfer to Visma Nova
3. Go to Gear icon > Tools > Data transfer > Visma Nova and select Download invoices
4. Save the CSV file to your computer
5. Upload the invoice data to Visma Nova
6. Change the status of the invoices you uploaded by clicking Change status
Which fields are transferred from Severa's invoice to the invoice data?
Information transferred from the invoice:
Severa | Visma Nova | Character count |
Invoice number | number | |
Invoice date | Date | 8 |
Customer number | customer number | |
Customer name | name1 | 50 |
Customer contact | name2 | 50 |
Address | address | 40 |
Your reference | your reference | 40 |
Our reference | our reference | 40 |
Order number | your order number | 20 |
Payment terms | payment terms | |
Billing contact person | DOES NOT TRANSFER | |
Notes | DOES NOT TRANSFER | |
Free text field above invoice lines | note | 40 |
Free text field below invoice lines | message | 2000 |
Due date | net date |
Information transferred from invoice lines in the background:
Severa | Visma Nova | Character count |
Invoice number | number | |
Product code | code | 30 |
Item | item | 50 |
Quantity | pcs | |
Unit | unit | 5 |
Total sum of invoice lines | amount | |
Sales account code | account | 8 |
Cost center code | cost center | 20 |
Net price in currency | net price | |
Invoice currency | currency | 5 |
VAT % | VAT |
Typical error situations
Information not found: Check that the invoice is in the status Waiting for transfer to Visma Nova. If the invoice has been directly transferred to the Sent status after creation, the integration cannot find the invoice for transfer.