Email integration 0

General 5

• Need help or guidance?
• Using guided tours in Visma Severa
• Login options
• Action history
• Visma Severa mobile app

Customers (CRM) 8

• Customer overview
• Customer card
• Contact information
• Deleting and inactivating a contact
• Sales & projects

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Invoicing 9

• Invoice reminder
• How to create an invoice?
• Invoice settings
• Invoicing overview
• Create invoices view

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User management 1

• User profile

Sales 5

• Sales overview
• Sales case
• Create proposals
• Create project plan from proposal
• Create billing plan from proposal

Projects 10

• Forecasting of project financials
• Fixed fee pricing
• Project overview
• Project card
• Project plan

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Time & Expenses 5

• Time & Expenses view
• Entering work hours
• Work hours weekly view
• Entering travel expenses and fees
• Entering absences

Schedule 5

• Entering new activities
• To-do list
• Activity groups
• Task kanban
• Calendar

Resourcing 4

• About resourcing
• Allocating resources
• Resourcing overview
• The employee perspective

Reporting 3

• Report creation
• Using the Sales status -filter in Cases-report.
• Report gallery

Travel reimbursement 6

• Travel reimbursement settings
• Entering travels and creating travel reimbursements
• Editing, removing and deleting travel expenses
• Reporting and approving travel reimbursements
• Viewing travels on project

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Email Integration 1

• Email integration

Visma.net Financials integration 1

• Visma.net Financials

Autoinvoice integration 1

• Autoinvoice integration

Calendar synchronizations 6

• MS Exchange / Office 365 Calendar synchronization
• Setting up Office 365 calendar synchronization
• Setting up Microsoft Exchange calendar synchronization
• Google Calendar synchronization
• Setting up Google calendar synchronization

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Document management integrations 1

• Visma Severa - Google Drive integration

Ticketing integrations 3

• Zendesk Integration
• Jira integration
• Movenium integration

Visma Administration integration 4

• How to update Visma Administration integration
• Release notes of Visma Administration integration
• Download Visma Administration Severa Integration software
• Severa - Visma Administration integration

Visma Business integration 7

• Checklist to complete before installing Visma Business – Visma Severa integration
• Visma Business integration
• Visma Business: Old Configuration Keys Versus 2.0 Integration Settings
• What Is Integrated, Field Mappings
• Download Visma Business Severa Integration Software

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Visma Global Integration 6

• Checklist To Complete Before Installing Visma Global – Visma Severa Integration
• Visma Global intgeration
• Visma Global: Old Configuration Keys Versus 2.0 Integration Settings
• Download Visma Global Severa Integration Software
• Release Notes Of Visma Global Severa Integration

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Visma eAccounting integration 1

• Visma eAccounting

Visma Lön integration 1

• Visma Severa - Visma Lön integration

WebMerge integration 1

• WebMerge

Getting Started 17

• Team productivity, how to start using it?
• How progress is calculated in cases-report
• Purchase process of third party integrations
• Rounding of invoice and proposal totals
• Item import

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Add-ons 16

• Visma Severa mobile app
• CoZone authentication
• Security management add-on
• Advanced reporting (Add-on)
• Advanced pricing (Add-on)

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Instructions 11

• Visma Severa SOAP API
• Visma Severa API basics
• General API policies
• Getting started with Severa API integration
• How to: Create Severa API key

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Code examples 10

• API code example: AddNewItem
• API code example: Add all day activity
• API code example: Finvoice print (PHP)
• API code example: Getting invoice
• API Code Example: Simple .NET Website

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Release notes 30

• API Release notes for January 2020
• API release notes for October 2019
• API Release Notes For August 2019
• API Release Notes For July 2019
• API release notes for June 2019

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Important information 6

• TSL 1.0 And 1.1 Will No Longer Be Supported After 31.12.2020
• Cost Center And Sales Account Information Empty On Invoice Rows Starting From 6.2.2020 10 PM UTC +2
• Incorrect GUID Through Visma Severa SOAP API 6.2.2020 10 PM - 7.2.2020 5 PM (UTC +2)
• Visma Severa Is Moving Hosting To Azure On 9.11.2019
• A Limit In The Amount Of SOAP Calls Will Take Place 1.7.2016

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Instructions 2

• How to get started with REST API
• How to create client credentials

Release notes 7

• REST API release notes for September 2021
• REST API release notes for August 2021
• REST API release notes for July 2021
• REST API release notes for June 2021
• REST API release notes for May 2021

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