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Knowledge base
(ENG) Visma Severa
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
See all 8 articles
Invoicing
9
Invoice reminder
How to create an invoice?
Invoice settings
Invoicing overview
Create invoices view
See all 9 articles
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
See all 10 articles
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
See all 6 articles
(ENG) Integrations
Email Integration
1
Email integration
Visma.net Financials integration
1
Visma.net Financials
Autoinvoice integration
1
Autoinvoice integration
Calendar synchronizations
2
MS Exchange / Office 365 Calendar synchronization
Setting up Office 365 calendar synchronization
Document management integrations
1
Visma Severa - Google Drive integration
Ticketing integrations
2
Zendesk Integration
Jira 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
See all 7 articles
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
See all 6 articles
Visma eAccounting integration
1
Visma eAccounting
Visma Lön integration
1
Visma Severa - Visma Lön integration
WebMerge integration
1
WebMerge
(ENG) Visma Severa old user interface
Getting Started
8
Team productivity, how to start using it?
Purchase process of third party integrations
Item import
Login using your Google account
Finding your way around
See all 8 articles
Settings
27
Work hour overview
Contact keywords
Account numbering
Reservations
Invoice numbering
See all 27 articles
Accounts and Contacts
6
How to: Manage accounts and contacts
How to: Document marketing campaigns
Currency
Account import
Time Zones: Greenwich Mean Time (GMT)
See all 6 articles
Cases
17
Team productivity
Revenue
How to: Adjust case completion
How to: Use a case as a template
Edit case members
See all 17 articles
Entries
8
Visma scanner - expense receipts quickly to Severa
Time entries
How to: Enter vacation and sick days
How to: Enter travel expenses
How to: Enter work hours
See all 8 articles
Invoicing
11
How to: Send an invoice
Rounding of invoice and proposal totals
Email invoice as a pdf
Invoice template
Invoice reference numbering
See all 11 articles
Reporting
6
How progress is calculated in cases-report
Mass update tool
Report sharing
Using Report gallery
Combining data of two different reports (i.e. Accounts and Contacts)
See all 6 articles
Add-ons
16
Visma Severa mobile app
CoZone authentication
Security management add-on
Advanced reporting (Add-on)
Advanced pricing (Add-on)
See all 16 articles
FAQ
12
Invoice row sorting order
How to import our existing customer database to Severa?
How does a new work contract affect work hour balance?
How do I match product register between Severa and accounting software?
How do cost centers work in Severa?
See all 12 articles
(ENG) Announcements
Release notes
1
Hotfix and product release processes
(ENG) Visma Severa API
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
See all 11 articles
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
See all 10 articles
Release notes
30
API Release note 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
See all 30 articles
Important information
5
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