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 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

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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 9

• Team productivity, how to start using it?
• Purchase process of third party integrations
• Item import
• Login using your Google account
• Glossary

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Settings 27

• Work hour overview
• Contact keywords
• Account numbering
• Reservations
• Invoice numbering

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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)

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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

Release notes 1

• Hotfix and product release processes

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

Visma Severa REST API 1

• Visma Severa REST API documentation