CRM 6

• Customers
• Segment customers and contacts
• Customer card
• Customer collaboration
• Customer financials

View all 6

Sales 5

• Sales
• Create a sales case
• Sales process
• Create a proposal
• From proposal to project

Projects 7

• Projects
• Create a project
• Project plan
• Project collaboration
• Project financials

View all 7

Time & expenses 8

• Time & Expenses
• Enter work hours
• Enter absences
• Work hour week view
• Track your hours with stopwatch

View all 8

Travels 5

• Travels
• Enter travels
• Edit, remove and delete travel expenses
• Create travel reimbursements
• Report and approve travel reimbursements

Schedule & calendar 5

• Schedule
• Activities
• Calendar
• To-do list
• Task kanban

Resourcing 6

• Resourcing
• Resourcing overview
• Resourcing permissions
• Role based resourcing
• Employee perspective

View all 6

Invoicing 10

• Invoicing
• Invoicing overview
• Create invoices
• Create a grouped invoice
• Send invoice as email

View all 10

Reports & dashboards 9

• Reporting
• Report gallery
• Create reports
• Report values and filters
• Report KPI's

View all 9

General 22

• Vacation season checklist
• Release notes
• Navigation
• My profile
• Login

View all 22

User management 9

• Activate a user
• User keywords
• User management
• Custom fields for users
• Remove a user

View all 9

Organization 6

• Company settings
• Currencies
• Financial details
• Revenue recognition
• Business units

View all 6

System settings 5

• Search settings
• Project name display
• Column sorting priority
• Quick links
• Network restrictions

Work time, travel expense & product registries 8

• Registry settings
• Work types
• Overtime types
• Time entry types
• Absence types

View all 8

Time & Expenses 4

• Work hour entries
• Absences
• Flextime
• Travel reimbursements

Pricing 2

• Price list
• Advanced pricing

Customer & contacts 7

• Customer numbering
• Market segments
• Custom fields for customers
• Industries
• Contact keywords

View all 7

Sales & proposals 5

• Sales statuses
• Lead sources
• Proposal statuses
• Proposal templates
• Proposal email templates

Project management 6

• Project numbering
• Project statuses
• Project keywords
• Phase settings
• File and link keywords

View all 6

Calendar & Tasks 4

• Activity types
• Project task types
• Project task statuses
• Calendar resources

Invoicing 3

• Invoicing defaults
• Invoice statuses
• Invoice templates

Key performance indicators (KPIs) 2

• KPI creation
• KPI usage

Permissions 3

• Activity permissions
• Permissions
• Permissions in detail

General 1

• Software interfaces

BI solutions 4

• 4Straction Agenda 360
• Bi Book
• Fusor BI
• Power BI

Document handling 4

• DocStarter
• Visma Sign
• Formstack integration
• Google Drive integration

Calendar synchronizations 2

• Google Calendar sync
• Microsoft Exchange sync

Autoinvoice 5

• Maventa integration
• Enable Maventa integration
• Maventa field mappings
• Maventa error handling
• Sending invoices using EN16931 standard

Other 7

• Creamailer
• Jira integration
• Zendesk integration
• Movenium integration
• Visma.net Financials

View all 7

Netvisor 7

• Description
• Implementation and settings
• Registers synchronization
• Data transfer
• Creating an invoice

View all 7

REST API 5

• How to get started with REST API
• How to create REST API credentials
• General REST API Practices
• REST API Technical Description
• Certification: REST API

SOAP API 3

• Severa SOAP API
• How to create SOAP API key?
• SOAP API basics

Other financial integrations 12

• eFina
• Fennoa
• Fivaldi
• Fortnox
• Maestro

View all 12

Visma Business integration 5

• Checklist to complete before installing Visma Business–Severa integration
• Visma Business integration
• What Is Integrated, Field Mappings
• Download Visma Business Severa Integration Software
• How To Update Visma Business Integration To Version 2.0

Visma Global Integration 4

• Checklist To Complete Before Installing Visma Global – Visma Severa Integration
• Visma Global integration
• Download Visma Global Severa Integration Software
• How To Update Visma Global Integration

Videos and webinars 0