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CRM & sales

Customer card

Create a sales case

Customer collaboration

Customer financials

Customers

Segment customers and contacts

Customer settings

From proposal to project

Create a proposal

Sales

Sales & Projects

Sales process

Projects

Project card

Project collaboration

Project financials

Project forecast

Project plan

Project settings

Projects

Time & expenses

Approve work hours

Enter absences

Enter work hours

Track your hours with stopwatch

Time & Expenses

Time & Expenses settings

Work hour week view

Schedule & calendar

Calendar

Schedule

Activities

Task kanban

To-do list

Resourcing

Allocate resources

Resourcing

Employee perspective

Resourcing overview

Resourcing permissions

Role based resourcing

Invoicing

Create invoices

Credit notes

Delete an invoice

Create a grouped invoice

Invoice reminders

Invoice settings

Invoicing overview

Pricing

Send invoice as email

Invoicing

Reports & dashboards

Dashboard

Create reports

Dashboard best practises

Personal and shared reports

Report gallery

Report history data

Report KPI's

Report values and filters

Reporting

Target setting

General

Login

Files

Navigation

Release notes

Supported browsers

Customer data import

Data imports

My profile

Security (Network restrictions)

Project fee import

User management

Activate a user

Add a new user

Manage work contracts

Remove a user

User custom fields

User keywords

User management

Working part time

Organization

Business units

Company settings

Financial details

Revenue recognition

Tax rates

Currencies

System settings

Column sorting priority

Network restrictions

Project name display

Quick links

Search settings

Work time, travel expense & product registries

Absence types

Overtime types

Product categories

Registry settings

Time entry types

Travel expense types

Work types

Products

Time & Expenses

Flextime

Travel reimbursements

Work hour entries

Users

Activate a user

Add a new user

Remove a user

User custom fields

User keywords

User management

Pricing

Advanced pricing

Price list

Customer & contacts

Contact keywords

Contact methods

Contact roles

Customer custom fields

Customer numbering

Industries

Market segments

Sales & proposals

Lead sources

Proposal email templates

Proposal statuses

Proposal templates

Sales statuses

Project management

File and link keywords

Phase settings

Project custom fields

Project keywords

Project numbering

Project statuses

Calendar & Tasks

Activity types

Calendar resources

Project task statuses

Project task types

Invoicing

Invoice statuses

Invoice templates

Invoicing defaults

Key performance indicators (KPIs)

KPI creation

KPI usage

Permissions

Activity permissions

Permissions in detail

Permissions

REST API

How to create REST API credentials

Other

Visma eAccounting

Visma Administration integration

Zendesk integration

Movenium integration

Visma Business integration

What is integrated, field mappings

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