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CRM

Customers

Segment customers and contacts

Customer card

Customer collaboration

Customer financials

Customer settings

Sales

Sales

Sales & Projects

Create a sales case

Sales process

Create a proposal

From proposal to project

Projects

Projects

Project card

Project plan

Project collaboration

Project financials

Project forecast

Project settings

Time & expenses

Time & Expenses

Enter work hours

Enter absences

Work hour week view

Track your hours with stopwatch

Approve work hours

Time & Expenses settings

Travels

Travels

Enter travels

Enter travel expenses and fees

Edit, remove and delete travel expenses

Create travel reimbursements

Report and approve travel reimbursements

Add receipts with Visma Scanner

Schedule & calendar

Schedule

Activities

Calendar

To-do list

Task kanban

Resourcing

Resourcing

Resourcing overview

Resourcing permissions

Role based resourcing

Employee perspective

Allocate resources

Invoicing

Invoicing

Invoicing overview

Create invoices

Create a grouped invoice

Delete an invoice

Scheduled invoicing

Send invoice as email

Pricing

Credit notes

Invoice reminders

Invoice settings

Reports & dashboards

Reporting

Report gallery

Create reports

Report values and filters

Report KPI's

Personal and shared reports

Target setting

Dashboard

Dashboard best practises

Report history data

General

Release notes 2023

Login

Navigation

My profile

Customer data import

Project fee import

Issues with emails sent from Severa

Glossary

Severa mobile app

Files

Data imports

Security (Network restrictions)

Supported browsers

Cookie policy

User management

Activate a user

User keywords

User management

User custom fields

Remove a user

Working part time

Manage work contracts

Add a new user

Organization

Company settings

Currencies

Financial details

Revenue recognition

Business units

Tax rates

System settings

Search settings

Project name display

Column sorting priority

Quick links

Network restrictions

Work time, travel expense & product registries

Registry settings

Work types

Overtime types

Time entry types

Absence types

Travel expense types

Product categories

Products

Time & Expenses

Work hour entries

Absences

Flextime

Travel reimbursements

Users

User management

Add a new user

Activate a user

User keywords

User custom fields

Remove a user

Pricing

Price list

Advanced pricing

Customer & contacts

Customer numbering

Market segments

Customer custom fields

Industries

Contact keywords

Contact roles

Contact methods

Sales & proposals

Sales statuses

Lead sources

Proposal statuses

Proposal templates

Proposal email templates

Project management

Project numbering

Project statuses

Project keywords

Phase settings

File and link keywords

Project custom fields

Calendar & Tasks

Activity types

Project task types

Project task statuses

Calendar resources

Invoicing

Invoicing defaults

Invoice statuses

Invoice templates

Key performance indicators (KPIs)

KPI creation

KPI usage

Permissions

Activity permissions

Permissions

Permissions in detail

REST API

How to get started with REST API

How to create REST API credentials

Other

Jira integration

Zendesk integration

Movenium integration

Visma.net Financials

Visma eAccounting

Visma Lön

Visma Administration integration

Document handling

Formstack integration

Google Drive integration

Calendar synchronizations

Google Calendar sync

Microsoft Exchange sync

General

Email integration

How to take an integration to use?

Visma Business integration

Checklist to complete before installing Visma Business – Visma 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

Download Visma Business - Severa integration software

Visma Global Integration

Checklist To Complete Before Installing Visma Global – Visma Severa Integration

Visma Global intgeration

Download Visma Global Severa Integration Software

How To Update Visma Global Integration

Autoinvoice

Maventa/AutoInvoice integration

Enable Maventa/AutoInvoice integration

Maventa/AutoInvoice field mappings

Maventa/AutoInvoice error handling

SOAP API

Severa SOAP API

How to create SOAP API key

API code example: Add all day activity

API code example: Finvoice print (PHP)

API code example: Getting invoice

API Code Example: Simple .NET Website

API code example: SOAP code

API code example: PHP Soap_call To API

API Code Example: Purchase Invoice Item Import

API Code Example: Update Accounts From CSV-File

How To Connect To Visma Severa API (From Java)

API code example: AddNewItem

Visma Severa SOAP API

Visma Severa API basics

General API policies

Getting started with Severa API integration

How to: Create Severa API key

Visma Severa API Best Practices

What others have done with API

Visma Severa API Questions & Answers

Visma Severa API for Developers

Problems with integration

Code Related Issues With API

SOAP API basics

Videos and webinars