How do I match product register between Severa and accounting software?

When using a financial integration where invoices are transferred from Severa to the 3rd party software, it is possible to match the products in Visma Severa to the products in the accounting software.

In Visma Severa products are actually divided into three categories: Work types, Products and Travels. Normally all these are matched to the product register of the third party software.

It is common that for example sales account and other related information is set for each product in the accounting software product register. When invoice is transferred from Visma Severa to the accounting software each invoice row gets correct accounting information because of the matched products. Behind every invoice row a code is transferred and matched to product number.

Work types

In Visma Severa go to Tools > Settings > Work types. Edit each work type and enter a code. The code should be the same as the matching product number in the other software. If in the other software there is only one product for work hours, you can enter the same number/code for each work type in Severa. This means that all work hours are registered for the same product regardless of work type.

Products

In Visma Severa go to Tools > Settings > Products. Edit each product and enter a code. The code should be the same as the matching product number in the other software.

Travel expenses

In Visma Severa go to Tools > Settings > Travel expenses. Edit each travel expense and enter a code. The code should be the same as the matching product number in the other software.


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