Access rights

Access rights define what information people see in Visma Severa. There are four default Access rights profiles, and every employee is assigned a profile. Through Tools > User management, an employee's page can be opened and in the Access rights section, profile can be changed or the rights of that employee can be customized from the basic profile. Please see the Access rights profiles article for more information.


An Account is a record of an ongoing relationship. In Visma Severa, Accounts are used to represent your own organization as well as customers, contractors and business partners whose information you would like to have on file. Accounts can have multiple Contacts, multiple addresses and multiple Cases associated with it.

Account grouping

Account grouping is a way to identify, classify and categorize accounts for marketing and reporting purposes. Also known as Market segmentation when accessed through Tools > Settings.

Active user

An active user is a person who currently has a valid user seat license for access to Visma Severa. Administrators can view active users through Tools > User management, and can increase or decrease the number of user seats through Upgrades > Adjust features.


Activities are tasks, assignments or events that require attention. For example, activities can be calls, deadlines, meetings or holidays. Activities have an Owner and Participants, and can be added to an Account, a Case or to the Calendar. My Activities lists personal activities chronologically in the sidebar.

Add multiple products

The Add multiple products button, located in the Products section of a case, opens a list of all products associated with the Price list used on that case. The quantity field for each product is empty, which allows you to enter the quantity of individual products to be added. In this way, multiples of an individual product can be added, several different products can be added or a product quantity field can be left blank and not be added.

Advanced time tracking

Advanced time tracking is an add-on used to manage the processes involved with collecting work hours. With Advanced time tracking you’re able to define the work week, create work contracts with expected hours and control absences to automatically calculate employee work hour balances. Advanced time tracking is sometimes considered part of Flextime management systems. 

Annual revenue

Annual revenue is located in the account information and it represents company sizes, it is possible to report with accounts-report. Annual revenue needs to be updated manually from the account information.


API stands for application programming interface, and is a way to enable interaction between different software applications. The interaction is created through programming code to retrieve and transmit data. For more information, please visit Severa Developer Portal or see our article Severa API or Wikipedia's article API.


A BIC, or Bank Identifier Code, is the unique identification code used to represent a bank. It is string of 8 alphanumeric characters without spaces, and may contain an additional 3 characters to identify the branch. BICs facilitate the electronic transfer of money, and can usually be found online or by calling your bank. For more information about BICs, please see the ISO 9362 article in Wikipedia.

Billable hours and Billable hours %

Billable hours are work hours that are for Customer cases and they have a price. Customer case work hours that have a  price of 0,00 or that are entered for Internal cases are considered as non-billable. Billable hours do not mean just work hours that are invoiced, it is a KPI to follow work hours which have contributed value for the projects. Specially when invoicing with fixed fees, work hours are often considered as billable even though not invoiced. Employee's Billable-% grows when work hour has a price and decreases when work hour doesn't have a price or is added for internal case.

Billed entries

Invoiced amount of work hours, travels and products entered by the user (through work hour entry).


Billing is the sum of billed work hours, travel expenses and products that have been invoiced to the customer for payment. In the Billing & Revenue section of a case, there are two billing columns: One for the Billing forecast and one for Actual billing (the total of Actual billing is the same as the amount of Billing in the Overview). Billing may also refer to the process of sending a bill or invoice.

Billing details

Billing details in the Sales & Financials section of a case is an alternative place to specify where invoices should be sent in the event that the billing address for a case is different from the billing address for the account. If billing details are not specified on a case, invoices will automatically be addressed to the billing address of the account.

Billing forecast

The billing forecast is an estimate or prediction of the amount of billing a case will generate. The forecast can be based on a contract or on similar projects that were completed in the past.

The billing forecast is entered in the Billing & Revenue section of a case. The amount of Billing stated in the case Overview is actual billing. However, if you hover on the progress bar associated with Billing in the case Overview a tooltip will reveal the percentage of actual versus forecasted billing, calculated as (actual billing/forecasted billing) * 100.

Billing statuses

Work hours and items can have 4 different billing statuses. These statuses can be reported on Work hours -report and on Items -report.
Billed = work hour/item is on invoice (has been billed).
Unbilled = work hour/item is not on invoice.
Non-billable = work hour/item is not billable.
Billable = work hour/item is billable.

Billing per hour, based on invoicing of own work

Case invoicing that includes only billing of work hours and products with product type: own work) / Case work hours

Business overview -report on Dashboard

Business overview is a report which is located on Dashboard.

Sales this month: Expected value of sales in this month. The value is calculated using cases with "Won"-sales status and expected order date is in this month.

Billing this month: Compares this months billing with previous months billing. Invoices that are included in calculation are invoices that have status sent (set for status), have invoice number, invoice date is in the month in question (last / current month) and invoices that you have access rights for.

Hours this month: Compares hours entered this month with hours entered last month. Hours that are included in calculation are hours you have entered and your subordinates hours ---> If you are the head of the company, you will see all hours.

Order book: Value that compares your sales estimates to actual billing and tells how much more billing can still be expected. The value is calculated using only open cases with "Won"-sales status and with Expected value. The actual formula is: Expected value-Billed. The calculation ignores billing that is more than the expected value.

Ready to bill: Amount that is ready to bill in the case Overview is the sum of charges for approved work hours, products and travel expenses that are due on the case but have not yet been invoiced.

Business unit

A business unit is a segment of a company (e.g. accounting, marketing, sales, etc.) that represents a specific function with a unique place in the organization. They're also known as departments or divisions. Business units can also be used to represent national branches of a multinational company.


The calendar in Visma Severa functions to schedule activities such as meetings, phone calls and other tasks. It's accessed f.e. by clicking the calendar in the sidebar.


A Case is a project or assignment to which employees bill work hours and travel expenses. There are two main types of cases: Customer and Internal. Customer cases can be further divided into sales and project cases depending on the sales status. Internal cases are in-house projects that can't be invoiced. Cases have deadlines, keywords, descriptions and may have other resources or forecasts associated with them.

Case completion

Case completion is the percentage of work completed on a case based on the calculation (the number of work hours entered/the number of work hours estimated) * 100. The progress bar increases as hours are entered (even if the hours are not yet approved). Click the linked number associated with case completion to override automatic calculation and manually adjust the percentage in situations where the estimate appears too high or low to accurately reflect progress. 

Case status

The case status is a tool to help identify and track cases in your project portfolio. The case status section is located at the top of every case page, and statuses are selected from the drop-down menu and a description can be added. Please see the Case status article for more information.


We use the term company for any commercial or non-profit (educational or charitable) organization which uses Visma Severa.


A contact is a person whose information is on file in Visma Severa in relation to an Account.

Cost center

Cost centers are distinct units or departments within a company which recognize costs and budgets separately. In Visma Severa, cost centers are used in conjunction with financial integrations, the API and the revenue recognition add-on.

Cost exception

An exception to the usual cost per hour of an employee can be added on a case by case basis. Open a case and on the Activities & Phases title bar, click Edit case members. Below the list of employees click Case member cost exceptions. On the pop-up click Add, give the name of the, enter the exception cost per hour and Save. The exception will affect labor expenses for that case only, and will appear on the employee's Work contract.

Cost per hour

Cost per hour is the rate a customer is charged for an hour of work by an employee. The cost per hour is specified on employees work contract, which is located on user pages accessed through Tools > User management.


Costs are the sum of all labor, travel and product costs for a case.

Create copy

The Create copy button on the case page uses the existing case as a template to create a new case. Information from the Overview, Activities & Phases, Sales, Resource allocations, Pricing, Work types & Products, Products and Files & Links in the existing case is transferred to populate the new case. The information should be reviewed and adjusted as necessary, but basically the only thing required for the new case is a Name.


We use the term currency to denote the various forms of money. Financial information in Visma Severa is entered and displayed in the default currency as specified by the user in Settings. The multi-currency upgrade allows users to switch between different currencies for international Cases.

Daily hours

Daily hours are the number of hours an employee is expected to work on a normal work day. When using the Advanced time tracking add-on, the daily hours act as a baseline for calculation of the Work hour balance. Work beyond the daily hours may be considered Overtime and can be capped on the Work contract with the Daily limit. Daily hours are managed through Tools > User management, by opening an employee's page and going to the Work contracts section.

Daily limit

The daily limit is a cap on the number of work hours an employee can enter that are recognized. The limit is only available when using the Advanced time tracking add-on, and usually includes a few hours beyond the daily hours that will still count toward the Work hour balance. Daily limit is managed through Tools > User management, by opening an employee's page and going to the Work contracts section.


A deadline is the date on which a Case or Phase must be completed. The deadline for an Invoice in Visma Severa is called the “due date.”

Disk space

Disk space refers to the amount of server space allocated to your account for file storage. Visma Severa offers 100 MBs of disk space free of charge with every account. Additional disk space can be purchased.

Due date

We use the term due date to mean the date on which an invoice payment should be received.

Email notifications

Email notifications are automatic emails sent by Visma Severa to inform employees: 1. When they are added to a New activity; 2. When an activity they created is Confirmed by other participants; 3. About activities on Today's agenda; and 4. About highlights of the previous Week. Email notifications are managed through Tools > User management, by opening an employee's page and going to the Settings section. Please see the Email notifications article for more information.

Employee margin

Employee's margin is calculated as follows: Case margin * User's share in %

Employee sales margin

Employee's sales margin is calculated as follows: Case sales margin * User's share in %

Estimated margin

The estimated margin is the difference between the billing forecast and the expense forecast, or 'billing forecast - expense forecast'. The estimated margin % is calculated as (billing forecast - expense forecast/billing forecast) * 100.

Expense forecast

The total expenses expected to be paid out in order to complete a given case.


Expenses include work hours, travel costs and fees for products or services. They are normal business expenses that may or may not be charged to the customer.


Data from reportscan be exported as a CSV comma-separated values file or as an XLS Microsoft Excel file. Data is available for export when the CSV iconCSV_icon.png and XLS icon  are highlighted, and can't be exported if the icons are grayed out.

Finances over time

'Finances over time' is a filter on the Account, Case and Phase reports that produces a drop-down menu of time frames. Select a time frame to see financial data (according to result columns such as Billed, Billing forecast, Labor expenses, Other expenses, Total expenses, Total hours worked, Revenue, Revenue excluding own work, Revenue excluding subcontracting, Uninvoiced, Work hour estimate and KPI values such as Margin, Margin %, Billing per h, Billable h (%), Remaining hours and Sales margin) for cases during that time frame.


Finvoice is a contraction of the capitalized letters in the words FINancial and inVOICE, and it refers to a standardized XML format for electronic invoicing. For more information, please see the Finvoice article(only in finnish).

Fiscal year

A fiscal year is any 12 month consecutive period as defined by a company or government for determining earnings and profits. It does not necessarily coincide with the calendar year. Please see Fiscal Year in Wikipedia for more information.

Fixed pricing

Fixed pricing is the fee option in which there is one set hourly rate for all work hours regardless of the work type. The default fixed price can be specified in Settings, and may be chosen on a case by case basis.


Flextime is same than work hour balance. Flextime can be calculated when Advanced time tracking is used.


History is located at the top menu and it gives quick access to the 10 pages you visited most recently in Visma Severa. Accounts, Cases, Proposals, Travel reimbursements, Reports and Activities are listed with icons to easily identify the information you need most.

Hours billed

The hours billed is the quantity of hours that have already been billed on a case. The hours billed result column, when used with the 'Finances over time' filter on reports, will display the number of hours that have occurred in the time frame and have been billed.


An IBAN (International Bank Account Number) is used to identify bank accounts in different countries in a standardized manner. IBAN identifies the country and bank where an account is located, and the account itself. For more information, please see the International Bank Account Number article in Wikipedia.


Account information, such as customer details and contacts, can be imported to Visma Severa as comma separated values (CSV) from other software or systems.

Inactive user

Inactive users are users that are in a company's Visma Severa system, but don't currently have access to login. Active users should be made inactive when they no longer work at the company. And active users can be made inactive if they will be on an extended leave of absence (upon return they can be reactivated).

Users that are added when there aren't available user seats are inactive. Inactive users can be activated when more user seats are purchased or otherwise made available. Inactive users are managed through Tools > User management (make sure the Active/Inactive filter is used accordingly). For more information please see the User management article.

Invoice vs. bill

An invoice is a formal document which is sent to the customer. Otherwise, invoicing and billing may be used interchangeably.

Join a case (AKA Joining)

Employees are able to join a case from the work hour entry and travel reimbursement pages when they aren't currently a member. The ability to join cases is controlled through Access rights profiles and the case Overview option entitled Joining allowed.   

Key Performance Indicator (KPI)

A key performance indicator (KPI) is a measure that reflects the performance of a company. In Visma Severa you can create numerous KPI reports with Advanced reporting -article. For more information, please see the Key Performance Indicator article in Wikipedia.


In Visma Severa, keywords are words attached to Cases, Contacts, Files & Links or Users when creating or editing that entity. And, keywords can be used in searches and reports to delimit the results. For example, an architecture firm that works with public, industrial, commercial and private projects may want to mark their cases accordingly with keywords. Then by typing one of the keywords into the Search in the top menu they could quickly view all relevant cases.

Labor expenses (cost)

Labor expenses are the amount of money paid for work hours entered in for a case.

Lost case

We use the term lost case to describe a Case which doesn't result in an order. The Sales status of a lost case can be changed to “Rejected proposal,” and its Probability will automatically become null, or the case can be closed.


Margin (also known as the gross margin) is the difference between billing and total costs, such as labour expenses and fixed costs. The formula to calculate margin as a percentage is defined as: (Billing - Total Cost)/Billing * 100%. For more information please see the Gross Margin article in Investopedia, but note the substitution of billing for revenue in the equation. 

When using the Revenue recognition add-on, you may also choose to display the In-house margin, the difference between billing for in-house revenue and in-house costs, and Outsourced margin, the difference between billing for outsourced revenue and outsourced costs.

Market segmentation

Market segmentation is a marketing strategy that encourages the division of customers based on criteria such as geographic location, demographics, buying behaviors or campaigns. Please see the Market segmentation article in Wikipedia for more information.

Mixed pricing

Mixed pricing is a method of charging customers that combines a fixed fee package with hourly work rates depending on specific criteria. An example of mixed pricing is when a company offers 10 hours of consulting per month at a flat rate, but charges an hourly rate for all additional consulting time.


Multi-currency is an add-on that allows you to maintain a base currency and specify a default currency for every Account and every Case.

My top cases

My top cases chart on work hour page shows the ten cases that have most hours for the month.

Other expenses

Other expenses are the amount of money paid for things other than work hours (e.g. products and travel expenses) in relation to a case.

Overdue interest

Overdue interest (default is 8,5 %) is a percentage of the amount due on an invoice that is added to the invoice total when it's past due. Overdue interest starts to accrue if payment is not received within the allotted payment terms. In Visma Severa, overdue interest is specified through Tools > Settings > Business unit, through Tools > Settings > Company details, under Document preferences or trough Account under billing details.


Overtime refers to work hours entered which are beyond normal work hours. Some companies may choose not to allow overtime, or instead to allow accumulation of a positive Work hour balance to be used as time off on another day.

Overtime rates are managed through Tools > Settings > Overtime rates, and can be adjusted on Price lists. Overtime is available for employee selection on the work hour entry form only if overtime rates have been created by an administrator.

Payment terms

Payment terms (default is 14 days) are conditions on a sale which allow for deferred payment. The buyer is given a specific number of days after the invoice date to complete payment. For example, entering 30 for payment terms means that every invoice on the account or case must be paid in full within 30 days of the invoice date. Payment terms are also known as Net D as described in Wikipedia.

Per diem

Per diem is Latin for “per day,” and usually refers to a daily fixed fee an employee is allowed to spend on work expenses. Please see Per diem in Wikipedia for more information.


Phases are stages which represent different periods in case development, and can encompass activities. Phases belong to a Case, or another Phase, and have a start date and deadline. Phases can be given a main Work type, and work hours can be entered directly to a case phase on the Work time entry form.

Price of hours approved

Price of hour approved is the monetary value of work hours that have been approved through Work hour approval but haven't been billed, and is only available if the Advanced time tracking add-on is in use.

Price of hours not reviewed

Price of hours not reviewed is the monetary value of work hours that haven't been reviewed yet, and is only available if the Advanced time tracking add-on is in use.

Price list

A price list is a list of fees charged for different hourly wages based on work types and people, as well as the default price, overtime rates, travel expenses and products. While the price of overtime rates, travel expenses and products are already set on their respective settings pages, the price must be entered on the price list and can be adjusted. A company can maintain several different price lists with varying prices for use with different Accounts.

Pricing options

Pricing options in Visma Severa are the different ways of charging customers for work hours, which include fixed pricing, variable hourly pricing and a combination of these known as mixed pricing.


We use the term probability to represent the likelihood of successfully landing a case. The percentage of probability is linked to the Sales status, but can be adjusted manually through the Sales section of a case. Probability and sales statuses are managed through Tools > Settings >  the Sales statuses. Probability can also be reviewed in relation to cases through reporting.


Productive refers to work hours that directly lend to the completion of a case. Work is identified as Productive or Non productive in the Work types section of Settings. An exception exists when work identified as Non productive in the Work types section is given a price in a price list and entered to a case, this work is then considered productive. The formula for calculating:

  • Productive work hours = Hours entered work type which are defined as productive work type on settings
  • Non-productive work hours = Hours entered to customer case and non-productive work type where hour price is more than 0
  • All work hours = All entered work hours

Productive % = (Productive work hours + Non-productive work hours) / all work hours * 100


Case progress is shown in cases report. It shows sales status, progress percentage start date or deadline of case. See how progress is calculated in cases-report.


A project can be simply a synonym for case, or more specifically it can refer to a “Project Case” in which an order has been made and the “Sales status” has been changed to “Order.”

Project success rate

Case's total billing / Case's value of hours * 100%. This KPI is a constant, that cannot be reported on a time frame.

Ready to bill

The amount that is ready to bill in the case Overview is the sum of charges for approved work hours, products and travel expenses that are due on the case but have not yet been invoiced. Click on the linked Ready to bill amount in the Overview to create an invoice for the case. Or go to New > Invoice to lists all cases that have charges for either approved work hours, products or travel expenses that are due. From the New > Invoice page it's possible to create invoices for multiple accounts and cases at the same time and to group cases for the same account onto one invoice.

Remaining billing

The remaining billing is the difference between the Billing forecast and total amount already billed, or 'billing forecast - billed'.

Remaining cost

The remaining cost is the difference between the Expense forecast and total expenses (how much the case has cost to date), or 'expense forecast - total expenses'.

Resource allocation

Resource allocation or resourcing means assigning case-related work to employees. Resourcing is used in planning, and is meant to ensure that projects are completed on time by identifying work commitments and eliminating time conflicts. Please see the Advanced resourcing article for more information.


In general, revenue is the income a company generates from the sale of goods and services prior to the deduction of expenses. In Visma Severa, revenue is the forecasted or actual revenue entered for a case through the Billing & Revenue section of a case or through the Revenue recognition add-on. Revenue is displayed in the case Overview, and may be analyzed by account or business unit through reporting. By default, revenue is calculated automatically for every case based on invoicing. Revenue is recognized according to the Date of entry (specified on the invoice Config tab) when an invoice status is marked Sent

Revenue recognition

Revenue recognition is an add-on in Visma Severa that allows you to view, search and adjust the monthly distribution of project revenue. Please see the Revenue recognition article for more information.

Reverse charge

In relation to value-added tax, a reverse charge means that goods or services delivered across borders are not taxed by the seller. Instead, the buyer is responsible for calculating, reporting and paying taxes related to the transaction.

In Visma Severa, the reverse charge option can be selected on the account under billing details or Config tab of an invoice. Applying a reverse charge removes taxes from the whole invoice, and entering Reverse charge as the description displays the words on the invoice according to European Union law.   

NOTE: If transferring invoices with a reverse charge to an accounting or billing system, the tax percentage of individual invoice rows will need to be manually corrected because reverse charge doesn’t remove the default tax associated with each row.

Sales case

A sales case is any case that has a Sales status that is considered In progress. Therefore sales cases aren't yet Won or Lost, and the sale should still be pursued actively.

Sales margin

The sales margin is the difference between billing and fixed costs and other expenses, such as products. The formula to calculate sales margin is: Billing - Other expenses

Sales margin %

Sales margin percentage is defined as (Billing - Other expenses/Billing) * 100.

Sales probability

The sales probability is the percentage of likelihood that a case will be won based on the probability of the selected Sales status. In relation to Resource allocations, sales probability can be included to reflect both actual and possible allocations or excluded to reflect only actual allocations for won cases.

Sales status

The sales status indicates the progress of a Customer case through the sales pipeline to either an order or rejection. As a case moves through the process it's important for the sales person to manually update the sales status so that reports and the sales pipeline accurately reflect the current state of affairs.

Cases that are still In progress are considered Sales cases. The in progress status means the sales process is still progressing and there is a probability greater than 0% but less than 100% that the case will be won. The default stages for in progress cases includes “Request for information”, “Proposal” and "Closing".

Cases that have been Won are Project cases. The won status is called "Order” and the lost status is called “Rejected”. Cases that have been rejected or Lost have a zero percent probability.

Statuses are managed through Tools > Settings > Sales statuses.


The schedule in Visma Severa refers to the time frame of a case. The start date is automatically inserted as the date a case is created, but the deadline must be entered either through the Add schedule link in the case Overview or through the case root phase in the Activities & Phases section. If no deadline is entered, the schedule simply states the number of days since the start date. If the deadline is entered, the schedule shows as a progress bar with the number of days left until the deadline. Hover the cursor over the progress bar to reveal a tooltip with the percentage of case completion based on the schedule.


Visma Severa has many Settings for users to adjust their system. Admin user can control what information different users can access; as well as general, company-wide settings such as language, currency and default price lists. Other settings allow the individual to control personal details, preferences and passwords.

Share of billing

Share of billing means the invoicing that is divided for each team member based on their contribution to the project. Share of billing is the "master" value used in the organization and the way it is calculated is selected in Severa's Team productivity settings. The formula is (User's quantity of hours or User's value of hours or User's cost of hours) / (Project's all work hours or Project's total value of hours or Project's total hourly costs) * (Total invoicing of the project based on what is included in the billing in the team productivity settings (Work hours, Travels, Own work, Products, Subcontracting). Share of billing can also be manually edited on project level, in Team productivity section on a case. It is usually done when project ends, and there is a need to adjust the share of billing for employees.

Share of billing per hour

Share of billing per hour is (Share of billing) / (Quantity of users all work hours)

Share in %

Share in % is User's share of billing / Invoicing of the project based on what is included in the billing in Team productivity settings * 100%. Share in % can also be manually edited on project level, in Team productivity section on a case. It is usually done when project ends, and there is a need to adjust the share of billing for employees.

Share of billing, by value of hours

There are three ways how Share of billing can be calculated for employees. Sharing based on value of hours is the most used one. It means that each employee gets a share of the billing based on what kind of work they did and how valuable the work was. For example, someone who has done consulting that rates 150€/hour has contributed more to the case and to the invoicing than a person who has done administrative tasks with 0€/hour. The formula how this is calculated is (User's value of hours) / (Value of hours of case) * (Invoicing of the case based on what is included in the billing in settings).

Share of billing, by quantity of hours

There are three ways how Share of billing can be calculated for employees. Sharing based on quantity of hours means that each employee gets a share of the billing based on how many work hours they have entered for the case. For example, someone who has done 15 hours has contributed more to the case and to the invoicing than a person who has done 5 hours. The formula how this is calculated is (User's quantity of hours) / (Quantity of hours of case) * (Invoicing of the case based on what is included in the billing in settings).

Share of billing, by cost of hours

There are three ways how Share of billing can be calculated for employees. Sharing based on cost of hours means that each employee gets a share of the billing based on their internal costs. For example, someone who has internal cost of 40€/hour gets more out of the billing than a person who has 30€/hour. The formula how this is calculated is (User's cost of hours) / (Cost of hours of case) * (Invoicing of the case based on what is included in the billing in settings).


The sidebar is the column of links and tools on the right of every page. The sidebar provides access to upgrades and support, as well as an overview and access to the calendar and activities. 


A person who has sufficient access rights to his or her subordinates to lock or approve work hours, or adjust Activities & Phases scheduling.


SWIFT (also known as the Society for Worldwide Interbank Financial Telecommunication) is a worldwide messaging system for banks and financial institutions. For more information, please see the SWIFT article in Wikipedia.


We use the term Activities instead of tasks. For more information please read the Activities definition.


A monetary charge on goods or services rendered which is imposed by authorities to maintain public entities. See also VAT.

Total hours billed

Total hours billed is the monetary value of total work hours billed. If the Multi-currency add-on is in use, the price of hours billed is displayed in case currency.

Total expenses

Total expenses are the amount of money paid for work hours and other things other (e.g. products and travel) in relation to a case.

Total price billed

Invoiced amount of work hours


A team is a group of two or more people working together on a Case.

Tree view

A tree view is a graphical illustration used to present and navigate hierarchical information. The main element, or trunk, has items that belong to it which are known as branches. These items can have other items that belong to them, ad infinitum. Items may be expanded or collapsed to show or hide the items which belong to it.

Trial period

There is a 30 day trial period after a new account is registered. During the trial period you can add users and test add-on features at no cost. After the trial period, users and add-ons will become inactive unless you upgrade the service.


In reports, an amount that is uninvoiced refers to available charges that have yet to be billed to the customer. Incl. Products, travel expenses, work hours and flat rates.


Upgrades are ways to enhance system functionality by purchasing additional features or user seats.


People that are entered in a Visma Severa account are considered "users". Users can be active or inactive. User accounts are managed through Tools > User management. Please see the User management article for more information.

User invoice

The User invoice allows Severa users located in SEPA to create an invoice for their Visma Severa account, and then pay the invoice immediately through electronic banking.

User seats

User seats in Visma Severa refer to the number of available licenses for active users. Administrators can view the current status of user seats and users through New > User. And the number of user seats can be managed at any time through Upgrades > Adjust features.

Use sales probability

The drop-down menu Use sales probability appears in relation to resource allocation graphs on cases and reports. The default selection, Yes, affects the graphed resource allocations with a multiplier effect based on the percentage of Probability that the case will be won as specified in the Sales section of the related case.

For example, if the Probability of winning a case is 50% and Yes is selected for Use sales probability, then an allocation of 50% in the resourcing graph will display as 25% (0.5 * 0.5 = 0.25). If the case has already been won and the Probability is set at 100%, then the 50% resourcing will appear as 50% (0.5 * 1 = 0.5). If the Probability field is empty, essentially 0%, resourcing will appear as 0% (0.5 * 0 = 0). When the Use sales probability menu is No, the sales probability doesn't affect the display of resourcing allocations on the graph.

Use sales probability only affects the graphed display of resource allocations, not the actual allocations which can be viewed and edited by clicking on the edit icon to the left of a resource.


The value is the anticipated revenue to be gained if a case is won and completed successfully. Value is specified in the Sales section of a case, and is termed 'expected value' in reporting where it can also be analyzed in relation to accounts.

Value of hours

Value of hours is Quantity of hours * Price of hours. Value of hours is calculated for each employee, based on their entered work hours, and also for each project based on the work hours entered for that particular project. The value of hours is needed specially with projects that are invoiced with fixed fees, to see how much the entered work hours are worth.

Value per hour

Value per hour is Value of hours / Quantity of all employees hours.


The value added tax (VAT) is an consumption tax which is levied on various business-to-business and business-to-consumer transactions. In Visma Severa, you can enter and change the percentage of VAT on fixed fees and work hours to be included on customer invoices. For more information, please see Value added tax in Wikipedia.

Web service

A web service is a type of API that is hosted remotely and offered as a service through the Internet. For more information about web services, please see the Web service article in Wikipedia.

Won Case

In Visma Severa we use the term won case for a sales case which results in an order. The Sales status of a won case is changed to Order and its probability is 100%.

Work hour adjustments

Adjustments are manual changes made to an employees Work hour balance. Only available when using the Advanced time tracking add-on, work hour adjustments are made through Tools > User management by opening an employees page, and adding or editing the Work hour adjustments. Please see the How to: Adjust the work hour balance article for more information.

Work hours

Work hours are hours which employees or users assign to either a Customer case or an Internal case in Visma Severa. Work hours are entered in relation to specific Cases and Phases, and work hours can be billable or non-billable.

Work types

We use the term work types to signify the list of different roles or jobs people have within a company. Work types are usually particular to an industry or company, and can be customized in the the “Work & Travel” section of Settings.

When entering work hours, work type is added automatically after case and phase are selected. User can always change the default provided by the system. Work type is selected using following order:
1. Work type of a phase (case > activities & phases > work type selected for the phase)
2. Default work type of a case (if "Use existing work types from Settings" is NOT enabled in case > work types & products > work types)
3. Work type of a user (if "Use existing work types from Settings" is enabled in case > work types & products > work types).

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