Description

The interface allows the transfer of sales invoices, sales ledger, and product register from Severa to Talenom. The technical implementation of the interface has been done by Talenom using Severa API.

Support for using the interface between Severa and Talenom is provided by Talenom.

The sending of invoices works in such a way that the invoice status is defined in Severa, e.g., Waiting for transfer to Talenom, from which invoices are automatically fetched to Talenom. When the invoice is transferred to Talenom, the invoice status in Severa automatically changes to the status of the transferred invoice.

If you have sales accounts in use, account information can be transferred with sales invoices from Severa to Talenom. Sales accounts must match in both systems.

Customer and product registers

Customer and product registers are transferred from Severa with the invoice to Talenom. Address information is updated to Talenom if customer information is changed in Severa. Updated address information always comes with the next new invoice from Severa to Talenom's system. Also, the e-invoice address is removed, and automatic e-invoicing is turned off from Talenom's customer information if information is removed from Severa behind a specific customer. Additionally, the sales ledger is transferred from Severa to Talenom.

Note before starting

  • The customer must have an agreement with Talenom for the use of the interface.
  • The activation of the Talenom interface in Severa can be done with main user rights from the gear icon:  Order > Integrations > Talenom.
  • The company must agree on the transfer time of invoice data from Severa to Talenom with Talenom.

Implementation

  1. Enable e-invoice addresses for the customer from API parameters click the gear icon > Settings > Company information > API parameters"  menu, enable the API parameter E-invoice address information for the customer and save the settings.
  2. Create an API key according to the instructions: Creating an API key. The API key is needed for data transfer between Severa and Talenom. The API identifier created in Severa must be delivered to Talenom. Note that the API user's access rights in Severa must be main user rights.
  3. Edit the products in Severa to have the same product code as the product code used in Talenom. Otherwise, Severa's products will be updated as they are to Talenom. If the product in Severa is without a product code, the product will be transferred to Talenom also without a product code.
    • Go to Gear icon > Settings > Working time, travel expense & product registers > Products
    • Give the product a name, code, and define other information for the product
  4. Edit the work types and work type codes you use in Severa to match the products in Talenom. If this is not done, work types will be transferred to Talenom without a code.
    • Go to Gear icon > Settings > Working time, travel expense & product registers > Work types
    • Add codes to all work types in use in Severa, targeting them as products in Talenom.
  5. Edit/Add the travel expenses and travel expense codes you use in Severa as a product in Talenom. If this is not done, travel expenses will be transferred to Talenom without a code.
    • Go to Gear icon > Settings > Working time, travel expense & product registers > Travel expense types
    • Add all travel expenses and codes in use in Severa as a product in Talenom.
  6. Define the invoice statuses used in the transfer of invoices in Severa. Confirm the invoice statuses separately with Talenom.
  7. Go to Gear icon > Settings > Billing > Invoice statuses  and add the invoice statuses Waiting for transfer to Talenom and Transferred to Talenom.

Creating invoice data

  1. Create an invoice in Severa.
  2. Move the invoice to the Waiting for transfer to Talenom status.
  3. The invoice data is transferred to Talenom according to the schedule agreed with them.
  4. When the invoice is transferred to Talenom, the invoice status automatically changes to Transferred to Talenom status.

Once the invoice has been transferred to Talenom, do not make any more changes to the invoice in Severa as the changes you make will not be updated to Talenom.

Possible error situations

  • If the invoice has been transferred directly to the Transferred to Talenom status after its creation, the integration will not fetch the invoice for transfer. First, move the invoice to the Waiting for transfer to Talenom status so that the integration can fetch the invoice for transfer.
  • If you use sales accounts in Severa, the transfer checks the account and the VAT percentage of the invoice line being transferred from Severa. The line information must match the sales account in Talenom's ledger and the related VAT percentage, otherwise the invoice will result in an error.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.