Description

The interface allows transferring sales invoices created in Severa as billing and order processing material or sales ledger material to Tikon. The creation of invoice materials works by defining the invoice status in Severa from which invoices are desired for the invoice material. A file containing the invoice material is saved from Severa to your own computer, and this file is uploaded to Tikon. The customer and product registry, as well as the sales ledger, are transferred along with the invoice from Severa to Tikon.

Note before starting

  • The customer must make an agreement with Finago to start the service.
  • The activation of the Tikon interface in Severa can be done with admin rights from the gear icon: Order > Integrations > Tikon.
  • Sales invoices are transferred as sales orders to Tikon.
  • The interface does not support multi-company.
  • The integration is only supported in Finland.

Implementation

1. Edit/Add the sales accounts you use in Tikon to Severa

  • Go to Gear icon > Settings > Organization > Chart of accounts
  • Provide the sales account name and number. The sales account number must match the sales account number defined in Tikon.
  • Define all sales accounts used in Tikon.
  • You can select the default sales account for work hours, travel expenses, and products by choosing Use as default.

2. Edit/Add the cost centers you use in Tikon to Severa

  • Go to Gear icon > Settings > Cost centers
  • Provide the cost center name and number. The cost center number must match the cost center number defined in Tikon.
  • Define all cost centers used in Tikon.
  • Set the default cost center by choosing Use as default.

3. Edit/Add the products you use in Tikon to Severa

  • Add a product with the code DESCRIPTION to Tikon's product registry so that free text fields on the Severa invoice are transferred from the Severa invoice to the Tikon invoice.
  • Add the products you use in Tikon to Severa. If desired, you can use the default code for all products, leave other products undefined, and move to the next section. In this case, products are transferred to Tikon with the default code.
  • To add products to Severa, go to Gear icon > Settings > Work time, travel expense & product registries > Products
  • Provide the product name, code, and other details, and select the sales account to be used. The code must match the product code in Tikon.
  • Define all products used in Tikon.

4. Edit/Add the work types and work type codes you use in Severa to Tikon as products. If desired, you can use the default code for all products, leave other products undefined, and move to the next section. In this case, products are transferred to Tikon with the default code.

  • Go to Gear icon > Settings > Work time, travel expense & product registries > Work types
  • Add all work types and codes used in Severa to Tikon as products.

5. Edit/Add the travel expenses and travel expense codes you use in Severa to Tikon as products. If desired, you can use the default code for all products, leave other products undefined, and move to the next section. In this case, products are transferred to Tikon with the default code.

  • Go to Gear icon > Settings > Work time, travel expense & product registries > Travel expense types
  • Add all travel expenses and codes used in Severa to Tikon as products.

6. Define default sales accounts for products, work types, and travel expenses. By default, the default sales account is used.

7. Create invoice statuses in Severa from which billing and order processing material and sales ledger material are downloaded. Go to Gear icon > Settings > Billing > Invoice statuses.

8. Go to Gear icon > Tools > Data transfer > Tikon and select the settings tab

  • Provide the Tikon company number (four-digit number)
  • Provide the ledger receivable account (max. five digits)
  • Provide the order status code (0 = New order or 40 = Ready for billing delivery)
  • Provide the default code for the product (the default code is used if the product does not receive a default code from Severa's product registry)
  • Select Status of invoices to be downloaded from the dropdown menu to Waiting for dispatch to Tikon invoice status
  • Select Status to which invoices are transferred from the dropdown menu to Transferred to Tikon or Sent invoice status
  • Save the settings

Creating invoice material

  1. Create an invoice in Severa
  2. Move the invoice to Waiting for dispatch to Tikon status
  3. Go to Gear icon > Tools > Data transfer > Tikon and select Download billing and order processing material or select Download sales ledger material
  4. Save the ASC file to your computer
  5. Upload the invoice material to Tikon
  6. Select Change status, the invoice status changes to Transferred to Tikon/Sent invoice status

Typical error situations

  • No invoices found: Check that the invoice is in the Waiting for transfer to Tikon status. If the invoice is directly transferred to the Transferred to Tikon/Sent status after creation, the integration cannot find the invoice to be transferred.

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