Data transfer

It is possible to transfer sales invoices, travel reimbursements, and work hour entries from Severa to Netvisor. From Netvisor, it is possible to transfer purchase invoices to Severa's cases as costs and for re-invoicing.

Sales invoices

• Sales invoices with the status Done to be sent to Netvisor in Severa are transferable to Netvisor.
• After the transfer, the status of the invoices automatically changes to Invoice sent to Netvisor.
• The transfer is done manually from Netvisor under Extensions > Severa > Sales invoice transfer.
• It is possible to transfer 30 sales invoices at one time.
• Available accounting targets: business unit, cost center, case, and user (created by the billed work hour entries).
• The invoice document is transferred to accounting with target accounting considered.
• The recurrence of invoice rows can be transferred as accrued in accounting in Netvisor. It is also possible to leave the accrual unformed.

If the invoice is directly set to Transferred to Netvisor status in Severa, the invoice cannot be found for transfer in Netvisor. If necessary, manually move the invoice to Done to be sent to Netvisor status, and retrieve the invoice again for transfer in Netvisor.

Travel reimbursements

• Travel reimbursements that have received a travel reimbursement number and are in a status other than Draft, Not approved, and Transferred to Netvisor are transferred to Netvisor.
• Requires the Travel reimbursements add-on in Severa.
• Requires the HRM service and Resource Management service in Netvisor.
• After the transfer, the status of the invoices automatically changes to Invoice sent to Netvisor.
• The transfer is done from Netvisor under Extensions > Severa > Travel reimbursements transfer.
• Available accounting targets: business unit, case.
• Persons are targeted by code.
• Travel reimbursements with only non-reimbursable costs do not transfer to Netvisor.
• Attached files are transferred with the travel reimbursements.

If the invoice is directly set to Transferred to Netvisor status in Severa, the invoice cannot be found for transfer in Netvisor. If necessary, manually move the invoice to Approved status, and retrieve the invoice again for transfer in Netvisor.

Work hour entries

• Requires the Advanced time management add-on in Severa.
• Requires the HRM service in Netvisor.
• Work hour entries and absences (activities) made in Severa can be transferred to Netvisor.
• The transfer is done from Netvisor under Extensions > Severa > Work entries transfer.
• Severa's overtime classifications are considered when transferring hours from Severa to Netvisor.
• If work hour approval is enabled in Severa, work hours are transferred to Netvisor as approved. Otherwise, work hours are transferred to Netvisor in confirmed status.
• Available accounting targets: case.
• Persons are targeted by code.

Purchase invoices

• Netvisor's purchase invoices can be transferred to Severa's project as a cost, either by invoice or row.
• Severa's project must be open for the transfer to succeed.
• The transfer of costs is done through the Export purchase invoice rows to Severa section found on the purchase invoice in Netvisor.
• The re-invoicing product and customer are suggested based on the purchase invoice row.
• If regular products and customers are set in price groups, it is possible to transfer not only cost information but also the re-invoiced price to Severa through the integration.
• Available accounting targets: case.

The transfer interface in Netvisor has been updated to allow the re-transfer of purchase invoice rows to Severa if errors are noticed in the data transfer after the initial transfer, such as selecting the wrong project. Before re-transfer, the incorrectly transferred data must be removed from Severa's project, and only then can the purchase invoice rows be transferred again with the correct information. You can find the purchase invoice transfer guide on Netvisor's help page.

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