(ENG) Integrations

Need help or guidance?

Using guided tours in Visma Severa

Login options

Action history

Visma Severa mobile app

Customer overview

Customer card

Contact information

Deleting and inactivating a contact

Sales & projects

Customer financials

Customer collaboration

Customer settings

Invoice reminder

How to create an invoice?

Invoice settings

Invoicing overview

Create invoices view

How to create a grouped invoice?

How to reimburse an invoice?

How to delete an invoice?

How to send an invoice as email?

User profile

Sales overview

Sales case

Create proposals

Create project plan from proposal

Create billing plan from proposal

Forecasting of project financials

Fixed fee pricing

Project overview

Project card

Project plan

Project collaboration

Project financials

Project settings

Using project templates

Recurring fees

Time & Expenses view

Entering work hours

Work hours weekly view

Entering travel expenses and fees

Entering absences

Entering new activities

To-do list

Activity groups

Task kanban

Calendar

About resourcing

Allocating resources

Resourcing overview

The employee perspective

Report creation

Using the Sales status -filter in Cases-report.

Report gallery

Travel reimbursement settings

Entering travels and creating travel reimbursements

Editing, removing and deleting travel expenses

Reporting and approving travel reimbursements

Viewing travels on project

Using Visma Scanner

Email integration

Visma.net Financials

Autoinvoice integration

MS Exchange / Office 365 Calendar synchronization

Setting up Office 365 calendar synchronization

Setting up Microsoft Exchange calendar synchronization

Google Calendar synchronization

Setting up Google calendar synchronization

Google and Exchange/Office 365 sync restrictions

Visma Severa - Google Drive integration

Zendesk Integration

Jira integration

How to update Visma Administration integration

Release notes of Visma Administration integration

Download Visma Administration Severa Integration software

Severa - Visma Administration integration

Checklist to complete before installing Visma Business – Visma Severa integration

Visma Business integration

Visma Business: Old Configuration Keys Versus 2.0 Integration Settings

What Is Integrated, Field Mappings

Download Visma Business Severa Integration Software

Release Notes Of Visma Business Severa Integration

How To Update Visma Business Integration To Version 2.0

Checklist To Complete Before Installing Visma Global – Visma Severa Integration

Visma Global intgeration

Visma Global: Old Configuration Keys Versus 2.0 Integration Settings

Download Visma Global Severa Integration Software

Release Notes Of Visma Global Severa Integration

How To Update Visma Global Integration

Visma eAccounting

Visma Severa - Visma Lön integration

WebMerge

Team productivity, how to start using it?

Purchase process of third party integrations

Item import

Login using your Google account

Glossary

Finding your way around

Purchase process via Upgrades

Dashboard

Top menu

Work hour overview

Contact keywords

Account numbering

Reservations

Invoice numbering

Tax rates

Bank details

Invoice statuses

Travel expenses

Work types

Case keywords

Lead sources

Market segments

Communication methods

Contact roles

Industry sectors

Company details

Business units

How to: Set overtime rates

Holidays

Access rights

File & link keywords

User keywords

Case numbering

Email notifications

Products

User management

How to: Manage accounts and contacts

How to: Document marketing campaigns

Currency

Account import

Time Zones: Greenwich Mean Time (GMT)

Accounts and contacts

Team productivity

Revenue

How to: Adjust case completion

How to: Use a case as a template

Edit case members

How to: Add a phase

Anatomy of a case

How to: Add a new case

Work hour pricing

Case overview

Extranet sharing

Expense forecasting

Case statuses

Activities & Phases

File storage

Add Files & Links

Customer vs. Internal case

Visma scanner - expense receipts quickly to Severa

Time entries

How to: Enter vacation and sick days

How to: Enter travel expenses

How to: Enter work hours

Work hour entry

Work hour balance

Stopwatch

How to: Send an invoice

Rounding of invoice and proposal totals

Email invoice as a pdf

Invoice template

Invoice reference numbering

Invoice notes and free text fields with automated tags

How to: Create an invoice

Invoices

Invoice attachments

How to: Reimburse an invoice?

How to: Insert an image on your invoice

How progress is calculated in cases-report

Mass update tool

Report sharing

Using Report gallery

Combining data of two different reports (i.e. Accounts and Contacts)

Graphical reports (Add-on)

Visma Severa mobile app

CoZone authentication

Security management add-on

Advanced reporting (Add-on)

Advanced pricing (Add-on)

Proposal (Add-on)

Advanced resourcing (Add-on)

Travel reimbursement (Add-on)

List of available add-ons

Organizational hierarchy (Add-on)

Revenue recognition (Add-on)

Action history (Add-on)

Advanced time tracking (Add-on)

Recurring billing (Add-on)

Activity management (Add-on)

Multi-currency (Add-on)

Invoice row sorting order

How to import our existing customer database to Severa?

How does a new work contract affect work hour balance?

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

How do cost centers work in Severa?

Saving account import template in Excel breaks special characters (Mac OSX)

How to use browser's Remember me -functionality?

How to add a dashboard for employees with work hour report?

Can work hours be billed at different rates?

How do I see my work hour balance?

Can admin user enter work hours for employees?

What to do when employee is leaving the company

Hotfix and product release processes

Issues with emails sent from Severa

Visma Severa SOAP API

Visma Severa API basics

General API policies

Getting started with Severa API integration

How to: Create Severa API key

Visma Severa API for Developers

Visma Severa API Best Practices

What others have done with API

Visma Severa API Questions & Answers

Problems with integration

Code Related Issues With API

API code example: AddNewItem

API code example: Add all day activity

API code example: Finvoice print (PHP)

API code example: Getting invoice

API Code Example: Simple .NET Website

API code example: SOAP code

API code example: PHP Soap_call To API

API Code Example: Purchase Invoice Item Import

API Code Example: Update Accounts From CSV-File

How To Connect To Visma Severa API (From Java)

API Release notes for January 2020

API release notes for October 2019

API Release Notes For August 2019

API Release Notes For July 2019

API release notes for June 2019

API release notes for May 2019

Api release notes for June 2018

Api release notes for February 2018

Api release notes for January 2018

Api release notes for December 2017

API release notes for November 2017 release

API release notes for October 2017 release

API release notes for September 2017 release

API release notes for May 2017 release

API release notes for November 2016 release

API release notes for September 2016 release

API release notes for August 2016 release

A limit in the amount of SOAP calls will take place 1.7.2016

API release notes for May 2016 release

API release notes for March 2016 release

API release notes for February 2016 release

API release notes for November 2015 release

API release notes for October 2015 release

API release notes for June 2015 release

API release notes for April 2015 release

API release notes for October 2014 release

Issues fixed on 15th of May 2014

Issues fixed on 8th of May 2014

API release notes for September 2014 release

March 2014, Breaking change in GetVersion() function

TSL 1.0 And 1.1 Will No Longer Be Supported After 31.12.2020

Cost Center And Sales Account Information Empty On Invoice Rows Starting From 6.2.2020 10 PM UTC +2

Incorrect GUID Through Visma Severa SOAP API 6.2.2020 10 PM - 7.2.2020 5 PM (UTC +2)

Visma Severa Is Moving Hosting To Azure On 9.11.2019

A Limit In The Amount Of SOAP Calls Will Take Place 1.7.2016

Scheduled maintenance for Visma Severa

How to get started with REST API

How to create client credentials

REST API release notes for May 2021

Release notes for April 2021