CRM : Severa

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Segment customers and contacts

Customer collaboration

Customer financials

Customer settings

Create a sales case

Create a proposal

From proposal to project

Create a project

Project collaboration

Project financials

Project forecast

Project settings

Time & expenses

Time & Expenses

Enter work hours

Work hour week view

Track your hours with stopwatch

Approve work hours

Time & Expenses settings

Approve absences

Edit, remove and delete travel expenses

Create travel reimbursements

Report and approve travel reimbursements

Schedule & calendar

Resourcing overview

Resourcing permissions

Role based resourcing

Employee perspective

Allocate resources

Invoicing overview

Create invoices

Create a grouped invoice

Send invoice as email

Delete an invoice

Invoice reminders

Invoice settings

Scheduled invoicing

Reports & dashboards

Report values and filters

Personal and shared reports

Report history data

Vacation season checklist

Customer data import

Project fee import

Security (Network restrictions)

Supported browsers

Sending emails from Severa

Severa mobile app

Changing the default VAT

End of year checklist

Release notes 2024

Information for Visma Software Nordic's Severa customers

Partner contact information (Norway)

Partner contact information (Sweden)

User management

Activate a user

User management

Custom fields for users

Working part time

Manage work contracts

Flextime adjustment

Company settings

Financial details

Revenue recognition

System settings

Search settings

Project name display

Column sorting priority

Network restrictions

Work time, travel expense & product registries

Registry settings

Time entry types

Travel expense types

Product categories

Time & Expenses

Work hour entries

Travel reimbursements

Advanced pricing

Customer & contacts

Customer numbering

Market segments

Custom fields for customers

Contact keywords

Contact methods

Sales & proposals

Proposal statuses

Proposal templates

Proposal email templates

Project management

Project numbering

Project statuses

Project keywords

File and link keywords

Custom fields for projects

Calendar & Tasks

Project task types

Project task statuses

Calendar resources

Invoicing defaults

Invoice statuses

Invoice templates

Key performance indicators (KPIs)

Activity permissions

Permissions in detail

Software interfaces

4Straction Agenda 360

Document handling

Formstack integration

Google Drive integration

Calendar synchronizations

Google Calendar sync

Microsoft Exchange sync

Maventa integration

Enable Maventa integration

Maventa field mappings

Maventa error handling

Sending invoices using EN16931 standard

Jira integration

Zendesk integration

Movenium integration

Visma.net Financials

Visma eAccounting

Email integration

Implementation and settings

Registers synchronization

Creating an invoice

Transfer history and errors

Payment status integration

How to get started with REST API

How to create REST API credentials

General REST API Practices

REST API Technical Description

Certification: REST API

Severa SOAP API

How to create SOAP API key?

SOAP API basics

Other financial integrations

Visma Administration

Visma Business integration

Checklist to complete before installing Visma Business–Severa integration

Visma Business integration

What Is Integrated, Field Mappings

Download Visma Business Severa Integration Software

How To Update Visma Business Integration To Version 2.0

Visma Global Integration

Checklist To Complete Before Installing Visma Global – Visma Severa Integration

Visma Global integration

Download Visma Global Severa Integration Software

How To Update Visma Global Integration