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Reports & dashboards

Customer card

Create a sales case

Customer collaboration

Customer financials

Customers

Segment customers and contacts

Customer settings

From proposal to project

Create a proposal

Sales

Sales & Projects

Sales process

Project card

Project collaboration

Project financials

Project forecast

Project plan

Project settings

Projects

Approve work hours

Enter absences

Enter work hours

Track your hours with stopwatch

Time & Expenses

Time & Expenses settings

Work hour week view

Calendar

Schedule

Activities

Task kanban

To-do list

Allocate resources

Resourcing

Employee perspective

Resourcing overview

Resourcing permissions

Role based resourcing

Create invoices

Credit notes

Delete an invoice

Create a grouped invoice

Invoice reminders

Invoice settings

Invoicing overview

Pricing

Send invoice as email

Invoicing

Dashboard

Create reports

Dashboard best practises

Personal and shared reports

Report gallery

Report history data

Report KPI's

Report values and filters

Reporting

Target setting

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Files

Navigation

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Customer data import

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My profile

Security (Network restrictions)

Project fee import

Activate a user

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Manage work contracts

Remove a user

User custom fields

User keywords

User management

Working part time

Business units

Company settings

Financial details

Revenue recognition

Tax rates

Currencies

Column sorting priority

Network restrictions

Project name display

Quick links

Search settings

Absence types

Overtime types

Product categories

Registry settings

Time entry types

Travel expense types

Work types

Products

Flextime

Travel reimbursements

Work hour entries

Activate a user

Add a new user

Remove a user

User custom fields

User keywords

User management

Advanced pricing

Price list

Contact keywords

Contact methods

Contact roles

Customer custom fields

Customer numbering

Industries

Market segments

Lead sources

Proposal email templates

Proposal statuses

Proposal templates

Sales statuses

File and link keywords

Phase settings

Project custom fields

Project keywords

Project numbering

Project statuses

Activity types

Calendar resources

Project task statuses

Project task types

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Invoice templates

Invoicing defaults

KPI creation

KPI usage

Activity permissions

Permissions in detail

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How to create REST API credentials

Visma eAccounting

Visma Administration integration

Zendesk integration

Movenium integration

Visma Business integration

What is integrated, field mappings

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