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Customers

Segment customers and contacts

Customer card

Customer collaboration

Customer financials

Customer settings

Sales

Create a sales case

Sales process

Create a proposal

From proposal to project

Projects

Create a project

Project plan

Project collaboration

Project financials

Project forecast

Project settings

Time & Expenses

Enter work hours

Enter absences

Work hour week view

Track your hours with stopwatch

Approve work hours

Time & Expenses settings

Approve absences

Travels

Enter travels

Edit, remove and delete travel expenses

Create travel reimbursements

Report and approve travel reimbursements

Schedule

Activities

Calendar

To-do list

Task kanban

Resourcing

Resourcing overview

Resourcing permissions

Role based resourcing

Employee perspective

Allocate resources

Invoicing

Invoicing overview

Create invoices

Create a grouped invoice

Send invoice as email

Delete an invoice

Invoice reminders

Credit notes

Invoice settings

Scheduled invoicing

Reporting

Report gallery

Create reports

Report values and filters

Report KPI's

Personal and shared reports

Target setting

Dashboards

Report history data

Vacation season checklist

Release notes

Navigation

My profile

Login

Customer data import

Project fee import

Subscription

Glossary

Common errors

Security (Network restrictions)

Supported browsers

Cookie policy

Files

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)

Activate a user

User keywords

User management

Custom fields for users

Remove a user

Working part time

Manage work contracts

Add a new user

Flextime adjustment

Company settings

Currencies

Financial details

Revenue recognition

Business units

Tax rates

Search settings

Project name display

Column sorting priority

Quick links

Network restrictions

Registry settings

Work types

Overtime types

Time entry types

Absence types

Travel expense types

Product categories

Products

Work hour entries

Absences

Flextime

Travel reimbursements

Price list

Advanced pricing

Customer numbering

Market segments

Custom fields for customers

Industries

Contact keywords

Contact roles

Contact methods

Sales statuses

Lead sources

Proposal statuses

Proposal templates

Proposal email templates

Project numbering

Project statuses

Project keywords

Phase settings

File and link keywords

Custom fields for projects

Activity types

Project task types

Project task statuses

Calendar resources

Invoicing defaults

Invoice statuses

Invoice templates

KPI creation

KPI usage

Activity permissions

Permissions

Permissions in detail

Software interfaces

4Straction Agenda 360

Bi Book

Fusor BI

Power BI

DocStarter

Visma Sign

Formstack integration

Google Drive integration

Google Calendar sync

Microsoft Exchange sync

Maventa integration

Enable Maventa integration

Maventa field mappings

Maventa error handling

Sending invoices using EN16931 standard

Creamailer

Jira integration

Zendesk integration

Movenium integration

Visma.net Financials

Visma eAccounting

Email integration

Description

Implementation and settings

Registers synchronization

Data transfer

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

eFina

Fennoa

Fivaldi

Fortnox

Maestro

Procountor

Sonet

Talenom

Tikon

Visma Administration

Visma Lön

Visma Nova

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

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