(ENG) Visma Severa Here you can find instructions related to Visma Severa's new UI. General 5 Need help or guidance? Using guided tours in Visma Severa Login options Action history Visma Severa mobile app Customers (CRM) 8 Customer overview Customer card Contact information Deleting and inactivating a contact Sales & projects Näe kaikki 8 artikkelia Invoicing 9 Invoice reminder How to create an invoice? Invoice settings Invoicing overview Create invoices view Näe kaikki 9 artikkelia User management 1 User profile Sales 5 Sales overview Sales case Create proposals Create project plan from proposal Create billing plan from proposal Projects 10 Forecasting of project financials Fixed fee pricing Project overview Project card Project plan Näe kaikki 10 artikkelia Time & Expenses 5 Time & Expenses view Entering work hours Work hours weekly view Entering travel expenses and fees Entering absences Schedule 5 Entering new activities To-do list Activity groups Task kanban Calendar Resourcing 4 About resourcing Allocating resources Resourcing overview The employee perspective Reporting 3 Report creation Using the Sales status -filter in Cases-report. Report gallery Travel reimbursement 6 Travel reimbursement settings Entering travels and creating travel reimbursements Editing, removing and deleting travel expenses Reporting and approving travel reimbursements Viewing travels on project Näe kaikki 6 artikkelia