(FIN) Ohjevideot ja sertifiointi : Severa

Visma Severan mobiilisovellus

Lisäosan tai rajapinnan lisääminen/poistaminen käytöstä

Uusi Käyttäjien hallinta

Tarvitsetko apua tai opastusta?

Kirjautuminen Visma Severaan eri tavoilla

Toimintohistoria

Opasta minua -polun käyttäminen Visma Severassa

Kuinka lisään/poistan käyttäjän?

Yhteyshenkilön poistaminen ja inaktivointi

Myynti & projektit

Asiakkaan asetukset

Paranneltu projektin ennustaminen

Toistuvan maksuerän lisääminen, muokkaaminen ja laskutus

Taloustietojen ennustaminen

Projektisuunnitelma

Projektin asetukset

Kiinteähintaiset projektit

Laskut-näkymä

Luo laskuja -näkymä

Kuinka luon laskun?

Kuinka luon koontilaskun?

Kuinka luon hyvityslaskun?

Kuinka lähetän sähköpostilaskun?

Kuinka poistan laskun?

Laskun asetukset

Matkalaskuasetukset

Matkakulujen lisääminen ja matkalaskun luominen

Matkakulujen ja matkalaskujen raportointi sekä hyväksyminen

Matkakulujen ja matkalaskujen muokkaaminen sekä poistaminen

Matkakulujen tarkastelu projektilla

Visma Scannerin käyttäminen

Lisää tarjouksen laskutussuunnitelma

Lisää tarjouksen projektisuunnitelma

Myynnin yhteenveto

Avoin myyntityö

Tarjouksen tekeminen

Tuntikirjaukset

Tuntikirjausten viikkonäkymä

Matkakulujen ja maksuerien kirjaus

Projektitehtävien kanban

Aktiviteettiryhmät

Aktiviteetin lisääminen

Resursointi yleisesti

Resurssien allokointi

Resursointinäkymä

Työntekijän näkymä

Raportin luominen

Raporttigalleria

Myynnin tila -suodattimen käyttö Työt-raportilla

Asiakasviestintäohjelmisto

Creamailer - Asiakasviestintäohjelmisto

4Straction Agenda 360

Dokumentinhallinta integraatiot

Google drive -tiedostonsiirto

Formstack Documents (WebMerge)

Kalenterisynkronointi

Google-kalenterisynkronointi

Google kalenterisynkronoinnin käyttöönotto

Microsoft Exchange/Office 365 kalenterisynkronointi

Office 365 kalenterisynkronoinnin käyttöönotto

Microsoft Exchange kalenterisynkronoinnin käyttöönotto

Myynnin ja markkinoinnin ohjelmistot

Hubspot-integraatio

Taloushallinnon integraatiot

Movenium integraatio

Sähköinen laskutus

Laskujen lähetys Fennoaan

Sähköposti-integraatio

Sähköposti-integraatio

Kuinka otan käyttöön kolmannen osapuolen rajapinnan?

Kuinka luon Visma Severa SOAP API -avaimen

Kuinka luon REST API tunnukset

Visma-tunnus FAQ

Miten voin ladata tietoja Severasta tietokoneelleni?

Käyttöoikeudet

Käyttäjienhallinta - Sähköposti-ilmoitukset

Yleiset - Asiakastietojen sisäänluku

Yleiset - Nimikkeiden sisäänluku

Yleiset - Sanasto

Palvelukuvaukset

Palvelukuvaukset

Myynnin hallinta

Työajanseuranta ja matkalaskut

Projektinhallinta

Visma Severa Sertifiointi

Sertifiointi: REST API

Need help or guidance?

Using guided tours in Visma Severa

Visma Severa mobile app

Customers (CRM)

Customer overview

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 management

Create proposals

Create project plan from proposal

Create billing plan from proposal

Forecasting of project financials

Fixed fee pricing

Project overview

Project collaboration

Project financials

Project settings

Using project templates

Time & Expenses

Time & Expenses view

Entering work hours

Work hours weekly view

Entering travel expenses and fees

Entering absences

Entering new activities

Activity groups

About resourcing

Allocating resources

Resourcing overview

The employee perspective

Report creation

Using the Sales status -filter in Cases-report.

Travel reimbursement

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

Email integration

Visma.net Financials integration

Visma.net Financials

AutoInvoice integration

AutoInvoice integration

Calendar synchronizations

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

Document management integrations

Visma Severa - Google Drive integration

Ticketing integrations

Zendesk integration

JIRA integration

Movenium integration

Visma Administration integration

How to update Visma Administration integration

Release notes of Visma Administration Severa integration

Download Visma Administration Severa Integration software

Visma Severa - Visma Administration integration

Visma Business 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

Visma Global integration

Checklist to complete before installing Visma Global – Visma Severa integration

Visma Global integration

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 integration

Visma eAccounting

Visma Lön integration

Visma Severa - Visma Lön integration

WebMerge integration

How to create REST API credentials

Getting started

How progress is calculated in cases-report

Rounding of invoice and proposal totals

Login using your Google account

Issues with emails sent from Severa

How do cost centers work in Severa?

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

Purchase process via Upgrades

Email notifications

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)

Visma Severa 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 call

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

Important information

Issue with SOAP API

TLS 1.0 and 1.1 will no longer be supported after 20.1.2021

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 January 2022

REST API release notes for December 2021

REST API release notes for November 2021

REST API release notes for October 2021

REST API release notes for September 2021

REST API release notes for August 2021

REST API release notes for July 2021

REST API release notes for June 2021

REST API release notes for May 2021

REST API release notes for April 2021

Resursallokering

Resursallokering

Allokera tid i ett projekt

Allokeringsöversikten

Medarbetarens perspektiv

Använda Visma Severa

Rapporttekniker i Visma Severa

Prissättning per timme

Fast prissättning

Skapa och redigera rapporter

Skapa faktura från projekt

Skapa faktura från huvudmeny

Redigera och uppdatera kundkortet

Uppdatera projektuppgifter

Uppdatering v.26 2015

Uppdatering v.21 2015

Produktuppdatering april 2015

Produktuppdatering November 2014

Produktuppdatering Oktober 2014

Ändring i Visma Severa för kunder som använder aktivitetshantering

Produktuppdatering september 2014

Produktuppdatering mars 2014

Produktuppdatering december 2013

Produktuppdatering oktober 2013

Produktuppdatering september 2013

Visma Severa - Visma Administration: Fältöverföring

Visma Severa - Visma Administration: Felmeddelanden

Visma Severa - Visma Administration: Användarinstruktioner

Uppdatera integration efter uppdatering av Visma Administration

Webinar: Visma Administration Integration uppdatering 1.6.0

Webinar: Produktuppdatering april 2015

Webinar: Produktuppdatering oktober 2014

Webinar: Produktuppdatering September 2014

Webinar: Produktuppdatering Mars 2014

Uppdatera Visma Administration Severa integration

Tidsredovisning

Ohjevideot 8

Näe kaikki 8 artikkelia

Visma Severa Sertifiointi 1

Sertifiointi: REST API