Integrering : Severa

(SWE) Svenska artiklar

Yleinen

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?

Asiakkaat

Yhteenveto

Yhteyshenkilön poistaminen ja inaktivointi

Projektit

Paranneltu projektin ennustaminen

Toistuvan maksuerän lisääminen, muokkaaminen ja laskutus

Taloustietojen ennustaminen

Kiinteähintaiset projektit

Laskutus

Laskut-näkymä

Luo laskuja -näkymä

Kuinka luon laskun?

Kuinka luon koontilaskun?

Kuinka luon hyvityslaskun?

Kuinka lähetän sähköpostilaskun?

Kuinka poistan laskun?

Laskun asetukset

Matkalaskut

Matkalaskuasetukset

Matkakulujen lisääminen ja matkalaskun luominen

Matkakulujen ja matkalaskujen raportointi sekä hyväksyminen

Matkakulujen ja matkalaskujen muokkaaminen sekä poistaminen

Matkakulujen tarkastelu projektilla

Visma Scannerin käyttäminen

Myynti

Lisää tarjouksen laskutussuunnitelma

Lisää tarjouksen projektisuunnitelma

Tuntikirjausten viikkonäkymä

Matkakulujen ja maksuerien kirjaus

Poissaolot

Aikataulu

Kalenteri

Tehtävälista

Projektitehtävien kanban

Aktiviteettiryhmät

Aktiviteetin lisääminen

Resursointi

Resursointi yleisesti

Resurssien allokointi

Raportit

Myynnin tila -suodattimen käyttö Työt-raportilla

Asiakasviestintäohjelmisto

Creamailer - Asiakasviestintäohjelmisto

BI ratkaisut

Power BI

4Straction Agenda 360

Fuusor BI

Bi Book

Dokumentinhallinta integraatiot

DocStarter

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

Tiketöinti

Resursointi

Laskujen lähetys Fennoaan

Finvoice

Maventa

Sähköposti-integraatio

Yleiset

Kuinka otan käyttöön kolmannen osapuolen rajapinnan?

Kuinka luon Visma Severa SOAP API -avaimen

Kuinka luon REST API tunnukset

Käyttöohjeet

Visma-tunnus FAQ

Käyttöoikeudet

Käyttäjienhallinta - Sähköposti-ilmoitukset

Yleiset - Asiakastietojen sisäänluku

Yleiset - Nimikkeiden sisäänluku

Yleiset - Sanasto

Palvelukuvaukset

General

Need help or guidance?

Using guided tours in Visma Severa

Action history

Visma Severa mobile app

Deleting and inactivating a contact

Sales & projects

Customer financials

Customer collaboration

Customer settings

Invoicing

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?

Sales

Create project plan from proposal

Create billing plan from proposal

Projects

Forecasting of project financials

Project collaboration

Project financials

Project settings

Using project templates

Work hours weekly view

Entering travel expenses and fees

Entering absences

Schedule

Entering new activities

Resourcing

The employee perspective

Reporting

Report creation

Using the Sales status -filter in Cases-report.

Report gallery

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

Visma.net Financials integration

Visma.net Financials

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

WebMerge

General

How to create REST API credentials

Getting started

How progress is calculated in cases-report

Rounding of invoice and proposal totals

Item import

Account import

Issues with emails sent from Severa

How do cost centers work in Severa?

Glossary

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

Purchase process via Upgrades

Access rights

Email notifications

Add-ons

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)

Instructions

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

Code examples

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)

Release notes

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

Instructions

How to get started with REST API

How to: Create client credentials?

Release notes

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

REST API release notes for October 2021

Resursallokering

Allokera tid i ett projekt

Allokeringsöversikten

Medarbetarens perspektiv

Använda Visma Severa

Rapporttekniker i Visma Severa

Fakturamallar

Prissättning per timme

Fast prissättning

Skapa och redigera rapporter

Skapa faktura från projekt

Skapa faktura från huvudmeny

Redigera och uppdatera kundkortet

Skapa kund

Uppdatera projektuppgifter

Skapa projekt

Startsidor

Information

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

Integrering

Visma Severa - Visma Administration: Fältöverföring

Visma Severa - Visma Administration: Felmeddelanden

Visma Severa - Visma Administration: Användarinstruktioner

Video

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

Finnish

Finnish

(SWE) Svenska artiklar