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List of available add-ons

For information about purchasing add-ons, please read How to Upgrade.

Add-ons

Action history: Action history records and displays a log of events made in relation to a Case, User or Invoice. Specific actions are logged, and when retrieved will be displayed with the Date, Time, Action and the Person who completed the action, listed in reverse chronological order.

Activity management: Add, assign, track and confirm activities for yourself and coworkers in a case or on the Calendar. And, quickly view upcoming activities with the My activities sidebar.

Advanced time tracking: Advanced time tracking is a management tool to simplify the procedures involved with collecting work hours. With Advanced time tracking you’re able to define the work week, create work contracts with expected hours and control absences to automatically calculate employee work hour balances.

Advanced pricing: Create pricing that is based on the amount of entered products.

Advanced reporting: Experience the benefits of grouped, pivot-table like analysis reports to review and analyze the data in Visma Severa. Create your own key performance indicators (KPI) and follow how your organization, it's employees and projects are performing. Enjoy the new, colorful style and easy-to-use layout of the reports and possibility to export report as proper Excel-file with styles.

Advanced resourcing: Advanced resourcing is a tool to assist with the planning, scheduling and assignment of work. Whether new projects are being planned or existing projects are being revised, resourcing provides a critical view of employee workloads and availability. In Visma Severa, employee resources are allocated inside individual cases or through reporting

Extranet sharing: Extranet sharing is an online extension of Severa 3 that allows you to share project information with external contacts such as customers, partners or vendors.

Google authentication: With Google Authentication add-on users can login into Visma Severa using their Google-accounts. No credentials are required to login into Visma Severa after first authentication as long as user is logged into Google's services.

Google Calendar sync: Google Calendar sync helps you coordinate your work schedule with two-way sync between Severa and Google. It’s safe, secure and easy to set up using OAuth or Credential based authentication.

Google Drive: Google Drive is an integration that allows you to organize, store and share digital files in relation to projects managed in Severa. Google Drive is similar in function to the File storage offered within Severa, but may be preferred by organizations with a Google account.

Graphical reports: Graphical reports calculate and display reports about expected sales values, orders, billed work, revenue, costs and case activities. The results are displayed as charts, and the charts can be named and saved for review on the Dashboard or from Cases in the top menu.

The user can create many different reports based on the data, how it’s grouped, the type of chart displayed and the time frame. Results can be ungrouped, as a total, or grouped by case owner, sales person, account, department or sales process. Data from the previous year can be included, and forecasts can be estimated. Report data can also be filtered based on Sales status, Sales person, Case owner, Account grouping, Department or Product.

Multi-currency: The Multi-currency function allows the user to select from over 160 currencies to be added to the system. The new currency can then be assigned as the default on new accounts, and will thereafter automatically be applied to invoicing for all cases related to that account.

Microsoft Exchange/ Office 365 Calendar calendar sync: Microsoft Exchange/Office 365 calendar sync helps you coordinate your work schedule with two-way synchronization between Visma Severa and Microsoft Exchange/Office 365.

Organizational hierarchy: Organizational hierarchy is used to distinguish and organize unique segments of your company such as internal departments, business units, international holdings or subsidiaries.

Proposal creation: Proposal tool has great features, such as simplified proposal creation, adding many proposals to one case and a possibility to create own templates. You can edit proposal's layout and for example change the name from proposal to i.e. order confirmation.

Recurring billing: Recurring billing is a convenient way to ensure that repeat charges are ready to bill on schedule. For example, ongoing cases may have flat rate service fees that are billed monthly, retainer fees that are billed quarterly or site maintenance fees that are billed upon completion of a project phase. In this way Recurring billing accommodates various billing structures and will automatically release fees for billing at set intervals.

Revenue recognition: Revenue recognition allows you to view, search and adjust the monthly distribution of project revenue for an entire project portfolio, a specific business unit or a single case.

This means you have the ability to determine the accounting period, before or after invoicing and payment, in which revenue is recognized. For example, if a project will take several months to complete and the customer will make payments at the beginning and end of the project, you are able to recognize revenue for every month in which services are rendered instead of having two high revenue months with no revenue for the intervening months.

Single sign-on: Single sign-on is a user authentication process that connects Severa 3 with your central directory, which in turn will automate user authentication and provide increased control for the system administrator when adding, changing or deleting users.

Travel reimbursement: Travel reimbursement simplifies travel expense reporting, billing and reimbursement.

Users create Travel reimbursement requests by entering expenses for transportation, accommodation and Per diem in relation to cases. Receipts are attached electronically, and the request is submitted for approval.

Supervisors locate Travel reimbursement requests in Severa, and are able to review, edit, export and approve expenses. Once approved, expenses are automatically available in the case for billing.

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