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Visma Severa - Visma Lön integration

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Description

With Visma Lön interface it is possible to make a file of work hours, overtime, absenses and travels from certain period of time from Visma Severa and import this data to Visma Lön to be used for salary payment purposes.

Follow the purchase process to activate this add-on. Please notice that this add-on is only available for customers located in Sweden and requires the Advanced time tracking add-on.

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Settings in Visma Severa

Enable flextime

Go to Tools > Settings > Time tracking options to enable flextime. Set a start date for "Work hour calculation starting date". Flextime is needed so that work day calculations are correct.

User settings

Go to Tools > User management. Each employee needs to have a code, social security number and valid employment with start date + expected daily work hours amount in order for the integration to work. Code is used to match the employee in Visma Severa and in Visma Lön.

Edit each user and check that a code exists in Overview -section, a social security number exists in Personal details -section and valid work contract is found in Work contracts -section.

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Same settings must be found in Visma Lön's user register.

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Activity type settings

To match different types of absenses from Visma Severa to time codes (tidkoder) in Visma Lön, activity type name has to start with code that is 3 numeric characters long. Go to Tools > Settings > Activity types and edit all the activity types by clickig the pen icon in the front of the name.

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Same codes must be found in Visma Lön's time codes. You can edit and set up your time codes under Arkiv > Företagsunderhåll > Företagsinställningar > Import/Export and click the icon for Tidkoder... in Visma Lön.

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Work type settings

To match different type of work types from Visma Severa to time codes (tidkoder) in Visma Lön, a code has to be given for each work type. Same code must be found from Visma Lön's time codes. Go to Tools > Settings > Work types and edit all the work types by clickig the pen icon in the front of the name.

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Overtime rate settings

To match different type of overtime rates from Visma Severa to time codes (tidkoder) in Visma Lön, a code has to be given for each overtime. Same code must be found from Visma Lön's time codes. Go to Tools > Settings > Overtime and edit all the overtime options by clickig the pen icon in the front of the name.

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Travel expenses settings

To match different types of travel expenses from Visma Severa to travel expenses in Visma Lön a code has to be given for each travel expense type in Visma Severa and same expense codes must be found from Visma Lön. Go to Tools > Settings > Travel expenses and edit all the travel expenses by clickig the pen icon in the front of the name.

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You can edit and set up your expense codes under Arkiv > Företagsinställningar > Import/Export and click the icon for Utläggskoder... in Visma Lön.

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In the window that opens you add and match the codes added to Visma Severa to the field expense code (Utläggskod) to the code added to Severa.

In this view you can also select what salary type (Löneart) the code should be associated with:

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Public holiday

When adding new or editing public holidays you must make the same settings in Visma Lön. Public holidays is edited for Severa in Tools > Settings > Public holidays. These settings must match the settings in Visma Lön under Arkiv > Företagsunderhåll > Företagsinställningar / Helgdagar m.m

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It's important in order for the transfer to work that half days is marked as "Full tid" in Visma Lön since there is no settings to manage this in Visma Severa. 

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Data transfer settings

Go to Tools > Data transfers and select Settings tab. Enter your company's name and number. Work hour entries, absenses and travels are collected into a file based on the selected time frame setting. Save settings.

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Verify that company name and number matches with the name and number in Visma Lön.

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Settings in Visma Lön

Bokföring

Activate bookkeeping parameters in Visma Lön by selecting "Resultatenhet" and "Project" in Bokföring. 

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Import/Export settings

Select the default folder where file exported from Visma Severa is located.

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Remove setting "Använder Mitt lönebesked i Visma Stämpla.

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Create a file to import into Visma Lön

Go to Tools > Data transfers and click "Ladda ned lönefill". Save the file into the folder selected in Visma Lön's Import/Export settings.

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Create salary in Visma Lön

In Visma Lön go to Förstasida > Skapa ny lönekörning to import work hours and absense data.

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Select "Importera från tidsredovisning" to select the file exported from Visma Severa.

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