Getting started with Visma Advisor - User

Add your customers

	Go through the wizard that you will find under Customers in the main menu to add customer information.
	Add the tasks for the customer and add task owner and participants. Either you do this via the wizard when adding a new customer or in the tab Tasks.
	Add pricing for the tasks. Either you do this via the wizard when adding a new customer or via the tab Pricing.
	Perform a KYC (Know Your Customer) to ascertain your customer's identity, before creating any engagement letter or committing to onboard the customer. If you for some reason decide to not onboard a customer, that you consider as suspicious, this should be reported to Finanspolisen.
	Create an engagement letter. Outline the scope of work to be performed, the responsibilities of each party, the expected time lines, and the fees associated with the services provided.

Activate collaborations

Activate collaborations with your customers. This means you share the same service, and you no longer need to manually send data back and forth. Both parties have access to the same information immediately. As a user you can always start a collaboration, but editing or ending a collaboration means that you need to have full user rights for customers in Visma Advisor and an Administrator role for the service in Mina tjänster.

Bjud in till samarbete från Visma Advisor

Getting started with collaborations in Visma Advisor

Time registrations and outlays

You register time continuously on the tasks and activities you perform for the customer. In this way you can ensure all the hours are available when it comes to invoicing. There are several ways to register time, manually or via the Start and Stop feature. Read and learn more in the topics below.

Register time via start and stop functions

Register time manually via Time registration icon

Register time manually via day and week mode

Register outlays

You can link an outlay to a customer and task and also determine whether or not it is to be invoiced. Outlays marked for invoicing will be included when you create an invoice basis for the customer. You can also register outlays that is not to be invoiced.

Create outlay registration

Get an overview with checklist

The Checklists function provides you with a clear overview of your customer tasks. You will be able to see statuses, follow up your tasks and make sure they have been completed and when it was completed.

Mark your tasks/checkpoints as completed

Set due date for checkpoints

If you invoice

If you will have the user rights to create invoices, we've gathered some topics to help you get going.

Create invoice basis

Adjust invoice basis

Approve invoice basis

My start page - your page

My start page can be beneficial when you start your workday. It's equipped with various graphs, a notice board and practical features such as Task summaries and To-do notes. Furthermore, you can personalize the page by selecting your preferred options and arranging them as you wish.

My startpage

Routines - a great way to find information

If your administrator has added routines, this can facilitate the everyday work for you. Here you can find information about, for example, how customers should be administered, what to think about before inviting a customer to a collaboration, etc. Simply a great tool that will answer a lot of questions, even when your colleagues are busy.

Routines