Visma Advisor
Activate collaboration in Visma Lön Smart from Visma Advisor
With Visma Lön Smart you get a cloud based payroll system with automated calculations and reporting.
Watch this movie Bjud in till samarbete från Visma Advisor (in Swedish), to see how it works. And in the movie Acceptera samarbete, you can see how it will look like when a customer receives an invitation for a collaboration.
There are variants to collaborate in Visma Lön Smart:
Standard - In this collaboration variant, you can collaborate with the customer in the service. In a collaboration in Visma Lön Smart, you decide together with your customer who does what in the payroll work. This may apply to creating and changing work schedules, registering times or making the salary payment itself. The salary work with your customer should be based on how you choose for your customer to record time. In this variant, you the agency or the customer can be the recipient of the invoice for the collaboration.
Start - In this collaboration variant it is only you, as an agency, that can access the service. In this variant, it is only the agency that can be the recipient of the invoices.
You can choose between two ways of working with time registration in both collaboration variants.
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You as an accountant consultant register the time entries and deviations for all your customer's employees via smart short cuts in the service. Via the app Visma Lön Anställd the customer's employees will have a full overview of their work schedule, hours worked, flexitime, leave and vacation days.
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Your customer decide to let the employees register their work hours and deviations themselves. In this case they will use Visma Lön Anställd either via the web or via their mobile. Before the information enters the payroll service, an attestant at the company can approve the time reports digitally and you do the payroll run with a few clicks. The employees will have a full overview of their work schedule, hours worked, flex, absence and vacation days. With the app Visma Lön Anställd, the customer's employees can receive their pay slips directly in the mobile.
The activation of the collaboration is done for the customer on the Collaboration tab in Visma Advisor. Your customers may have different relations to Visma, the activation process can differ slightly. Therefore, choose the scenario below that fits your customer.
Customer in Visma using Visma Lön Smart
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Visma Advisor.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the Read more button under Visma Lön Smart.
- Select variant.
- Select Activate.
- In the list Task, select a task.
- At Invoice recipient, if you have chosen the Standard collaboration variant, you can select who is going to be invoice recipient. If you select Start collaboration variant the invoice recipient is by default set to Accounting firm instead.
- Select Next.
You have now activated the collaboration and an email has been sent to the customer. There, the customer is asked to approve the collaboration by logging in to Mina tjänster on vismaspcs.se. As soon as the collaboration has been approved, you can begin to work together in the service.
Customer with whom you have previously collaborated in Visma Lön 300/600 and Min Lön/Kivra
If you have worked in Visma Lön 300/600 and have employees who have Visma Lön Anställd or Min Lön/Kivra activated, you will automatically receive certain information when you start Visma Lön Smart.
Read more in the topic Can I transfer data from another payroll program when I start using Visma Lön Smart? in the help for Visma Lön Smart.
Customer in Visma, but has not used Visma Lön Smart before
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Visma Advisor.
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Go to Customers .
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Select the customer you want to activate the collaboration for.
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Select the tab Collaborations.
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Click on the Read more button under Visma Lön Smart.
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Select variant.
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Select Activate.
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In the list Task, select a task.
- At Invoice recipient, if you have chosen the Standard collaboration variant, you can select who is going to be invoice recipient. If you select Start collaboration variant the invoice recipient is by default set to Accounting firm instead.
- Select Next.
New customer in Visma
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Visma Advisor.
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Go to Customers .
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Select the customer you want to activate the collaboration for.
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Select the tab Collaborations.
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Click on the Read more button under Visma Lön Smart.
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Select variant.
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Select Activate.
- In the list Task, select a task
- At Invoice recipient, if you have chosen the Standard collaboration variant, you can select who is going to be invoice recipient. If you select Start collaboration variant the invoice recipient is by default set to Accounting firm instead.
- Select Next.
You have now activated the collaboration as well as the service for the customer. Also, the customer's administrator on vismaspcs.se has been created. The administrator now receives an email with information that the accounting office has activated the service, and is asked to log in to Mina tjänster on vismaspcs.se in order to approve terms and conditions for the service. As soon as these have been approved you can start your collaboration.
