Visma Advisor
Activate Visma Skatt & Bokslut Pro from within Visma Advisor
From Visma Advisor you can activate the service Visma Skatt & Bokslut Pro for your customers.
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.
Visma Skatt & Bokslut Pro is a web based service for accounting offices, that helps you increase the efficiency and profitability by distributing and evening the workload. Automated checks and continuous reconciliation during the year will help you achieve higher quality in the financial reporting for your customers. Here you can read more about the benefits working with Visma Skatt & Bokslut.
Note that you also can activate Visma Skatt & Bokslut Pro for natural persons. You can read about each variant in Customers - Collaborations.
To be able to activate the services you first need to have a task connected to the customer in Visma Advisor.
Activate the service from within Visma Advisor
- Go to Customers .
- Select the customer you want to activate the service for.
- Select the tab Collaborations.
- Click on the Read more button under Visma Skatt & Bokslut Pro.
- Choose your desired variant and select Activate. You can select to activate only Periodavslut, only Årsavslut or both.
- In the list Task, select a task for the module.
- Select Activate.
