Visma Advisor
Activate collaboration in Visma Utlägg from Visma Advisor
With Visma Utlägg, you do not have to handle your customers' travel expenses and receipts manually.
Your customers' employees register their travel expenses via their computer or mobile. If you choose to also integrate Visma Utlägg with Visma Lön 600 and Visma Lön Smart, the travel expenses and outlays are syncronized with Visma Lön 600 or Visma Lön Smart and are added to respective employee's pay slip.
If you choose to activate the integration with Visma eEkonomi the chart of accounts will be updated automatically in Visma Utlägg. When you transfer the reports from Visma Utlägg to Visma eEkonomi the information is entered automatically in the journal entry. All source document images from Visma Utlägg is also entered into the journal entry, which will make it even easier to find the images that is connected to the journal entry. By default Visma eEkonomi is preselected as report recipient in Visma Utlägg
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.
Variants of Visma Utlägg
There are three variants of licenses for Visma Utlägg. In order to change this you need to go to Visma Utlägg. Read more on how you do this in the help for Visma Utlägg in the topic Användare.
Visma Utlägg Start is suitable for the user who report few outlays. Here the customer pay per report. You can also select this variant for someone whose role is to attest the users reports.
Visma Utlägg Smart is suitable for the user who wish to report as many travel expenses and outlays as they need. This variant also payed for with a fixed monthly price.
Visma Utlägg Pro is suitable for the company who not only need their employees to report as many travel expenses and outlays as they need, but also wish to link their corporate business card and logbook to the system, so that the information is automatically updated. This variant also payed for with a fixed monthly price.
When activating this collaboration, you can as an accounting office, choose to be the payee for Visma Utlägg. The collaboration is free of charge for the accounting office.
Activate integration with Visma Lön 600
After the collaboration has been activated in Visma Advisor you can activate the integration between Visma Lön 600 and Visma Utlägg. Read more in the help for Visma Lön in the topic Kom igång med Visma Utlägg i Visma Lön 600.
Activate integration with Visma Lön Smart
After the collaboration has been activated in Visma Advisor you can activate the integration between Visma Lön Smart and Visma Utlägg. Read more in the help for Visma Lön in the topic Kom igång om de anställda ska registrera sina utlägg.
Activate integration with Visma eEkonomi
After the collaboration has been activated in Visma Advisor you can activate the integration between Visma Utlägg and Visma eEkonomi. Read more in the help for Visma Utlägg in the topic Koppling till Visma eEkonomi.
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 Utlägg
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 Utlägg.
- Select Activate.
- In the list Task, select a task.
- At Invoice recipient, you choose who is going to pay for the service. Since the customer already uses and pays for the service in this scenario, the customer is set as invoice recipient by default. Should you choose to take over the payments for the service, you change the invoice recipient 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 in Visma, but has not used Visma Utlägg 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.
- 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 Utlägg.
- Select Activate.
- In the list Task, select a task.
- At Invoice recipient, you choose who is going to pay for the service.
- Select Next.
You have now activated the collaboration as well as the service for the customer. The customer receives an email and is asked to approve the collaboration and log in to Mina tjänster on vismaspcs.se. As soon as the collaboration has been approved, you can begin to work together in the service.
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.
- 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 Utlägg.
- Select Activate.
- In the list Task, select a task.
- At Invoice recipient, you choose who is going to pay for the service.
- Make sure that the details under Mandatory contact details for are correct. This user will be the administrator on vismaspcs.se.
- 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.
