Visma Advisor
End collaboration for a service
Both the customer and the accounting office can, at any time, choose to end a collaboration for a service. Other collaborations are not affected.
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Go to Settings - Collaborations.
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Select the customer you wish to edit.
By expanding a customer, you get an overview of the active collaborations you have with the customer.
If you receive an error message when trying to end a collaboration, informing you that main contact is missing for the customer number, you solve this by setting a new Main contact. Go to Mina tjänster, switch to the customer's company and select Users and services. Change a user's role by selecting the pencil symbol followed by selecting Administrator. Finally, select this user as Main contact. Should your customer not be in the list over users, you first need to create a new user.
The following occurs in the service for which the collaboration is ended
Visma eEkonomi
In Change variant or end a collaboration for Visma eEkonomi you'll find more information about ending a collaboration in the different variants.
Visma Ekonomiöversikt
All information in the service will be deleted.
Visma Lön Anställd
Before ending the collaboration, it is important that the accounting office adds the customer as a new user in Visma Lön before handing over the backup file. Also, the data should be synchronised in Visma Lön. After the collaboration is ended, the company no longer has access to the service. If the customer wants to continue to work with the service, it must do so through the pay program or via a new collaboration.
Visma Scanner
The company can choose to continue to work with the service independently, or to end the subscription completely.
Visma Utlägg
Before ending the collaboration, it is important that you check that all reports are submitted and that all users have submitted their outlays.
You can choose either to terminate the collaboration and let your client continue working in the service or to terminate the collaboration and delete the service. If you choose to delete Visma Utlägg, all data in the service will be deleted.
Related topics
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Show/edit/end active collaborations |
