How do I end a collaboration?

This topic is for you who work with Visma Skatt & Bokslut Pro as an accounting office.

Both the customer and the accounting office can, at any time, choose to end a collaboration for a service. If you work in an accounting office, you manage your collaborations in Visma Advisor.

  1. In Visma Advisor, go to Maintenance - Collaborations.
  2. Select the customer you want to change.
  3. Click on the End collaboration button in the bottom left corner.
  4. Select Save.

Read more about this in the help for Visma Advisor, in the section End collaboration for a service.