Mina tjänster
Start collaborations
Most commonly, it is the accounting office that sends a request to their customer that they wish to collaborate in a service.
This how a collaboration is set up in Mina tjänster, after you added or chose a customer from within Visma Advisor
- A request to collaborate is sent to the customer, that needs to be approved of your customer. Note that you can not do anything before the customer has approved the invitation.
- All your sent requests are visible under My Services - Sent requests. Here you can also send reminders to your client .
- Settings on who will pay for the service (accounting office or customer) can be done and altered on respective client.
- To switch between companies to work with, click the company name in the upper right corner and choose the company you wish to switch to.
- To end a collaboration with a customer, click the respective customer under Collaborations .