Mina tjänster

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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 or Visma Byråstöd:

  • 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 .

See also