Using the Netvisor-Severa integration interface allows for the transfer of sales invoices, time entries, and travel expenses created in Severa to Netvisor. Sales invoices can be conveniently transferred to the sales ledger for invoice sending and payment tracking, and time entries and travel expenses for payroll purposes. Severa's sales invoices can also be imported into Netvisor as sales orders. Purchase invoice lines can be transferred from Netvisor to Severa's projects either for rebilling or expense tracking. All these transfers are always done manually through Netvisor, allowing the user to verify the accuracy of the transferred data.

Through the Netvisor-Severa integration interface, customer and product registry data, as well as accounting object data, are automatically transferred. During the setup, it is chosen whether customer and product registry data are transferred from Netvisor to Severa or vice versa. In the integration interface transfer settings, it is possible to select which data to transfer between systems and set the necessary default information.

The Netvisor-Severa integration interface also supports currency invoices if the Multi-currency environment add-on is enabled in Severa. However, it should be noted that the company's home currency must be the same in both systems for invoices to transfer correctly.

The use of the Netvisor-Severa integration interface is included in all service packages. The functions of the Netvisor-Severa integration interface can be found under the "Extensions" menu.

 

An add-on can be enabled from Severa's side for the Netvisor-Severa integration, which updates the payment information of the sales invoice from Netvisor to Severa. A detailed description and instructions for activation can be found in Severa's guide.

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.