Bookkeeping & Invoicing
End a collaboration with an accounting office
Both the customer and the accounting office can, at any time, choose to end a collaboration. Other collaborations are not affected.
- Log in to My Spiris on spiris.se.
- Select Collaborations in the menu.
- In the list of solutions, click on the pencil icon to the right of the solution you want to end.
- Select End collaboration
- Select what shall happen after the collaboration ends.
- Confirm by selecting End collaboration.
If you receive an error message that the main contact is missing for the customer number, resolve this by setting up a new Main contact.
- Go to My Spiris, switch to the customer's company and select Manage users.
- Change a user's role by selecting the pen symbol followed by selecting Administrator. If the customer is not on the list, they must be created first.
- Select this user as the Main contact.
The following occurs in the service for which the collaboration is ended
Bookkeeping & Invoicing
The company can choose to continue to work with the solution independently, or to end the subscription completely. If it is ended completely, you can still access existing information but not make any changes.
Financial overview, Budget & Forecast
All information will be deleted.
Employee
Before ending the collaboration, it is important that the accounting office adds the customer as a new user in Payroll before handing over the backup file. The data in Payroll also need to be synchronised. After the collaboration is ended, your company no longer has access. If the customer wants to continue to work, this is done through a payroll programme or via a new collaboration.
Travel & Expenses
Before ending the collaboration, it is important that you check that all reports are submitted and that all users have submitted their expenses.
You can choose either to end the collaboration and let your client continue working or to end the collaboration and delete the solution. If you choose to end Travel & Expenses, all data will be deleted.
Spiris Scanner
The company can choose to continue to work with the solution independently, or to end the subscription completely.
Related topics
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Start a collaboration with an accounting office |
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Activate collaboration in Bookkeeping & Invoicing from Spiris Practice management |
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Aktivera samarbete i Bookkeeping & Invoicing från Visma Byråstöd |
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Register auditor as a user |
