Practice management
Activate collaboration with Bookkeeping & Invoicing
Are you an accounting firm and want to collaborate with your customers? Congratulations! This means that you will share the same information and can stop sending files between you. There are several ways you can do that.
Watch this movie Bjud in till samarbete fraĚŠn Practice management (in Swedish), to see how it works.
There are several ways to collaborate on invoicing and accounting:
- Bookkeeping & Invoicing - Accountant access
- Bookkeeping
- Approval & Approval & Invoicing
- Bookkeeping & Invoicing
- Bookkeeping & Invoicing +
Is the customer is already working with the accounting in Spiris? Great - then preferably start the co-operation in the same solution. You as an accounting office work in Bookkeeping & Invoicing +.
Read about each alternative in Practice management under Customers - Collaborations to find out which of these is the most suitable.
Customer in Spiris using Bookkeeping & Invoicing
Accounting office invites customer to collaboration
First, create a task on the customer.
- Go to Customers.
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click the icon for the function and then Activate for the collaboration you want to create.
If there is already an existing collaboration, it's displayed under the button Select customer's solution. With this option, you send an invitation to the customer for a collaboration in their current solution and agreement. The information shown is valid for the next subscription period and no charges will apply until it is renewed.
- Select Task, Invoice recipient and Period.
- Select Activate.
An email is now sent to the customer, asking them to accept the collaboration by logging in to Spiris . Once this is done, it's time to get started!
Change solution
Do you want to add new features? Just select the solution you want to use and the access will be automatically updated. If you collaborate with an accounting firm, the change is made in Practice management.
Do you want to change the customer's access to a solution with fewer possibilities? Bear in mind that some accounting data may be lost and the company may have to be restarted. Read more in the section Changing a customer's access or ending a collaboration for more information. Do you still want to change? Contact our customer support and we will help you.
Customer invites accounting office to collaboration
The customer invites the agency to collaborate under the More solutions- Activate collaboration menu item in Bookkeeping & Invoicing. The collaboration means that the agency gets access to the customer's company. If you, as an agency, have received an invitation, do the following:
- Accept the invitation via the activation link in the email.
- Select Verify that your corporate ID number and e-mail address is correct.
Your customer will now receive a confirmation that the agency has accepted the invitation.
- Log into Spiris.
- Select your customer's company in the drop-down menu to the right.
- Approve the Terms and conditions.
- Open Practice management.
- If it is a new customer, select Customers - New customer and follow the instructions. Read more in Add new customer.
- Select Settings - Collaborations. Click on the customer and link the collaboration with a task.
You can now start the collaboration directly from the Customer list or by opening the customer and clicking on the Start solution button at the top of the customer page The collaboration will also be visible on the tab Collaborations.
Customer in Spiris, but has not used Bookkeeping & Invoicing before
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer.
- Go to Customers.
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click the icon for the function and then Activate for the collaboration you want to create.
The window Activate service opens.
- Select Task, Invoice recipient and Period.
- On the page, select Activate.
An email is now sent to the customer, asking them to accept the collaboration by logging in to Spiris . Once this is done, it's time to get started!
New customer in Spiris
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click the icon for the function and then Activate for the collaboration you want to create.
The window Activate service opens.
- Select Task, Invoice recipient and Period.
- On the page, select Activate.
If you have activated a collaboration in Bookkeeping & Invoicing - Accountant access, no email will be sent, as the customer will not have any access to the solution.
The collaboration is now activated for the customer. The administrator in Spiris now receives an email with information that the accounting office has activated the solution, and is asked to log in to Spiris in order to approve the terms and conditions. Once this is done, it's time to get started!
