Activate collaboration with Financial overview, Budget & Forecast

Invite your customers to collaborate in other Spiris solutions. This means you share the same Spiris solution, and you no longer need to manually send data back and forth. Both parties have access to the same information immediately.

Watch this movie Bjud in till samarbete (in Swedish), to see how it works. And in the movie Acceptera samarbete, you can see how it will look like when a customer receives an invitation for a collaboration.

Your customers may have different relations to Spiris, the activation process can differ slightly. Therefore, choose the scenario below that fits your customer.

To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.

  1. Go to Customers .
  2. Select the customer you want to activate the collaboration for.
  3. Select the tab Collaborations.
  4. Click on the icon for Financial overview, Budget & Forecast.
  5. On the page, select Activate.

    6. The window Activate solution opens.

  1. Select Task, Invoice recipient and Period.
The information shown in the dialogue refers to the next contract period. It also means that no charges will be incurred until the agreement is renewed. Should you choose to take over the payments for the service, you change the invoice recipient to Accounting firm instead.
  1. At Agreement period, you choose whether the agreement period should be 3 or 12 months.
  2. On the page, select Activate.

You have now activated the collaboration and an email has been sent to the customer. There, the customer is asked to approve the collaboration by logging in to Spiris. Once this is done, you can start your collaboration.

To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.

  1. Go to Customers .
  2. Select the customer you want to activate the collaboration for.
  3. Select the tab Collaborations.
  4. Click on the icon for Financial overview, Budget & Forecast.
  5. On the page, select Activate.

    6. The window Activate solution opens.

      Select Task, Invoice recipient and Period.
  1. On the page, select Activate.

You have now activated the collaboration as well as the solution for the customer. The customer receives an email and is asked to approve the collaboration and log in to Spiris. Once this is done, you can start your collaboration.

To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.

  1. Go to Customers .
  2. Select the customer you want to activate the collaboration for.
  3. Select the tab Collaborations.
  4. Click on the icon for Financial overview, Budget & Forecast.
  5. On the page, select Activate.

    6. The window Activate solution opens.

      Select Task, Invoice recipient and Period.
  1. Make sure that the details under Mandatory contact details for are correct. This user will be the administrator on spiris.se.
  2. On the page, select Activate.

You have now activated the collaboration as well as the solution for the customer. Also, the customer's administrator on Spiris has been created. The administrator 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, you can start your collaboration.

Related topics

Get started with collaborations
Collaborate with your customers via Practice management
Activate collaboration with Bookkeeping & Invoicing
Activate collaboration with Spiris Scanner

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