Practice management
Activate collaboration in Financial overview, Budget & Forecast from Practice management
From Practice management, you can invite your customer to a collaboration. This means that you share the same Financial overview, Budget & Forecast, and both parties can access the same information directly.
Watch this movie Bjud in till samarbete från Practice management (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.
Customer in Spiris using Financial overview, Budget & Forecast
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the icon for Financial overview, Budget & Forecast.
- On the page, select Activate.
- Select Task, Invoice recipient and Period.
- At Agreement period, you choose whether the agreement period should be 3 or 12 months.
- 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 My Spiris on spiris.se. As soon as the collaboration has been approved, you can begin to work together in the service.
Customer in Spiris, but has not used Financial overview, Budget & Forecast before
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the icon for Financial overview, Budget & Forecast.
- On the page, select Activate.
- Select Task, Invoice recipient and Period.
- On the page, select Activate.
You have now activated the collaboration as well as the service for the customer. The customer receives an email and is asked to approve the collaboration and log in to My Spiris on spiris.se. As soon as the collaboration has been approved, you can begin to work together in the service.
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 in Practice management.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the icon for Financial overview, Budget & Forecast.
- On the page, select Activate.
- Select Task, Invoice recipient and Period.
- Make sure that the details under Mandatory contact details for are correct. This user will be the administrator on spiris.se.
- On the page, select Activate.
You have now activated the collaboration as well as the service for the customer. Also, the customer's administrator on spiris.se has been created. The administrator now receives an email with information that the accounting office has activated the service, and is asked to log in to My Spiris on spiris.se in order to approve terms and conditions for the service. As soon as these have been approved you can start your collaboration.
