Practice management
Activate collaboration in Payroll from Practice management
With Payroll you get a cloud based payroll system with automated calculations and reporting.
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.
There are variants to collaborate in Payroll:
Standard - In this collaboration variant, you can collaborate with the customer in the service. In a collaboration in Payroll, you decide together with your customer who does what in the payroll work. This may apply to creating and changing work schedules, registering times or making the salary payment itself. The salary work with your customer should be based on how you choose for your customer to record time. In this variant, you the agency or the customer can be the recipient of the invoice for the collaboration.
Start - In this collaboration variant it is only you, as an agency, that can access the service. In this variant, it is only the agency that can be the recipient of the invoices.
You can choose between two ways of working with time registration in both collaboration variants.
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You as an accountant consultant register the time entries and deviations for all your customer's employees via smart short cuts in the service. Via the app Employee the customer's employees will have a full overview of their work schedule, hours worked, flexitime, leave and vacation days.
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Your customer decide to let the employees register their work hours and deviations themselves. In this case they will use Employee either via the web or via their mobile. Before the information enters the payroll service, an attestant at the company can approve the time reports digitally and you do the payroll run with a few clicks. The employees will have a full overview of their work schedule, hours worked, flex, absence and vacation days. With the app Employee, the customer's employees can receive their pay slips directly in the mobile.
The activation of the collaboration is done for the customer on the Collaboration tab in Practice management. 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 Payroll
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 Payroll.
- At Choose, click on the list button on the right to directly select and activate a variant, or click on the large button to get more information about the options.
- Select Activate.
- In the list Task, select a task.
- At Invoice recipient, if you have chosen the Standard collaboration variant, you can select who is going to be invoice recipient. If you select Start collaboration variant the invoice recipient is by default set to Accounting firm instead.
- 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 with whom you have previously collaborated in Visma Lön 300/600 and Spiris Employee/Kivra
If you have worked in Visma Lön 300/600 and have employees who have Employee or Payslip/Kivra activated, you will automatically receive certain information when you start Payroll.
Read more in the topic Can I transfer data from another payroll program when I start using Payroll? in the help for Payroll.
Customer in Spiris, but has not used Payroll 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.
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Go to Customers .
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Select the customer you want to activate the collaboration for.
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Select the tab Collaborations.
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Click on the icon for Payroll.
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At Choose, click on the list button on the right to directly select and activate a variant, or click on the large button to get more information about the options.
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Select Activate.
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In the list Task, select a task.
- At Invoice recipient, if you have chosen the Standard collaboration variant, you can select who is going to be invoice recipient. If you select Start collaboration variant the invoice recipient is by default set to Accounting firm instead.
- On the page, select Activate.
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.
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Go to Customers .
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Select the customer you want to activate the collaboration for.
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Select the tab Collaborations.
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Click on the icon for Payroll.
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At Choose, click on the list button on the right to directly select and activate a variant, or click on the large button to get more information about the options.
-
Select Activate.
- In the list Task, select a task
- At Invoice recipient, if you have chosen the Standard collaboration variant, you can select who is going to be invoice recipient. If you select Start collaboration variant the invoice recipient is by default set to Accounting firm instead.
- 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.
