Activate collaboration with Spiris Scanner

From Practice management, you can invite your customer to a collaboration in Spiris Scanner. This means that you share the same Spiris Scanner, and both parties can access the same information directly. Your customers may have different relations to Spiris, the activation process can differ slightly. Therefore, choose the scenario below that fits your customer.

The customer downloads the app Spiris Scanner and logs in to My Spiris. The Agency works via Bookkeeping & Invoicing or Visma Administration.

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.

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 Spiris Scanner.
  5. Select Activate.

    6. The window Activate service opens.

  6. In the list Task, select a task.
  7. 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.

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 Spiris Scanner.
  5. Select Activate.

    6. The window Activate service opens.

  6. In the list Task, select a task.
  7. 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.

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 Spiris Scanner.
  5. Select Activate.

    6. The window Activate service opens.

  6. In the list Task, select a task.
  7. 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.

Relaterade avsnitt

Getting started with collaborations in Practice management
Collaborate with your customers via Practice management
Activate collaboration in Bookkeeping & Invoicing from Practice management
Activate collaboration in Financial overview, Budget & Forecast from Practice management
Show/edit/end active collaborations

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