Practice management
Activate collaboration in Digital add-ons to Visma Lön 600
Invite your customers to collaborate in one or more of Spiris payroll add-ons (Employee/Payslip).
The collaboration is activated from Practice management and is named Digital add-ons to Visma Lön 600. In Visma Lön 600 you select which one of the add-ons that should be activated for the customer.
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.
Payslip is a part of Employee. If you want to invite a customer to a collaboration restricted to Payslip exclusively, this collaboration must be activated in Employee.
Your customer is already a customer of Spiris and uses Employee/Payslip.
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 Digital add-ons icon for Visma Lön 600.
- Select Activate.
- In the list Task, select a task.
- 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.
Customer in Spiris, using Employee/Payslip
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 Digital add-ons icon for Visma Lön 600.
- Select Activate.
- In the list Task, select a task.
- 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.
- Activate the solution in Payroll. Find out more about how to get started with them in the links below:
Your customer isn't a customer of Spiris today
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 Digitala tillval icon for Visma Lön 600.
- Select Activate.
-
The window Activate solution opens.
- In the list Task, select a task.
- 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.
- Activate the solution in Payroll. Find out more about how to get started with them in the links below:
