Activate collaboration in Employee/Payslip from Practice management

From Practice management, you can invite your customer to a collaboration in one or more of Spiris's payroll services (Employee and Payslip).

The collaboration is activated from Practice management and is named Digitala tillval till Visma Lön 300/600. In Visma Lön 600 you select which one of the services that should be activated for the customer.

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.

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.

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 Digitala tillval icon for Visma Lön 300/600.
You select Digitala tillval till Visma Lön 300/600 even if you only wish to activate a collaboration in Payslip.
  1. Select Activate.

    2. The window Activate service opens.

  2. In the list Task, select a task.
  1. 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 Digitala tillval icon for Visma Lön 300/600.
You select Digitala tillval till Visma Lön 300/600 even if you only wish to activate a collaboration in Payslip.
  1. Select Activate.

    2. The window Activate service opens.

  2. In the list Task, select a task.
  1. 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.

  1. Activate the service in Payroll. Read more about how to get started with the different services below:

Kom igång med Employee

Kom igång med Payslip/Kivra

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 Digitala tillval icon for Visma Lön 300/600.

    5. You select Digitala tillval till Visma Lön 300/600 even if you only wish to activate a collaboration in Payslip.

  5. Select Activate.
  6. The window Activate service opens.
  1. In the list Task, select a task.
  1. 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.

  1. Activate the service in Payroll. Read more about how to get started with the different services below:

Kom igång med Employee

Kom igång med Payslip/Kivra

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
Activate collaboration with Spiris Scanner
Activate collaboration in Payroll from Practice management

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