Show/edit/end active collaborations

Under Settings - Collaborations in you can change tasks, contract period, change invoice recipient or end a collaboration for a customer. You can tailor your search with ease by choosing filters specific to Task, Collaboration, Task owner or Account manager or by applying a mixed selection.

The Sent requests tab shows the customers to whom a request has been sent, the solution concerned, when a request was sent, whether the customer accepted or declined and who sent the request.

All employees have access to the collaboration page and can see and filter the customers. All employees can change the assigned task for a customer, but only those with Full user rights and an Administrator role in Spiris can edit customer access, contract period, change invoice recipient, or end a collaboration for a customer.

  1. Go to Settings - Collaborations.

  1. Select the customer you wish to edit.

By expanding a customer, you get an overview of the active collaborations you have with the customer.

  1. In the Task drop down list, select the task you want to change to.

    Please note that only the tasks assigned to the customer will be selectable.

  2. Select Save.

  1. Click on the collaboration you wish to change the access for.

  2. In the drop down list, select which access the customer should have instead.
Read more in What happens when I change the access for a customer already working with another access in Bookkeeping & Invoicing?..

  1. Select Save.

  1. Click on the collaboration you wish to change the contract period or invoice recipient for.

  2. In the drop down list for Period, select the alternative you want to change to.

Note that it is only if the field is active that you can change period.

  1. In the drop down list for Invoice recipient, you select the recipient.

Note that it's only if the field is active that you can change invoice recipient.

  1. Select Save.

  1. Click the End collaboration button, in the lower left corner.

The window End collaboration will now open.

In Checklist when ending a collaboration you'll find more information about what to do when ending a collaboration.

  1. Select whether you would like to end the collaboration immediately or if you rather would pick a date for the collaboration to end.

If you choose a specific date to end the collaboration, you have the option to reverse this decision up until the selected termination date. This is done by clicking the Cancel end date.

  1. Select Save.

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Change access for a customer or end a collaboration in Bookkeeping & Invoicing
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