Practice management
End collaboration for a solution
Both the customer and the accounting office can, at any time, choose to end a collaboration. Other collaborations are not affected.
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Go to Settings - Collaborations.
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Select the customer you wish to edit.
By expanding a customer, you get an overview of the active collaborations you have with the customer.
If you receive an error message when trying to end a collaboration, informing you that main contact is missing for the customer number, you solve this by setting a new Main contact. Go to Spiris, switch to the customer's company and select Manage users. Change a user's role by selecting the pencil symbol followed by selecting Administrator. Finally, select this user as Main contact. Should your customer not be in the list over users, you first need to create a new user.
The following occurs in the solution for which the collaboration is ended
Bookkeeping & Invoicing
In Change access for a customer or end a collaboration in Bookkeeping & Invoicing you'll find more information about ending a collaboration.
Financial overview, Budget & Forecast
All information in the solution will be deleted.
Employee
Before ending the collaboration, it is important that the accounting office adds the customer as a new user in Payroll before handing over the backup file. Also, the data should be synchronised in Payroll. After the collaboration is ended, the company no longer has access to the solution. If the customer wants to continue working with the function, it is done through the Payroll solution or via a new collaboration.
Spiris Scanner
The company can choose to continue to work with the solution independently, or to end the subscription completely.
Travel & Expenses
Before ending the collaboration, it is important that you check that all reports are submitted and that all users have submitted their outlays.
You can choose between ending the collaboration and allowing your customer to continue working on the solution or ending the collaboration and cancelling it. If you choose to delete Travel & Expenses, all data in the solution will be deleted.
Related topics
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Show/edit/end active collaborations |
