Visma eEkonomi Smart
Avsluta samarbete med en redovisningsbyrå
Both the customer and the accounting office can, at any time, choose to end a collaboration for a service. Other collaboration is not affected.
- Go to vismaspcs.se and log in.
- Select Collaborations in the menu at the top right corner.
- Select the pen icon to the right of the service you want to end the collaboration for.
- Select End collaboration.
- Select what shall happen after collaboration ends. Here you can choose whether you will continue working with the program after you have ended the collaboration or if you want to deactivate the service entirely.
- Confirm by choosing End collaboration.
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 Mina tjänster, switch to the customer's company and select Users and services. Change a user's role by selecting the pen 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 service for which the collaboration is ended
Visma eEkonomi
The company can choose to continue working with the service independently or to end the service completely. If the service is ended completely, you can still access existing information but no longer can make any changes. Read more in Change variant or end a collaboration in Visma eEkonomi.
Visma Ekonomiöversikt
All information in the service will be deleted.
Visma Lön Anställd
Before ending the collaboration, it is important that the accounting office adds the customer as a new user in Visma Lön before handing over the backup file. Also, the data should be synchronised in Visma Lön. After the collaboration is ended, the company no longer has access to the service. If the customer wants to continue to work with the service, it must do so through the pay program or via a new collaboration.
Visma Scanner
The company can choose to continue to work with the service independently or to end the service completely.
Visma Utlägg
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 either to terminate the collaboration and let your client continue working in the service or to terminate the collaboration and delete the service. If you choose to delete Visma Utlägg, all data in the service will be deleted.
Relaterade avsnitt
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Starta ett samarbete med en redovisningsbyrå |
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Aktivera samarbete i Visma eEkonomi från Visma Advisor |
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Aktivera samarbete i Visma eEkonomi från Visma Byråstöd |
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Registrera revisor som användare |
