How do we...

1. Bring an existing customer database into Severa?
2. Use case pricing (including fixed, variable and recurring costs)?
3. Export or share data?
4. See what hasn't been billed yet?
5. Create Power reports?
6. Add banking and contact details to invoices?
7. Save and close work hours?
8. Modify or delete dashboard content?
9. Upgrade Severa?
10. In which languages is Severa offered?

See all

1. Overview
   1. Dashboard
   2. Navigation
      1. Top menu
      2. Breadcrumbs
      3. Sidebar
2. Accounts and contacts
   1. Adding accounts and contacts
   2. Managing accounts and contacts
3. Cases
   1. Customer cases
      1. Sales cases
      2. Project cases
      3. Adding customer cases
      4. Managing customer cases
   2. Internal cases
   3. Exporting and printing cases
4. Work time
   1. Reporting work and travel time
   2. Reporting vacation and sick leaves
5. Invoices
   1. Creating invoices
   2. Managing invoices
      1. Itemizing invoices
      2. Changing payment details
      3. Changing other details
      4. Changing the invoice status
   3. Monitoring the invocing status of cases
   4. Printing invoices
   5. Exporting invoices
6. User management
   1. Access right profiles
      1. Creating and managing access right profiles
   2. Users
      1. Adding users
      2. Managing users
7. Settings
   1. Company-wide settings
      1. Organization settings
      2. Account and contact settings
      3. Case settings
      4. Work time and travel settings
      5. Invoice settings
   2. User settings
      1. Managing personal information
      2. Changing your password
8. Searching
   1. Quick search
   2. Advanced search
      1. Creating advanced searches
      2. Managing advanced searches
      3. Search example

• Account
• Active user
• Activities
• Advanced time tracking
• API
• BIC
• Billable hours
• Calendar
• Case
• Company
• Contact
• Currency
• Customization
• Deadline
• Disk space
• Due date
• Expenses
• Export
• Finvoice
• Fiscal year
• Fixed pricing
• Flextime
• Forecast
• Gantt chart
• IBAN
• Import
• Inactive user
• Invoice vs. bill
• Key Performance Indicator (KPI)
• Lost case
• Mixed pricing
• Multi-currency
• Per diem
• PERT chart
• Phases
• Price list
• Pricing options
• Probability
• Productive
• Project
• Resourcing
• Settings
• Services
• Sidebar
• Supervisor
• SWIFT
• Task
• Tax
• Team
• Tree view
• Trial period
• Upgrade
• User
• User invoice
• User seats
• Variable hourly pricing
• VAT
• Web service
• Won case
• Work hours
• Work types