The integration fetches projects and users from Severa to Bezala. The expenses that have Severa projects in Bezala are shown in Severa's "Invoicing & Other Expenses" section.
Establishing a connection between Bezala and Visma Severa.
Before you begin, as a system administrator, activate VISMA Severa REST API on the Updates page. After logging in again, you will see the REST API page in the drop-down menu that opens from the cog icon.
Open REST API page
2. Create client credentials
Integration target system: Bezala
Contact person: [email protected]
3. Select these API scopes:
settings:read
settings:write
users:read
projects:read
projects:write
travels:write
fees:write
4. Forward the request for opening a connection to Bezala support at [email protected]. Send the client ID and secret as a separate encrypted message.
Let us know if you want expenses to be sent as
A) Travel Expenses
B) non-billable Project Fees
C) Products
Also, let us know what the dimension name of the projects imported from Severa should be. The dimension name will be displayed on Bezala's forms. By default, the dimension name will be "Projects".
The Bezala integration creates a new product in Severa named "Bezala Expenses", and you can also request us to name Bezala expenses differently. When you choose a Severa project for an expense in Bezala, the expense is sent to Severa.
Also, Severa Sales cases are fetched to Bezala when the integration is activated. Please let us know if you want to omit fetching sales cases to Bezala.
Multi-currency add-on
The Severa Multi-currency add-on allows you to add multiple currencies to Severa settings, and associate them with customers and/or projects.
Activation and Functionality
If you are using this add-on in Severa, please request Bezala support to activate the multicurrency functionality for your integration as well.
Once the functionality is enabled in Bezala, the following will occur:
Bezala will send expenses to Severa in the currency selected for the project (in Severa), provided that the expense was originally added in that currency in Bezala.
In all other cases, the expense will be sent to Severa in the currency that the company is using in Bezala.
Example (Functionality Enabled)
For a Finnish company adding expenses in Bezala (for a project in Severa that is in crowns):
If expenses are added to Bezala in crowns, the amount will be sent to Severa in crowns (and recorded in accounting in euros).
If the expense is added in any other currency than crowns, the expense will be sent to Severa in accounting currency.