Projects and Invoices, Smoother Than Ever
Enhanced project management
Introducing the new and improved Projects section. The goal of the updated project management module is to make the project lifecycle smoother and provide real-time visibility into the progress and performance of the project. This update brings many new improvements to tracking accuracy and administrative ease.
| Feature | Description |
|---|---|
| Seamless project creation | Create new customer or internal projects effortlessly with our streamlined setup flow. |
| Comprehensive projects overview | The new list view with KPI’s helps you stay on top of all projects and their health at a glance. |
| Deep-dive project insights | Monitor individual project status and progress through new visual overviews. |
| Clearer project planning | Manage tasks and timelines more effectively with the new project plan list view. |
| Project member management | Quickly add or remove members from projects and specific phases directly within the UI. |
| Centralized Project Settings | Manage project-specific settings and details more intuitively in the updated administration view. |
Enhanced invoice handling
We are excited to introduce the new Invoices section to our Beta users. The goal of the redesigned invoice management is to make the billing process smoother and more efficient than ever. This update brings much-needed improvements to invoice management and accuracy.
| Feature | Description |
|---|---|
| Review and edit invoices | We have completely redesigned the invoice editing view. The layout is now clearer and editing is more intuitive, speeding up the verification and editing process before sending. |
| Edit additional fields on invoice rows | You can now edit invoice-specific additional fields directly at the row level. This provides greater flexibility for detailed billing. |
| Clearer overview of invoicing | The new list view helps you stay up to date with all sent and draft invoices. |
| Clearer project planning | Manage tasks and timelines more effectively with the new project plan list view. |
| Uninvoiced work | Easily see unbilled projects and save time by generating multiple invoices simultaneously. |
| Manage credit notes | Create credit notes and easily view the link between the credit note and the original invoice. Create either a standalone credit note or a new invoice for continued billing. |
| UI Improvements | User interface enhancements based on user feedback. |
Try out the Beta experience here
Here is a click-through of all the key features available in the Severa Beta experience. Try it out yourself!
Severa connects sales, projects, people, and invoicing into one reliable system built for project-driven professional services firms. With real-time visibility and smart forecasting, you gain control, clarity, and sustainable growth — without adding complexity to your team’s workday. Smooth projects, happy people.
