Task details

You can choose to hide or show the comments panel by clicking the name. The number in the header indicates if there are any comments on the document at the moment. The panel remains open whilst you navigate through the different tabs and documents. You close the panel by clicking the name again.

The panel shows comments from the requester and previous approvers. Add a comment by entering text in the field. The comment is automatically saved and you can change it as long as the document is in your task list. All comments are public and can be read by all approvers in the workflow, as well as the system administrator and the system viewer. Comments are also shown in the other service, and can be read by the requester and any other users with access to the document. If a document was rejected or cancelled and then resent for approval, comments from that previous process are shown as well.

The Other menu allows you to perform the following actions:

• Postpone: Postpone a task so you will not be reminded of it until the new task due date.

• Forward: You hand over the task to another person for the decision.

• Review: Is only shown when you are requested to review a document. You are asked to enter a comment before the document is sent back to the approver for the decision. It is not possible to approve or reject a document that you are asked to review.

• Request review: You send the task to another person for review or an opinion. Once this person has reviewed the document, the task is returned to you for the decision.
• Email: Send the task by email. If you choose to include the document, it will be sent as a zip-file. This will not reassign the task; you are still responsible for making the approve decision.
• Add attachment: Upload additional attachments to support the decision making.
• Remove attachment: Remove an attachment that you uploaded using the Add attachment option.
• Next task: Takes you to the next task in the list.
• Previous task: Takes you to the previous task in the list.

The Accounting lines panel shows the lines of the document. Here you can check and review the information from the document. All fields shown here come from Visma Document Center. You can change the amount of lines shown by clicking and dragging the top of the panel.

Show only my lines: Hides lines not assigned to you, so you only see the lines you need to act on.

If a document requires line approval, you can see all lines of the document. For each line, you can see who is responsible for that line, the approval history of the line, the status (Approved, Rejected or Not evaluated). For your line, you can either approve or reject the line.

If available, you can view and edit the lines of the document. The availability depends on the integration you are receiving the document from and whether the system administrator has enabled line approval and editing. Read more about viewing and editing lines in Editing the document.

For invoices from Visma Document Center you can view and edit the lines in the Accounting lines panel.

• Approve: Approves the document and either opens My tasks or the next task in the list, dependent on how you accessed the task. If you in the Preferences chose to open the comment window when approving, this pop-up will show and allow you to enter a comment before approving.
• Approve and pay: Approves the task and places the invoice in a bundle that you access in My tasks where the bundle can be paid. Only available if the integration with Visma.net AutoPay is set up.
• Submit: Only visible if you have edited the document and you are no longer allowed to approve it, for example because you have changed the cost unit of the document.

• Reject: Opens a comment window where you can add the mandatory rejection comment. Click OK to save the comment and reject the document.

• Review: Is only shown when you are requested to review a document. You are asked to enter a comment before the document is sent back to the approver for the decision. It is not possible to approve or reject a document that you are asked to review.