AccountView

Using AccountView and Visma.net Approval allows you to have invoices approved before further processing. You need to fulfill some prerequisites before you can send documents for approval.

Prerequisites

Before you can send invoices from AccountView to Visma.net Approval you need to:

• Purchase both services
• Install AccountView
• Activate Visma.net Approval
• Assign the correct roles in Visma.net to the users who will use Visma.net Approval

Contact your Visma partner for information regarding purchasing, licensing and activation.

Using the integration

As soon as you have fulfilled the steps above, you are ready to send your invoices to Visma.net Approval from AccountView.

1. Create the invoice in AccountView.
2. Select the user(s) who should approve the invoice.
3. Send it to Visma.net Approval.
   The approver(s) of the first step receive the task in their task list.
4. The approver(s) make the approval decision.
   1. If approved: The invoice goes to the next step until all steps of the workflow are completed.
   2. If rejected: All further steps are skipped and the workflow is immediately completed.
5. Once the workflow is completed, the document is sent back to AccountView.
   The approval request can also be called back from AccountView. This immediately ends the workflow in Visma.net Approval.

Related topics

	Introduction
	Getting started with tasks
	Glossary