Visma Control

Important:
The availability of this integration and its features is dependent on the license, and if it is available in your market.

Using Visma Control and Visma.net Approval allows you to approve documents such as vouchers and information about suppliers before further processing. You need to fulfill the prerequisites below before you can send documents for approval.

Prerequisites

Sending documents for approval

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

  1. Create the document in Visma Control.
  2. Click to send it to Visma.net Approval.
  3. Select the user(s) who should approve the document.
  4. Send the document on flow. The approver(s) of the first step receive the task in their task list.
  5. The approver(s) make their approval decision.
    1. If approved: The document proceeds 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.
  6. Once the workflow is completed, the document is sent back to Visma Control.
    The approval request can also be called back from Visma Control. This immediately ends the workflow in Visma.net Approval.

Related topics

Introduction
Integrating with other services
Getting started with tasks
Glossary