Introduction

The purpose of Visma.net Approval is to allow documents created in another Visma service to be approved before further processing. The approval process involves the automated distribution of tasks to approvers who fulfil specific roles.

Before you can start using Visma.net Approval, you need to set up the other service(s) and Visma.net Approval. Furthermore, you need to create a workflow that enables automatic distribution of the tasks.

Visma.net Approval is set up by the user(s) with the system administrator role. Users with the approver role will then receive their tasks for approval. When all tasks for a document are completed, the document is sent back to the service it was sent from for further processing.

Integrating applications and services

We currently support the following applications and services:

• Visma.net ERP
• Visma.net Expense
• Visma.net Calendar
• Visma Document Center
• Visma Control
• AccountView
• Visma Business

Related topics

	Roles
	Getting started with tasks
	Glossary