Visma.net Approval
Cost units
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This functionality is only accessible for system administrators.
Setting up the cost units
Setting up the cost units is the first step in setting up the workflow to determine who will approve the incoming documents. This window contains some steps that help you determine who the approvers for the different cost units are.
Follow the numbered steps in the workflow below. Click on one of the numbered bullets to get more information about each step.
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Select cost unit types Specify which cost unit types are used to determine who can approve a document. |
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Assign approvers Specify valid combinations of cost units in the approval hierarchy and assign user specific roles to the selected cost unit combination. |
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Define exceptions Set up alternative approvers with specific roles for certain employees. The Define exceptions tab is only available if you send the following document types: expense claims, timesheets, leave requests, and purchase orders. |
Related topics
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Select cost unit types |
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Roles |
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Assign approvers |
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Define exceptions |
