Approve invoices (Approval) (AP50200S)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You can use this window to approve Supplier ledger documents (invoices, adjustments, and prepayments) for payment.
Only documents with the Open status are displayed on the list. You can select documents for approval using various criteria.

If the Require approval of invoices prior to payment check box is not selected in the Supplier ledger preferences (AP101000) window, supplier ledger documents are automatically approved for payment once they are released, and this window is not needed.

Column Description
Send to Approval Click this button to send the selected lines to Approval.
Send all to Approval Click this button to send all displayed lines to Approval
Cancel Approval request Click this button to cancel the approval request for the selected lines.
Cancel all Approval requests Click this button to cancel the approval request for the all displayed lines.
Element Description

Approval status

The status of the document in Approval.

The options are: New, Cancelled, Sent to Approval, Received in Approval, Pending, Rejected, Approved, Active workflow, and Error. View all displays all documents regardless of their status.

Document status

The status of the document itself.

The options are: Balanced, Printed, and Pre-released. View all displays all documents regardless of their status.

Due date less than or equal to

The latest due date for the documents to be displayed.

Initial approver

The initial approver of the documents to be displayed.

Supplier

The supplier of the documents to be displayed.
Show only invoices missing attachments

Select this check box to only show documents that are missing attachment (required for approval processing).

This table displays all the documents that meet the criteria you have specified in the top part.

Button Description
Approval history This button redirects you to the Approval document history (AP40104S) window for the selected line.
Approval line history This button redirects you to theApproval document line history (AP40105S) window for the selected line.

Column Description

Type

The type of the document.

Invoice no.

The invoice number of the document.

Approval status

The status of the approval process.

Document status

The status of the document.

Initial approver

The initial approver of the document.

Supplier ref.

The external number of the document (the number of the original purchase invoice) included for reference.

Supplier

The identifier of the applicable supplier.

Supplier name

The name of the supplier.

Pay date

The pay date of the document, which the system assigns to the document on its approval.
If the document is approved through this window, the pay date is the date when the document was approved.

Due date

The due date of the supplier document.

Cash discount date

The date when the cash discount from the supplier is available for the document.

Balance

The document's amount after the cash discount is taken.

Cash discount balance

The amount of the cash discount taken.

Currency

The currency of the document.