Visma Document Center

Important:

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

Prerequisites

Step 1: Purchasing, installation, activation and role assignment

Before you can send documents from Visma Document Center to Visma.net Approval, you need to:

• Purchase both services
• Contact your Visma partner for installation of Visma Document Center and Visma.net Approval
• 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.

Step 2: Install the Visma Demand Gateway

Visma.net Approval requires communication with Visma Document Center. The communication is secured by a gateway that has to be installed on your side. The gateway will update itself. You need to have Customer Administrator rights and received a license in order to install the Visma Demand Gateway. When ordering the license you have to provide the email address to the Customer Administrator, for license activation.

Refer to the help for Visma Document Center for more information on setting up your gateway.

Step 3: Configure your company and users in Visma.net

Create the company, the users and assign the roles in Visma.net.

It is important that you use the correct organisation number and country when you create the company in Visma.net. When you start sending documents, Visma Document Center looks at the organisation number and country to make sure the documents are sent to the correct company in Visma.net Approval.

Step 4: Activate the approval functionality in Visma Document Center

To send documents from Visma Document Center to Visma.net Approval, you need to tell Visma Document Center that you want to start sending documents for approval. You also need to enter the organisation number and country, exactly as you have entered them in the company you have set up in Visma.net.

Refer to the help for Visma Document Center for more information on activating the approval functionality.

Sending documents for approval

Note! There are different possibilities when sending documents for approval depending on the Visma Document Center version you have installed. Refer to the Visma Document Center help for more information.

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

1. Import documents into Visma Document Center.
2. Click Activate workflow.
3. Select the user(s) who should approve the document. If you select more than one user, you can choose whether all users should receive the approval request simultaneously, or if the first user in the list should approve before the second user in the list is asked to approve.
4. Send the document for approval. 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 Document Center. The approval request can also be called back from Visma Document Center. This immediately ends the workflow in Visma.net Approval.

If you are using Visma.net AutoPay for your payments and want to pre-approve these payments in Visma.net Approval, then see Visma.net AutoPay for instructions.