Process overview

Important:

This functionality is only accessible for system administrators.

Active processes

In this window you can view information about all active processes for the company. Active processes are documents that are waiting for approval. You can filter these based on a number of criteria, such as the document type, document ID and who the document is from.

Click a line to open the Process details tab and click Back to list to go back to the Process overview, or use the arrows to the right to directly access the next document.

Completed processes

The Completed processes window shows all the documents that are completed in Visma.net Approval for this company. You can filter these in the same way as the active processes. The completed processes contains extra columns with the status of the approval request and whether the application/service that the document was sent from has received and acknowledged the status. Please note that the Acknowledged column is only relevant for documents coming from Visma Document Center.

Click a line to open the Process details tab and click Back to list to go back to the Process overview, or use the arrows to the right to directly access the next document.

Advanced search

If you receive documents from Visma Document Center, you can use the advanced search to search for cost units and general ledger accounts which are used in the accounting grid. This functionality is available for both active and completed processes. Please note that only cost units and general ledger accounts that are used in documents sent to Visma.net Approval are shown.