For user-level settings, such as your preferences or notifications, go to Settings.
Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point.
You can define another user as your temporary substitute to take over your tasks during your absence. System administrators can assign substitutes for all users. New incoming tasks and existing tasks are automatically sent to your assigned substitute.
You can choose to select a substitute to take over your tasks for a period of time. You can add the substitute for yourself and the system administrator can assign substitutes for all approvers in the company.
In the Substitutes assigned for approvers window you can view a list of substitutions and create new ones.
In the Due settings window, you define the settings on which the due dates of documents and tasks are based, if these are not supplied by the other service.
If you use one of our Visma services where you register your employees with their managers, you can choose to assign approvers based on the nearest manager of the employee.
You can create the departments in the other service and these are automatically sent to Visma.net Approval. As a system administrator in Visma.net Approval, you can assign one or more approvers to the departments.
An approver can be assigned a role. Visma.net Approval comes pre-configured with a role named Approver (default) and you can add more roles as you wish. These roles are used to determine the right approver in each step of the workflow.
You can create the project unit types and project units in the other service and these are automatically sent to Visma.net Approval.
If you use one of our Visma services where you register your employees in an Organisation chart, you can choose to assign approvers based on the organisation unit the requester is in.
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.
The workflow determines if and how an incoming document is distributed to approvers.