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.

Important:

This functionality is only accessible for system administrators. It is also only available if the service you are sending documents from uses cost units.

Setting up the cost units

Follow the numbered steps in the workflow below. Click on one of the numbered bullets to get more information about each step.

Select cost unit types - Specify which cost unit types are used to determine who can approve a document.
Assign approvers - Specify valid combinations of cost units in the approval hierarchy and assign user specific roles to the selected cost unit combination.
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.

Select cost unit types

You can create cost unit types in the other service and these are automatically sent to Visma.net Approval. As a system administrator in Visma.net Approval, you can select the cost unit types that are used to determine who can approve a document.

Assign approvers

The Assign approvers tab within the Cost units window allows you to specify valid combinations of cost units and assign approvers to these combinations.

Define exceptions

In the Assign approvers tab you can create cost unit combinations and assign one or more approvers to each cost unit combination. In this Define exceptions tab you can assign one or more approvers to a specific employee. The exception will overwrite the assigned approver defined in the previous tab.

Last modified July 10, 2024