Due settings

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.

Important:

This functionality is only accessible for system administrators. This window is not available if you only use Visma Document Center, as the due settings are determined from within Visma Document Center.

Days to complete the task

This defines how many working days each approver has to complete a task. Every approver is given the same number of days and the number of days used by a previous approver has no impact for the next approver.

If an approver does not complete the task on time, the task will be marked overdue in My tasks. The task is also included in the soon overdue email. The approver can define if and when to receive these emails in the Notifications window.

Warning days before the document is overdue

The due date of the document is either given by the service the document is sent from, or is set here. You use this setting to specify how many working days before the document is overdue, the document must be marked as soon overdue.

When a document is soon overdue, the date is marked red in the notification email.

Document becomes overdue

Here you specify when you want a document to become overdue, if this is not given by the service the document is sent from. There are two different ways of defining when the document becomes overdue:

  • On this monthly deadline date - Use this option if you always want documents to become overdue on the same day ofthe month. For example, documents are always marked overdue on the 14th. If you always wish to use the last day of the month, you set it to the 31st. In months which do not have 31 days, the last day of the month is automatically used.
  • After this number of days after receipt - You can also choose a specific number of days until a document becomes overdue. For example, you can define that each document becomes overdue after 3 weeks (21 days).
Last modified July 10, 2024