What's new?

April 2025

Draft Comments are now saved automatically

You can now add a draft comment, and it will be saved automatically once you finish typing.

How to use this?

In the Comment input field on an active task (from the task details view), you can start typing your draft. Once you stop typing, your draft will be saved automatically.

You can also create a draft comment from:

Process Overview (active processes)
My history (active processes)
Document Overview (active or blocked documents)

If you navigate away from the task or screen and then return to the task where you started the draft, the draft comment will still be visible in the Comment input field.

Important Notes

Draft comments can only be created on active tasks or blocked documents.
Drafts are only visible to you and can be edited at any time before being sent.
To post your draft as a comment, click the Send Comment button.
The draft will also be automatically posted if you approve the task or take another action on it.
Once you click on Send comment button, it will be visible in the Comments module and in the Workflow history and it cannot be changed.
If you have the comment window enabled during approval, you’ll still be able to add another comment while approving the task.

March 2025

Accounting line approval available for Document Center tasks

You can now approve your tasks with accounting lines all at once.

How to use this?

Approving from My tasks:

Select one or multiple tasks with accounting lines.
Click “Approve selected tasks.”
To perform a different action, open the menu and choose an option.

Approving from task details:

Open a task and choose an action (Approve, Reject, or Other) When approving a task with accounting lines, a confirmation message will appear:

“You are approving one or more tasks that might have unapproved lines assigned to you. Approving these tasks will automatically approve those lines.”

Click OK to approve all lines.
Click Cancel to review and manually approve or reject lines.

February 2025

Cancel Blocked documents

You can now cancel a blocked document in addition to the existing actions: Approve directly and Reject directly.

Who Can Use This

To use this functionality, you must have both System Administrator and Approver roles for the specific document type.

How to Use It

Select the blocked document. Click Cancel directly. The document status will change to Cancelled, and it will be sent back to the originating service. No additional approvers will be involved.

Where to Find Cancelled Documents

Document Overview → Cancelled In Workflow Details, you will see the status “Cancelled” near the “Approval Initiated” step. A message will indicate that the document was blocked before being cancelled and that no workflow was associated with it.

October 2024

New Document Preview Detachment Feature in Approval

Important

This functionality applies only to documents that include a Document Preview. It does not apply to Timesheet document types sent from Visma net.

We are introducing a new feature that allows users to detach the Document Preview module into a separate window, making it easier to manage document attachments independently from the main interface.

How to Use It

The “Detach document preview” icon is located on the right-hand side of the screen, outside the Document Preview module. It has a tooltip labeled “Detach document preview” to guide users.

Auto-Hide on Detach

Once the icon is clicked, the Document Preview is detached, and it automatically hides from the main interface. The icon changes to a crossed-eye symbol, indicating that the preview is hidden, and the document will now open in a new window.

Reattaching the Document Preview

A “Reattach document” button is available in the detached window, allowing users to bring the Document Preview back to the main interface. Alternatively, users can reattach the document using the reattach icon (downward arrow) in the sidebar.

Document Preview Behavior Across Tasks

When switching between tasks, the detached Document Preview will automatically update to display the document relevant to the selected task. If no task is selected, the detached window will show the message “Waiting for document…”. The detached window stays open while navigating between tasks, but it will close if all Approval browser tabs are closed or refreshed. When accessing a task that does not have a Document Preview, the detached window will display a message indicating that no preview is available. If the detached window is closed and you return to that task, the detach icon will be disabled.

September 2024

Improvements to comments

We have introduced several improvements to how comments and actions are displayed across various scenarios in the Workflow History and Comments sections. These updates provide greater clarity on what is visible in each section based on specific user actions, particularly for document approvals and task-related activities where no actions are involved.

Comments can be added in the task details, as well as other screens such as My History (for active processes, for user with approver role), Process Overview (for active processes and users with system administrator role) and Document Overview (for blocked documents and active documents for users with system administrator role).

The Workflow History displays both actions and comments (if a comment is added).

The Comments Section displays only comments. Actions without comments are not shown here.

How to add comments

If you have an approver role, inside the Comments section you can start typing the comment and press send comment to save the comment. The comment will be visible in Comments section and in the Workflow History.

If you have a system administrator role you can add a comment in Process overview (active processes) and in Document overview (blocked documents or documents in progress).

Character limit for Comments

There is a character limit of 500 characters, if a comment exceeds this limit a warning will appear: “Character limit reached.” For comments between 450 and 499 characters, the system will notify users of the remaining characters.

Order of Comments

Older comments will appear at the top, while the most recent ones will be displayed closer to the input field.

A new user interface aiming to simplify your experience when working with tasks in Visma.net Approval

The new user interface improves the process for users to efficiently approve or reject tasks. The features included in the user interface are unchanged compared to the old user interface, but the way they are presented has changed.

How to use it?

Main actions as Approve, Reject, and Other have been moved at the top right, together with the Task navigation arrows. They have the same functionality as before.

All the tabs (Task details, Document editor) and the headlines (Comment & data and Workflow) from the old view are now displayed in one screen, in their own modules with icons and tool tips with their names.

The new layout has been added also in My history, Process overview and Document overview.

Some of the modules have new names:

Process details is renamed to Document details
Comments & data is renamed to Comments
Document Preview is renamed to Document

You can hide the modules by clicking the corresponding icon on the sidebar. When you hide a module, the icon will be highlighted in blue. The layout will be saved, allowing you to keep the same modules in view, when clicking the arrows on the top right and navigating to the next task.

Workflow Details Module

In this module is displayed the graph with the workflow configuration steps. When you hover over the text containing the user name, a tool tip appears. The tool tip displays the name, email address, and profile picture of the user.

Below the step’s name are displayed the names of the approvers.

Under the Approval initiated step, you see the source system from which the task originates.

Expand the Current workflow step to see the details: the name of the current workflow step, current approver(s), and the reason are going to be visible.

Expand the Workflow history to see a table with the step, action, comment, date (which can be sorted chronologically), and the user name (plus a tool tip with the email address which can be copied to the clipboard).

Comments Module

How to add a comment or a draft:

Open the task and in the Comment input field you can start typing your draft.
Once you stop typing, your draft will be saved automatically.
It will be visible only for the user who has created the draft.
You can change or delete your draft until it will be send as a comment.
If you press Send comment, your draft will be added as a comment and it will be visible in the Comments module and Workflow history module.

Draft or comments can be created from:

Task details (active task)
My history (active processes)
Process Overview (active processes)
Document Overview (active or blocked documents)

Document Viewer Module

In the document module you can see the document that needs to be approved.

The number of documents is displayed on the header of the module, and there are two ways to navigate through documents:

By clicking on the arrows Page up or Page down;
By using the vertical scroll bar.

In the toolbar below the headline you can see the number of the pages inside the document, and you have thepossibility to zoom out and zoom in, download, rotate, and print the document. The document rotates 90 degrees each time you click the Rotate right icon. If you want to print the document, a new tab with the document in print preview is opened.

External Editor (Accounting grid) module

The External editor (or Accounting grid) module is displayed at the bottom of the screen for smaller resolution (1440 - 800 px; 1680 - 480 px (two columns view) and 1280 - 640 px (one column view), below all the modules (Workflow details, Notes and comments, Document details and Document module).

The External editor module has a resize mechanism, allowing you to resize it from full width placed at the bottom of the screen to half width placed on the left bottom of the screen.

Once you make an active choice between “bottom” and “left-bottom”, the layout is saved when using the arrows to navigate to the next task and when logging in via the same browser, after closing down the application. It is not saved when choosing another browser and it is not saved when opening a new task from My tasks.

For higher resolutions (1920 - 725 px), you see a three columns view with the External editor module placed at the left bottom of the screen, under the three modules (Workflow details, Notes and comments, Document details), having the Document viewer module on the right side.

You can resize the External editor or the Accounting grid module to have full width and placed at the bottom of the screen. The layout will be saved only when using the arrows to navigate to the next task and logging back into the same browser.