Approval Detail View

The detail view in the Approval App provides access to all relevant information and actions related to an individual task selected from the approval list. Find out how to open individual tasks, view documents, take action, and inspect workflow and task history.

Header Area

At the top of the screen, you’ll find key identifying information for the task:

• Supplier Name or Requestor Name: Identifies who is associated with the task.
• Company: The company context for which you are approving.
• Amount: The monetary value associated with the task (e.g., for an invoice or expense).
• Description: A brief description of the task.

Body Area

This section displays the core content and related information for the approval task.

Document Preview & Viewer:

• If an attachment (e.g., an invoice PDF) is available, a thumbnail preview will be shown.
• Tap the thumbnail to open the full document in the document viewer.
• Document Viewer Interactions:
  • Use two fingers to zoom in and out of the document.
  • If there are multiple attachments, you can switch between them using the folder icon.
  • Attachments can often be saved as PDF by tapping a download icon.
  • Tasks allow quick approval directly from the document view.
  • Swipe up or down to navigate between pages in a multi-page document.

Line Editing:

• For invoice tasks that support it, you can view and/or edit individual lines.
• Tap the Voucher lines button to access line details.
• For more information, see Line Viewing and Editing.

Workflow History:

• Displays the lifecycle of the task, including when it was activated.
• Shows both task due dates and document due dates.
• Lists each approval step:
  • The current step.
  • Future and completed steps are shown in order.
  • Includes the name of the approver and any comments for each step.

Workflow Details:

• Shows the configured workflow for the task based on the setup in Visma.net Approval.

Additional Info:

• If the task relates to an Employee (e.g., an expense claim), an icon or link is present (in the top right) to navigate directly to the employee details associated with the task.

Interaction Options

Several actions can be performed on the task from this detail view:

• Approve: Finalize and approve the document/task.
  Note

  If the task contains multiple lines, approving the task will attempt to approve all lines. A task cannot be approved if any of its lines are rejected.

• Reject: Reject the document/task.
• Send for Review: Assign the task to another user for their review. You might use this if you need a second opinion before approving.
• Forward: Reassign the task to another approver for handling.