Line Viewing and Editing
This page describes how to view and edit lines within certain approval tasks.
Viewing and editing capabilities are controlled by user roles. Contact your administrator for more information if you believe you should have access to these features.
Line Editing Capabilities by Origin System
The table below outlines the line viewing, editing, and approval functionalities available for different document types based on their origin system:
| Origin System | Viewing | Editing | Line Approval | Document Type |
|---|---|---|---|---|
| Document Center | Yes | No | Yes | Invoice |
| Visma.net ERP | Yes | Yes | No | Invoice |
| Visma Business NXT | Yes | Yes | No | Voucher |
Interaction Options
When line editing is available for a task:
-
Accessing Lines:
- Tap the Voucher lines button within the task details to view the lines.
-
Viewing Lines:
- For Document Center tasks:
- Your own lines are shown by default.
- A toggle to view lines assigned to other users.
- A clear indicator shows if any line has been approved or rejected.
- For Document Center tasks:
-
Editing Lines (Visma.net ERP - Financials):
- Normal users can edit lines they own.
- Admin users can edit all lines.
- Tap on the edit button to modify its details. Editable fields may vary.
-
Editing Lines (Vism,a Business NXT):
- Feilds highlighted in blue are editable.
-
Approving Individual Lines (Document Center):
- If line approval is enabled, you can approve or reject individual lines.
- A task can typically only be fully approved if all its lines requiring your approval are approved.
The specific fields shown on lines and the exact editing interface can differ depending on your Visma system configuration. Contact your administrator for more information on your specific setup.