/mobilemanager/approval/approval-details/line-edit/line-edit-bnxt section View and edit voucher lines for Visma Business NXT tasks 2026-01-23T13:18:54+01:00 # Line Edit for BNXT View and edit voucher lines for Visma Business NXT tasks For voucher tasks originating from Visma Business NXT, you can view and edit voucher lines directly within the mobile app. The line editing interface provides flexibility to customize which fields are displayed and allows you to modify editable fields as needed. ## Initial View When you first open the **Voucher lines** screen for a Visma Business NXT task, you'll see: - **Custom Toggle**: Located at the top of the screen, this toggle allows you to switch between the standard view and a customized view. - **Filter Icon**: Tap this icon to access field customization options. The filter icon displays as active when custom fields have been selected. - **Line List**: All voucher lines associated with the task are displayed. Each line shows the fields that are currently configured to display. - **Attachments Indicator**: If the voucher has attachments, a count indicator (e.g., "2 📎") appears in the top-right corner. **Default Line Fields:** By default, various fields are displayed for each line depending on your Visma Business NXT configuration. These may include account information, amounts, dates, and other transaction details relevant to your accounting workflow. > [!NOTE] > Fields highlighted in **blue** are editable. Tap on a blue field to modify its value. Standard fields (displayed in white) are read-only. --- ## Customizing the Voucher Lines View The Visma Business NXT integration allows you to customize which fields are displayed for each voucher line. This is particularly useful for focusing on specific information relevant to your approval workflow. **Enabling Custom View:** 1. **Toggle Custom Mode On**: Locate the **Custom** toggle at the top of the screen and tap it to enable custom mode. The toggle will slide to the "on" position. **Selecting Custom Fields:** 1. **Tap the Filter Icon**: This opens the **Select custom fields** dialog. 2. **Choose Fields**: You'll see a list of available fields that can be displayed for voucher lines. The available options depend on your Visma Business NXT configuration and may include fields such as accounts, amounts, departments, and other custom attributes. 3. **Tap to Select**: Tap the checkbox next to each field you want to display. You can select multiple fields. 4. **Confirm Selection**: Tap the **Ok** button at the bottom of the dialog to apply your custom field selection. **Viewing Custom Fields:** Once you've selected your custom fields and closed the dialog: - The voucher lines will **refresh** to display only the fields you selected. - Each line now shows your customized set of fields. - **Blue fields remain editable**, while standard fields are read-only. **Empty State:** If you enable custom mode but haven't selected any fields yet, you'll see a message: > "It looks like there's nothing here yet. Tap the configuration button to select your custom fields." This prompts you to tap the filter icon and choose which fields to display. **Disabling Custom View:** - To return to the default view, simply **toggle Custom mode off**. The screen will revert to showing the standard set of fields. --- ## Editing Voucher Line Fields When viewing voucher lines from Visma Business NXT, certain fields are editable, allowing you to make corrections or adjustments before approving the task. **Identifying Editable Fields:** - **Blue highlighted fields** indicate they can be edited. - Editable fields may include accounts, text descriptions, and other attributes depending on your system configuration. **How to Edit a Field:** 1. **Tap the Blue Field**: Tap on any field highlighted in blue to open the editing interface. 2. **Make Your Changes**: - For **account fields**, a picker or search interface will appear, allowing you to select from available accounts. - For **text fields**, a keyboard will appear for you to type your changes. - For **dropdown or lookup fields**, a search interface with selectable options will be presented. **Apply to All Lines:** When editing certain fields, you can apply the same value across multiple lines: 1. **Make Your Selection**: After choosing a value in the field editing interface. 2. **Apply to All Lines Button**: An **"Apply to all lines"** button appears at the bottom of the screen. 3. **Confirm Application**: Tap the button to apply this value to the same field across all voucher lines in the task. 4. **Return to List**: Use the **"Return to list"** button to go back to viewing all lines. > [!NOTE] > The "Apply to all lines" feature is particularly useful for updating dimension values or categories that should be consistent across multiple lines. **Navigate Back and Review:** - **Navigate Back**: After making your change, navigate back to the line view to see your updated value. - **Review Multiple Lines**: If there are multiple lines, scroll down to review and edit each one as needed. **Edited Field Indicators:** When you modify a field, the app provides clear visual feedback: - An **"Edited" badge** appears next to the field name, indicating the value has been changed from its original. - The modified field remains highlighted in blue, showing it's editable. **Saving and Reverting Changes:** As soon as you edit a field and navigate back to the line view: - A notification appears showing the number of changes (e.g., "1 line changed"). - Two action buttons are presented: - **Save**: Commits your changes to the line. - **Revert**: Discards all changes and restores the original values. > [!IMPORTANT] > You must tap **Save** to commit your changes before navigating back to the task detail view. Unsaved changes will be lost. **Validation Errors:** The app validates your changes when you attempt to save: - If a validation error occurs, a **red error banner** appears at the top of the screen with a description of the issue. - The problematic field displays a **"Save error" indicator** to help you identify which field needs correction. - You must correct the validation error before you can successfully save your changes. - Common validation errors might include incompatible account combinations or required dimension values. **Important Considerations:** - **Line Numbers**: Voucher tasks may display multiple lines (e.g., Line 1, Line 2, Line 3). Each line can be edited independently. - **Individual Line Context**: When editing a field, the current line number is displayed in the top-right corner (e.g., "Line 1", "Line 3"). - **Required Fields**: Some fields may be required and cannot be left empty. - **Unsaved Changes**: If you navigate away from a line with unsaved changes, you may be prompted to save or discard them. > [!TIP] > Use the custom field feature to display only the fields you need to review or edit, making the approval process faster and more focused. --- ## Approving or Rejecting Voucher Lines After reviewing and editing the voucher lines: 1. **Save All Changes**: Ensure you have tapped **Save** on any lines you've edited. Changes must be saved before leaving the voucher lines view. 2. **Navigate Back**: Return to the main task detail view. 3. **Take Action**: Use the **Approve** or **Reject** buttons to take action on the entire task. > [!NOTE] > Unlike Document Center tasks, Visma Business NXT voucher tasks do not support line-by-line approval. You approve or reject the entire voucher task, including all its lines.