Approval List View

The Approval List View displays all approval tasks assigned to you from the Visma.net Approval service. Learn how to browse, search, filter, and take action on tasks in your approval list.

Header Area

Tabs:

• Tasks: Displays all active tasks requiring your approval. This is the default view.
• History: Shows a record of tasks you have previously completed (e.g., approved, rejected) for reference.

Filters and Search:

• Use the filter icon to refine the task list. You can filter tasks by task due date or document due date.
• Tap the magnifying glass icon to search for specific tasks. You can search by criteria such as supplier name, the user who sent the task, or keywords found in the task reference or description.

Task List

This is the main area where your approval tasks are displayed. Each item in the list provides a summary of the task.

Information Displayed per Task:

• Supplier or Requester: The name of the vendor, supplier, or internal requester associated with the task.
• Description and Reference: A brief description of the task and any relevant reference numbers or text.
• Company: The company for which the task is being processed.
• Status: The current status of the task (e.g., “Awaiting approval,” “For Review”).
• Due date: The date by which the task should be actioned. This is often highlighted (e.g., in red) if the task is overdue.
• Total amount: The monetary value of the task, which may be displayed in multiple currencies if applicable.

Refreshing the List:

• You can pull down from the top of the task list to refresh its content and load any new or updated tasks assigned to you.

Interaction Options

View Task Details:

• Tap on any task in the list to open the Approval Detail View, where you can see more comprehensive information and take specific actions.

Quick Actions (Swiping):

• Swipe right on a task to reveal Quick Search: This allows you to quickly find other related tasks, for example, by the same supplier or person.
• Swipe left on a task to reveal quick action buttons. include:
  • Quick Approve: Instantly approves the task.
  • Quick Review: If the task is For Review instantly review the task.

Select Multiple Tasks (Bulk Actions):

1. Initiate multi-select mode by either:
   • Tapping the green circle next to a task.
   • Performing a long-press on a task.
2. Once in multi-select mode, you can tap additional tasks to add them to your selection.
3. An option to “Select all” may also appear, allowing you to select all visible tasks in the list.
4. After selecting the desired tasks, tap the “Approve” button.
   Note

   A warning message will be displayed if your selection includes multi-line tasks. These tasks might require individual review in the detail view before approval, as approving them in bulk might overlook important line-item details.

Navigation Header Interaction:

• Tap the currently active tab header (Approval or History) again to instantly scroll to the top of the list. This is useful for quickly returning to the beginning of a long list of tasks.