/mobilemanager section 2025-07-03T16:01:35+02:00 # Visma Manager App Welcome to the Visma Manager app! This application empowers you to stay productive on the go by providing mobile access to key Visma services. ### Main Features Overview The Visma Manager app centralizes several functions: > [!NOTE] > The availability of specific integrations and features within the app is determined by the Visma services your company utilizes and your individual user permissions. If you believe you are missing access to a particular feature, please contact your system administrator. - **[Approval](/mobilemanager/approval/)**: View, manage, and approve tasks such as invoices, expense claims, voucher, and timesheets from Approval. - **[AutoPay](/mobilemanager/autopay/)**: Handle and authorize payments in Autopay securely. - **[HRM](/mobilemanager/hrm/)**: - Engage in **[Dialogue](/mobilemanager/hrm/dialogue/)** with your accounting office. - Access **[Employee](/mobilemanager/hrm/employees/)** information. - **[Onestop Reporting (OSR)](/mobilemanager/osr/)**: Access and view your OSR dashboards. ### Supported Languages The app is available in Norwegian, Swedish, Danish, Finnish, Dutch, and English. ### Device Compatibility The Visma Manager app is supported on Android and iOS devices. > [!TIP] > Throughout the app, look for the **info icon ⓘ** (often in the top-right corner of a screen). Tapping this icon provides a quick reference guide specific to the current view or feature. /mobilemanager/login section How to log in to and out of the Visma Manager App, and manage related options. 2025-07-03T16:01:35+02:00 # Login & Logout How to log in to and out of the Visma Manager App, and manage related options. This section describes the login and logout procedures for the Visma Manager app, along with related functionalities like language selection and Two-Factor Authentication (2FA). ### Login Screen - **Select Logon**: Tap button to login. - **Language Selection**: Option to set or override the app language. Supported languages include Norwegian, Swedish, Danish, Finnish, Dutch, and English. > [!NOTE] > The default language is usually determined by your device's language settings. If the device language is not supported, English will be used by default. - **Accessibility Statement**: A link to view the app's accessibility statement. - **Version Number**: The full app version is displayed in the bottom right corner. ### Credentials Entry View - **Email Address Field**: Enter the email address associated with your Visma services. - **SSO (Single Sign On)**: If you have SSO enabled it will be displayed here. > [!NOTE] > If SSO is not enabled, please contact your administrator. - **Password Field**: Enter your password. - **Forgot your Password**: An option to recover or reset your password. - **Sign In Button**: Press to proceed with authentication. **Two-Factor Authentication (2FA) View:** - If [Two-Factor Authentication](/mobilemanager/login/two-factor-authentication/) is enabled for your account, you will be prompted to enter a verification code from your authenticator app or SMS. ### Interaction Options - **Logging In**: 1. Tap the **"Select Logon"** icon/button. 2. Enter your **email address**. 3. Enter your **password**. 4. Tap **"Sign in"**. 5. If prompted, complete the [2FA verification](/mobilemanager/login/two-factor-authentication/). *→ Upon successful login, the app will open, displaying features relevant to your user roles.* > [!NOTE] > The tabs and features visible after login (e.g., Approval, HRM, Autopay) depend on the roles assigned to your user account. See [Roles](/mobilemanager/roles/) for more details. - **Changing Language**: - Look for a language selection option on the initial login screen to override the default language. - **Cancelling Login Flow**: - Tap the **"X" / Cancel button** (When available during the login process) to return to the main login screen. - **Logging Out**: 1. Navigate to the app's settings. 2. Select the **"Logout"** option. *→ You will be returned to the login screen.* /mobilemanager/login/two-factor-authentication section Secure your account with Two-Factor Authentication. 2025-07-03T16:01:35+02:00 # Two-Factor Authentication (2FA) Secure your account with Two-Factor Authentication. Two-Factor Authentication (2FA) adds an extra layer of security to your Visma Manager account. When 2FA is enabled, you will be required to provide a second form of verification in addition to your password during login. ### How 2FA Works During Login 1. **Enter your email address and password** as usual on the login screen. 2. If 2FA is active for your account, you will be prompted to **enter a verification code**. 3. This code is typically generated by an authenticator app on your smartphone or sent to you via SMS, depending on your setup. 4. **Enter the code** in the app to complete the login process. ### Setting Up 2FA - The setup for 2FA is managed through your main Visma account settings, via the web portal, not directly within the Mobile Manager app itself. - Follow the instructions provided by your Visma services administrator to enable and configure 2FA. > [!IMPORTANT] > Ensure your authenticator app is correctly synced or that you have access to the device receiving SMS codes to avoid login issues. > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/approval section View, manage, and action tasks assigned to you through Visma.net Approval 2025-07-03T16:01:35+02:00 # Approval View, manage, and action tasks assigned to you through Visma.net Approval The Approval section of the Visma Manager app allows you to view, manage, and action tasks assigned to you through the Visma.net Approval service. This includes various document types such as invoices, expenses, and timesheets. ### Navigating the Approval Section - **Task List**: The [Approval List View](/mobilemanager/approval/approval-list/) displays all active tasks requiring your approval. This is the default view. - **Task Details**: Tap on any task in the list to open the [Approval Detail View](/mobilemanager/approval/approval-details/), where you can see more information and perform actions. - **Line Editing**: For certain tasks, you can view and edit individual lines. See [Line Viewing and Editing](/mobilemanager/approval/approval-details/line-edit/) for more details. > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/approval/approval-list section The Approval List View displays all active tasks requiring your approval. 2025-07-03T16:01:35+02:00 # Approval List View The Approval List View displays all active tasks requiring your approval. 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. > [!NOTE] > The list can display various task types, such as Expense, Voucher, Invoice (from Document Center or Financials), TimeSheet, Absence, Information, and Purchase tasks. Each task type is usually represented by a unique icon for easy visual identification. **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](/mobilemanager/approval/approval-details/), 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. > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/approval/approval-details section The Approval Detail View displays information on a specific task requiring your approval. 2025-07-03T16:01:35+02:00 # Approval Detail View The Approval Detail View displays information on a specific task requiring your approval. 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](/mobilemanager/approval/approval-details/line-edit/). **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. > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/approval/approval-details/line-edit section View and Edit lines for Invoice and Voucher tasks 2025-07-03T16:01:35+02:00 # Line Viewing and Editing View and Edit lines for Invoice and Voucher tasks This page describes how to view and edit lines within certain approval tasks. > [!NOTE] > 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. - **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. > [!IMPORTANT] > 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. /mobilemanager/autopay section View, manage, and approve payments assigned to you through Visma Autopay. 2025-07-03T16:01:35+02:00 # Autopay View, manage, and approve payments assigned to you through Visma Autopay. The AutoPay section of the Visma Manager app provides a comprehensive solution for managing and authorizing your organization's payments. It streamlines the payment approval process, ensuring security and efficiency. - **[Payments](/mobilemanager/autopay/autopay-payments/)**: For details on navigating the payments, searching, and selecting transactions for payment. > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/autopay/autopay-payments section Manage and approve payments with Autopay. 2025-07-03T16:01:35+02:00 # Autopay Payments Manage and approve payments with Autopay. This section outlines how to manage and approve payments using the Autopay feature. ### Payment List - **[Payments List](/mobilemanager/autopay/autopay-list/)**: For details on navigating the payment list, searching, and selecting transactions. ### Transaction Details - **[Payment Details](/mobilemanager/autopay/autopay-details/)**: To understand how to view individual transaction details, add notes, change pay dates, and cancel transactions. > [!NOTE] > The specific authorization method (BankID, 2FA) depends on your company's setup and the requirements of the financial institution. > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/autopay/autopay-payments/autopay-list section View and manage your list of Autopay payment tasks. 2025-07-03T16:01:35+02:00 # Autopay Payment List View and manage your list of Autopay payment tasks. Navigate to the Autopay section of the app to access the Autopay Payment List. This screen displays all payment agreements and their associated transactions that require your attention. ### Header Area - **Search Field**: Located at the top, allowing you to quickly find specific agreements or transactions by entering search terms (e.g., agreement name, transaction ID, supplier name). ### Body Area This section lists payment agreements and their transactions. - **Agreements List**: Displays a list of your payment agreements. - Each agreement entry may show a summary of pending transactions or amounts. - **Salary Transactions Button**: A blue button labeled "Salary transactions are available for approval." allows for quick selection of all salary-related payments across all agreements. - **Expanding Agreements**: Tapping on an agreement name will expand it to show all individual salary transactions listed under that specific agreement. - **Transaction Details**: Each transaction line typically shows: - Recipient/Supplier identifier (e.g., "FirXXXX") - Amount - Status and due date ### Interaction Options - **Search**: 1. Tap the search field. 2. Enter your search term. *→ The list will dynamically filter to show matching agreements or transactions.* - **Select All Salary Transactions**: 1. Tap the **"Salary transactions"** button. *→ All salary transactions across all agreements are selected, and an "Approve" button will appears.* 2. Tap the **"Salary transactions"** button again to deselect all. *→ All transactions are deselected, and the "Approve" button will disappear if no items are selected.* - **Select All Transactions in an Agreement**: 1. Tap the **circle** next to an agreement name. *→ All transactions under that specific agreement are selected, and the "Approve" button appears.* 2. Tap the circle again to deselect all transactions for that agreement. - **Select Individual Transaction(s)**: 1. Expand an agreement by tapping its name to view individual transactions. 2. Tap the **circle** next to one or more individual transactions. *→ The selected transaction(s) are highlighted, the "Approve" button appears.* - **View Transaction Details**: - Tap directly on a transaction's name or details to navigate to the Autopay Transaction Details screen. - **Approve Selected Transactions**: 1. Once one or more transactions are selected, tap the **"Approve"** button. *→ This will take you to an authorization view for BankID or 2FA approval to finalize the payments. > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/autopay/autopay-payments/autopay-details section View detailed information for an Autopay transaction. 2025-07-03T16:01:35+02:00 # Autopay Transaction Details View detailed information for an Autopay transaction. When you select a specific transaction from the [Autopay Payment List](/mobilemanager/autopay/autopay-list/), the Autopay Transaction Details view opens. This screen provides an in-depth look at the payment. ### Header Area - **Supplier/Recipient Name**: Displays the name of the entity to be paid. - **Amount**: Shows the total amount of the transaction. ### Body Area This section contains the primary details of the transaction: - **Document Preview**: If an associated document is available, a thumbnail or preview is displayed. - **Transaction Type**: Indicates the nature of the payment (e.g., supplier invoice, salary). - **Pay Date**: The scheduled date for the payment. - **Status**: The current status of the transaction. - **Notes**: Any notes that have been added to the transaction will be displayed here. - **Additional Metadata**: Further details may be available by scrolling, such as: - Debtor information - Creditor information - Reference numbers - Transaction ID - Batch ID - **Warnings**: If there are any issues or warnings associated with the transaction (e.g., potential duplicate, missing information), a warning banner may appear. Tapping on "View warnings" will provide more details. ### Interaction Options - **Add Note**: 1. Tap **"Add note"** . 2. A text field will appear. 3. Enter your note. 4. Tap **"Save"** to store the note with the transaction. - **Change Pay Date**: 1. Tap the **pay-date field**. 2. A calendar picker will open. 3. Select the new desired payment date. 4. Confirm your selection. *→ The pay-date field will update with the new date.* - **Cancel Transaction**: 1. Tap **"Cancel transaction"**. 2. A confirmation prompt will appear to prevent accidental cancellation. 3. Confirm the cancellation. *→ The transaction will be marked as cancelled and will be removed from the active payment list.* > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/hrm section HRM features. Manager your Employees and communicate with your accounting office. 2025-07-03T16:01:35+02:00 # HRM HRM features. Manager your Employees and communicate with your accounting office. The HRM (Human Resource Management) section of the Visma Manager app provides tools for communication and employee information. ### Features - **[Dialogue](/mobilemanager/hrm/dialogue/)**: Communicate with your accounting office or other relevant parties within your company. Create new dialogues, participate in existing ones, and manage their status. - **[Employees](/mobilemanager/hrm/employees/)**: Access information about employees in your team (availability subject to roles and permissions). > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/hrm/employees section View employee information. 2025-07-03T16:01:35+02:00 # Employees View employee information. The Employees feature allows you to view information about employees within your organization, subject to your roles and permissions. ### Navigating to Employees 1. **Navigate** to the **HRM** section in the app. 2. Select the **Employees** tab. - A list of employees you have access to will be displayed. ### Viewing Employee Details 1. **Tap on an employee's name** from the list. - The employee's detail screen will open, showing available information such as contact details, department, and potentially other HR-related data. > [!INFORMATION] > The specific information visible for each employee depends on the configuration of your Visma HR system and your assigned user permissions. > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/hrm/dialogue section Communicate with your accounting office or internal parties using the Dialogue feature. 2025-07-03T16:01:35+02:00 # Dialogue Communicate with your accounting office or internal parties using the Dialogue feature. The Dialogue feature allows you to engage in threaded conversations, similar to a messaging app, with your accounting office or relevant parties within your company. You can create new dialogues, participate in existing ones, and manage their status and visibility. ### Navigating to Dialogue 1. Access the **HRM** section of the application. 2. Select the **Dialogue** tab. * This will display the main Dialogue list screen. ### Dialogue List Screen **Header Area:** * **Tab Menu**: "Dialogue" & "Employees". * **Three-Dot Menu**: Accesses options for creating new dialogues and filtering the list. **Body Area:** * **Dialogue List**: Displays a list of ongoing and past conversations. Grouped by company (if you have access to multiple companies) * Each item in the list shows: * **Title**: The subject of the dialogue. * **Participant(s)**: Who is involved in the conversation. * **Message Count**: The number of messages in the thread. * **Status Badges**: Visual indicators such as *For Approval, Linked to wage run, Approved, or Rejected* may be displayed. **Interaction Options (Dialogue List Screen):** * **Filtering Dialogues**: 1. Tap the **three-dot menu** (top-right). 2. Select an option to filter dialogues by status (e.g., *Active, Completed*). *→ The list will update to show only dialogues matching the selected filter.* * **Creating a New Dialogue**: 1. Tap the **three-dot menu**. 2. Select **"New dialogue"**. *→ The “Create new dialogue” screen opens.* 3. On the "Create new dialogue" screen: * Enter a **Title** for the dialogue. * Select a **Company** (if you have access to more than one). * Optionally, **link** the dialogue to a specific wage run if applicable. 4. Tap **"Create"**. *→ A new, empty dialogue thread is created and automatically opened for you to start the conversation.* * **Opening an Existing Dialogue**: * Tap any dialogue in the list to open it and view the full conversation history. ### Dialogue Thread Screen **Header Area:** * **Dialogue Title**: Displays the title of the current conversation. * **Back Arrow**: Navigates back to the Dialogue list. * **Three-Dot Menu (for owners)**: If you are the owner of the dialogue, this menu provides options to manage it. **Body Area:** * **Message History**: Shows all messages in the thread, with sender name and timestamp for each. * **Message Input Field**: A field at the bottom, labeled **"Add a message"**, to type your reply or new message. **Interaction Options (Dialogue Thread Screen):** * **Participating in a Dialogue (Sending Messages)**: 1. Type your message in the **"Add a message"** input field. 2. Tap the **Send** button/icon. *→ Your message appears in the thread, and the dialogue list will reflect the updated message count and activity.* * **Updating Dialogue Status (Approval/Rejection)**: * If a dialogue has the status **"For Approval"**: 1. Open the dialogue. 2. Type “OK” or “Approved” in the message field and send it. *→ The dialogue status will update to **Approved** in the list view.* 3. Alternatively, type “Rejected” and send it. *→ The dialogue status will update to **Rejected** in the list view.* * **Managing Your Owned Dialogues**: * If you are the **owner** of the dialogue: 1. Open the dialogue thread. 2. Tap the **three-dot menu** within the thread. 3. Choose from the available options: - **Edit dialogue**: Modify the title or wage-run link. Remember to **Save** your changes. - **Delete dialogue**: Permanently remove the dialogue and its history. - **Mark as complete**: Archive the dialogue. It will be removed from the active list but can be viewed by filtering for "Completed dialogues" on the main list screen. * **Receiving Notifications**: * When you receive a new message in a dialogue where you are a participant, you should receive a system notification on your device (e.g., “New dialogue received.”). > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/osr section Access dashboards from One Stop Reporting. 2025-07-03T16:01:35+02:00 # Onestop Reporting Access dashboards from One Stop Reporting. The Onestop Reporting section in the Visma Manager app allows you to access and view dashboards from your Onestop Reporting service directly within the mobile application. ### Navigating to Onestop Reporting (OSR) 1. **Select OSR** from the main navigation menu of the app (often located at the bottom). - You will be taken to the Onestop Reporting interface. ### Using OSR - The interface will display the dashboards you have access to, as configured in your Onestop Reporting service. - Navigate through your available dashboards. - Interaction options (e.g., filtering, drill-down) will depend on the specific design of your OSR dashboards. > [!NOTE] > The content and functionality within the OSR section are provided by the Onestop Reporting service. For assistance with creating or modifying dashboards, please refer to the Onestop Reporting documentation or contact your OSR administrator. > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/settings section Configure application settings, access legal information, and find help. 2025-07-03T16:01:35+02:00 # Settings Configure application settings, access legal information, and find help. The Settings screen in the Visma Manager app allows you to customize various aspects of the application, access important legal documents, get help, and provide feedback. ### Settings Screen Layout The screen is generally divided into logical sections for different types of settings and information. **Body Area (Options List):** - **Language** - **Function**: Allows you to switch the application language. - **Details**: Supported languages are typically English, Norwegian, Swedish, Finnish, Danish, and Dutch. The app usually defaults to your device language or English if the device language is not supported. - **Legal Information** - **3rd-party licences**: - **Function**: Displays a list of third-party software components used within the app. - **Details**: Each item in the list usually links to the respective license for that component. - **Terms of Service (TOS)**: - **Function**: Displays the application's Terms of Service. - **Details**: Provides access to the full TOS document, often with links to external resources if applicable. - **Help and Updates** - **Function**: This section is intended to provide users with help resources or information about app updates. - **Details**: *(Specific content for this section, such as links to FAQs, support contacts, or update changelogs, would be detailed here based on the app's implementation.)* - **Feedback** - **Function**: Allows you to provide feedback about the application. - **Details**: Tapping this option typically opens a page within the app (using an embedded browser view) where you can submit your comments, suggestions, or report issues. - **Version Number** - **Function**: Displays the current version of the installed application. - **Details**: This is often a non-interactive display of the version string (e.g., "Version X.Y.Z"). ### Interaction Options - **Changing Language**: 1. Tap on the **Language** option. 2. Select your desired language from the presented list. *→ The application interface should update to the selected language.* - **Viewing Legal Information**: 1. Tap on **"3rd-party licences"** or **"Terms of Service"**. *→ The respective information or document will be displayed, potentially with links to external web pages for full licenses or terms.* - **Submitting Feedback**: 1. Tap on the **Feedback** option. *→ An in-app browser view or form will open for you to write and submit your feedback.* > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/roles section Understanding user roles and permissions. 2025-07-03T16:01:35+02:00 # Roles Understanding user roles and permissions. User roles and permissions in the Visma Manager app determine which features and data you can access. These are typically configured by your system administrator in the backend Visma services (e.g., Visma.net Approval, Visma Payroll, Visma Employee Management). ### How Roles Affect App Usage - **Feature Visibility**: You will only see tabs and menu items for the modules your roles grant you access to. For example, if you do not have an Approval role, the Approval section may not be visible. ### Integrations > [!NOTE] > Integrations available in the manager app depend on Visma services you have access to along with the relevant user roles. --- **Approval:** |Task Type | Required Role | Service | Notes | |---------------|:------------------:|:--------:|:-------------:| | Invoice | Invoice Approver | Approval | | | Absence | Absence Approver | Approval | | | Time Sheet | Time Approver | Approval | | | Expense | Expense Approver | Approval | | | Purchase | Purchase Approver | Approval | | --- **Autopay:** | Access | Required Role | Service | Notes | |--------------------------------|:------------------:|:--------:|:-------------:| | Payments | Invoice Approver | Autopay | | | Salary Payments | Absence Approver | Autopay | | | Payments (Overview) | Invoice Approver | Autopay | | | Salary Payments (Overview) | Absence Approver | Autopay | | --- **HRM:** - **Dialogue:** - - | Access | Required Role | Service | Notes | |--------------------------------|:-------------------------:|:---------:|:-------------------:| | Dialogue Messages | Payroll Admin | Payroll | | | Dialogue Messages | Payroll Cleint | Calendar | | | Dialogue Messages | Payroll Portal User | Calendar | For Wagerun Approval| - **Employees:** | Access | Required Role | Service | Notes | |--------------------------------|:------------------:|:---------:|:-------------:| | Configuration* | Employee Admin | EmpMan | Not required for Manager app user. | | View Employees | Manager in EmpMan | EmpMan | Manager app user must be set to Manager on at least one Employee in Empman | **OneStop Reporting:** Access to OSR is configured in the Administration section found in OSR, please contact your administrator for more details.