approval/release-notes/2025-12-01-invalid-approvers-are-now-flagged-in-workflow-setup/ release-note 2025-12-01 workflow feature System administrators can now identify and clean up invalid approvers directly in workflow configuration. 2025-12-01T00:00:00Z # Invalid approvers are now flagged in workflow setup Approval now validates approvers in workflow configuration and flags users who no longer have the required role access. In Configuration > Workflows, affected workflows are marked and invalid users are highlighted directly in the relevant areas, including workflow steps, exceptions, and 4-eyes approval assignments. Administrators can resolve issues by: removing individual invalid users, or using Remove all invalid approvers to clean all invalid assignments in one action. This reduces the risk of blocked documents caused by missing valid approvers and makes workflow maintenance faster. approval/release-notes/2025-10-01-gaia-assistant-added-in-approval/ release-note 2025-10-01 interface feature GAiA is now available in Approval to answer product questions based on official documentation. 2025-10-01T00:00:00Z # GAiA assistant added in Approval GAiA is now available in Approval as an in-app AI assistant. Users can open the assistant from the top navigation bar and ask questions about Approval without leaving the product. Answers are grounded in official documentation and intended to reduce time spent searching for help content. The feature is available to all users with access to Visma.net Approval. approval/release-notes/2025-09-01-skip-cost-unit-and-centralized-settings-page/ release-note 2025-09-01 workflow improvement This release adds Skip cost unit handling and introduces a single settings page for notifications, substitutes, and preferences. 2025-09-01T00:00:00Z # Skip cost unit and centralized settings page This release introduces two functional updates. Skip cost unit System administrators can mark specific cost unit roles as skipped in assigned approver combinations. Skipped roles are excluded from active routing while still being shown in the workflow graph with a clear status. If all steps are skipped, the document is approved immediately and appears in overview screens without creating approval tasks. Centralized settings page User settings are now gathered on one page with sections for: notifications, substitutes, preferences. This keeps existing options but improves visibility and reduces navigation between screens. approval/release-notes/2025-06-01-slack-app-support-for-approval-tasks/ release-note 2025-06-01 integrations feature Users can now receive Approval task notifications in Slack and take action directly from messages. 2025-06-01T00:00:00Z # Slack app support for Approval tasks Approval now supports Slack-based task notifications and actions. After enabling the Visma.net Approval app in Slack, users can receive task messages and act directly from Slack, including approve, reject, and open in Approval for full context. This shortens response time for routine approvals and reduces context switching for users already working in Slack. At the time of release, Slack notifications and in-message task handling were available in production for Visma users. approval/release-notes/2025-04-01-draft-comments-are-saved-automatically/ release-note 2025-04-01 tasks improvement Comment drafts are now auto-saved on active tasks and blocked documents. 2025-04-01T00:00:00Z # Draft comments are saved automatically Approval now auto-saves draft comments while you type. Drafts can be created from task details and relevant overview screens where commenting is supported. If you leave and return, your draft remains available for editing. Draft comments are private until submitted and are posted when you send the comment or when an action posts the draft as part of task handling. Drafts are available for active tasks and blocked documents and can be edited until posted. approval/release-notes/2025-03-01-accounting-line-approval-included-in-task-approval/ release-note 2025-03-01 tasks feature Approving tasks with accounting lines now supports approving related lines in the same action. 2025-03-01T00:00:00Z # Accounting line approval included in task approval Tasks containing accounting lines can now be handled more efficiently. When approving from task lists or task details, Approval can include unapproved lines assigned to the same approver in the same approval action. A confirmation prompt is shown before completing this action. This reduces repetitive line-by-line handling and speeds up processing for accounting-heavy tasks. approval/release-notes/2025-02-01-cancel-action-added-for-blocked-documents/ release-note 2025-02-01 tasks feature Blocked documents can now be cancelled directly in Approval by authorized users. 2025-02-01T00:00:00Z # Cancel action added for blocked documents Approval now supports Cancel directly for blocked documents. Users with both System Administrator and Approver roles for the relevant document type can cancel a blocked document in addition to approve directly or reject directly. When cancelled, the document is returned to the originating service and no further approvers are involved. approval/release-notes/2024-10-01-document-preview-can-be-detached-into-a-separate-window/ release-note 2024-10-01 interface feature Users can now detach document preview and work with it in a dedicated window. 2024-10-01T00:00:00Z # Document preview can be detached into a separate window Approval now lets you detach the document preview into a separate window for supported document types. When detached, the preview follows task selection and updates automatically while you navigate. You can reattach the preview at any time using the controls in the detached window or sidebar. This gives more space in the main interface and improves document review on larger or multi-window workflows. This functionality applies only to document types with document preview support and does not apply to timesheet document types from Visma.net. approval/release-notes/2024-09-01-comments-and-workflow-history-visibility-improved/ release-note 2024-09-01 tasks improvement Comment and action visibility is now clearer between Workflow History and the Comments section. 2024-09-01T00:00:00Z # Comments and workflow history visibility improved Comment handling and display logic has been clarified across task details and overview screens. Workflow History now clearly shows actions and comments, while the Comments section shows comment messages only. This change improves traceability and reduces confusion about where to find user actions versus written comments during document processing. Additional changes included: a 500-character limit for comments with warning feedback near the limit, comment ordering where older comments appear first and newer comments appear closest to the input area. approval/release-notes/2024-07-01-task-handling-user-interface-redesigned/ release-note 2024-07-01 interface improvement Approval introduced a redesigned task interface with modular layout controls and the same underlying task functionality. 2024-07-01T00:00:00Z # Task handling user interface redesigned Approval introduced a new task-focused interface for My tasks, My history, Process overview, and Document overview. The release kept core actions and behavior but changed how modules are presented. Workflow details, comments, document details, document viewer, and accounting grid are displayed in a modular layout with improved navigation and visibility controls. Key aspects included: renamed modules for clearer terminology, hide/show module controls in the sidebar, persisted layout behavior when navigating tasks, improved workflow details display, including step history and approver context. approval/release-notes/2023-05-01-workflow-history-introduced-for-configuration-changes/ release-note 2023-05-01 workflow feature Workflow History now logs workflow configuration changes by document type. 2023-05-01T00:00:00Z # Workflow history introduced for configuration changes A new Workflow History view is available from the Workflows screen. Administrators can review configuration events such as create, update, and delete, including timestamp, workflow name, status, optional comment, and user. History can be reviewed for all document types or filtered per type, which makes auditing and troubleshooting workflow setup changes easier. approval/release-notes/2022-10-01-workflow-configuration-screen-redesign/ release-note 2022-10-01 interface improvement The workflow configuration list received a visual redesign with updated icons and actions. 2022-10-01T00:00:00Z # Workflow configuration screen redesign Approval introduced a visual update to the Workflows configuration screen. The core workflow setup behavior remains the same, while the list view and actions were updated for clearer status and easier access to common operations such as edit, duplicate, delete, and create. This was part of ongoing usability improvements for workflow administration. approval/release-notes/2022-09-01-workflow-panel-replaced-the-legacy-workflow-graph/ release-note 2022-09-01 workflow feature A new workflow panel now shows approval flow, current approvers, and workflow history in one view. 2022-09-01T00:00:00Z # Workflow panel replaced the legacy workflow graph The old workflow graph tab was replaced by a new workflow panel. The panel combines process visualization with current approver context and workflow history, so approvers can see status and progression in one place. In the same release period, task assignment context was improved in My tasks and task details, helping users understand why tasks were assigned or reassigned. approval/release-notes/2022-08-01-accessibility-improvements-rollout-started/ release-note 2022-08-01 interface improvement Approval started a continuous accessibility update with contrast, navigation, and label improvements. 2022-08-01T00:00:00Z # Accessibility improvements rollout started Approval began a broader accessibility improvement rollout. Updates include visual contrast adjustments, navigation and icon clarity improvements, and incremental text and screen-reader sequence refinements. Improvements were delivered continuously to make everyday usage more accessible. approval/release-notes/2022-07-01-my-tasks-now-refreshes-in-real-time/ release-note 2022-07-01 tasks feature My tasks now reflects newly assigned and removed tasks immediately without manual refresh. 2022-07-01T00:00:00Z # My tasks now refreshes in real time My tasks now refreshes in real time while the view is open. Newly assigned tasks appear immediately and are briefly highlighted. Tasks that no longer require action are disabled in the list and remain available in history. This reduces unnecessary work on outdated task items and improves responsiveness during active approval sessions. approval/release-notes/2022-04-01-full-visual-redesign-of-approval/ release-note 2022-04-01 interface improvement Approval received a full visual refresh while keeping existing functionality and structure. 2022-04-01T00:00:00Z # Full visual redesign of Approval Approval received a complete visual redesign. The update focused on refreshed colors and iconography while preserving the existing functional behavior and navigation model, so users could continue working without process changes. approval/release-notes/2022-01-01-branch-based-approver-routing-from-visma.net-erp/ release-note 2022-01-01 integrations feature Cost unit approvers can now be configured by ERP branch in Approval. 2022-01-01T00:00:00Z # Branch-based approver routing from Visma.net ERP Approval added support for branch-aware approver assignment based on branches configured in Visma.net ERP. When branches are available in ERP, they can be used in Approval cost unit assignments to route approvals by branch context. Existing combinations continue to work as before with default branch behavior. This extends integration-driven routing flexibility for organizations using branch structures. approval/release-notes/2021-11-01-invoice-description-emoticon-issue-resolved/ release-note 2021-11-01 integrations fix Resolved an issue that blocked invoice intake when descriptions contained emoticons. 2021-11-01T00:00:00Z # Invoice description emoticon issue resolved A defect affecting invoice reception was resolved. Invoices with emoticons in description text are now processed correctly in Approval, with incompatible symbols handled during intake. approval/release-notes/2021-09-01-initial-approver-can-complete-approval-in-supported-erp-scenarios/ release-note 2021-09-01 workflow improvement Documents can now be considered fully approved after initial approver action in configured ERP invoice flows. 2021-09-01T00:00:00Z # Initial approver can complete approval in supported ERP scenarios For supported invoice scenarios from Visma.net ERP, Approval now allows the initial approver to complete the approval when workflow setup permits it. Administrators still need a workflow configuration in place, but this change enables leaner routing for organizations that use initial-approver based handling. approval/release-notes/2021-07-01-substitute-fix-for-danish-users-and-my-history-in-visma-manager/ release-note 2021-07-01 integrations improvement Resolved substitute setup issues for Danish users and added My History access in Visma Manager. 2021-07-01T00:00:00Z # Substitute fix for Danish users and My History in Visma Manager This release included two updates. Fixed a bug preventing Danish-language users from setting substitutes for 2021. Added My History access in the Visma Manager app, including searchable approval history across companies and process details on mobile. Together these changes improved both reliability and mobile usability. approval/release-notes/2021-06-01-document-data-moved-into-the-comments-panel/ release-note 2021-06-01 interface improvement Document data was redesigned and surfaced in the comments panel for side-by-side context. 2021-06-01T00:00:00Z # Document data moved into the comments panel Document data was redesigned and moved into the comments panel. This lets users review comments and document context in the same area while working across task and process tabs, with no loss of information compared to the previous presentation. approval/release-notes/2021-05-01-performance-and-approval-handling-fixes-plus-new-attachment-formats/ release-note 2021-05-01 tasks fix Resolved memory/performance and 4-eyes calculation issues, and added JPG/JPEG attachment support. 2021-05-01T00:00:00Z # Performance and approval handling fixes, plus new attachment formats This release included multiple reliability updates. Fixed memory usage caused by an incorrect SQL request that degraded list performance for some users. Fixed 4-eyes calculation behavior when initial approver and line approval interacted in line-based workflows. Extended supported attachment formats in Add attachment with .jpg and .jpeg. These changes improved stability and reduced approval edge-case errors. approval/release-notes/2021-04-01-my-history-now-correctly-shows-document-id/ release-note 2021-04-01 tasks fix Resolved an issue where document IDs were not displayed in My History. 2021-04-01T00:00:00Z # My History now correctly shows document ID A bug that could hide document IDs in My history was resolved. Document IDs are now displayed as expected, improving traceability when reviewing completed and ongoing processes. approval/release-notes/2021-03-01-cost-unit-exception-improvements-and-workflow-reliability-updates/ release-note 2021-03-01 workflow improvement Cost unit exception management was improved and several approval reliability issues were resolved. 2021-03-01T00:00:00Z # Cost unit exception improvements and workflow reliability updates This release included a larger set of workflow and reliability improvements. Cost unit exceptions Faster and more stable screen behavior. Better handling of invalid data when employees, roles, or approvers no longer exist. Improved search, sorting, and usability for maintaining many exceptions. Other fixes and changes Resolved verification errors in two-factor payment approval scenarios. Corrected comment counters so all relevant comments are counted. Rolled out 4-eyes approval with fallback-step support in workflow configuration. approval/release-notes/2021-02-01-multi-task-approval-fix-and-4-eyes-approval-rollout/ release-note 2021-02-01 tasks fix Resolved errors in multi-task approvals and continued rollout of 4-eyes approval with fallback. 2021-02-01T00:00:00Z # Multi-task approval fix and 4-eyes approval rollout Approval fixed an issue where approving multiple tasks could fail and produce incorrect approval status in some cases. The release period also included rollout of the 4-eyes approval principle with configurable fallback approvers, allowing workflows to enforce multi-person approval in more scenarios. approval/release-notes/2021-01-01-comments-panel-improvements-and-in-product-change-communication/ release-note 2021-01-01 interface improvement Resolved Safari comment-panel issues and improved the new comments panel behavior across task tabs. 2021-01-01T00:00:00Z # Comments panel improvements and in-product change communication This release focused on comments usability and reliability. Fixed a Safari-on-Mac issue where users could not close the comments panel. Adjusted panel behavior so it opens by default and remembers state during session use. Expanded comments accessibility across task/process tabs with updated visual design. Approval also introduced in-product release-note communication through Help Centre, supported by refreshed online help and getting started content.