Automation

By using the Automation module, you can change the existing business logic associated with particular windows to fit your business processes and requirements and to set up document processing to be performed automatically. To help users minimise input errors and save time when creating similar records or entering recurring or similar documents, Visma Net provides document templates and copy-and-paste options for most windows used for data entry.

This topic covers the primary functionalities and options of the Automation module, which are described in their own topics as well.

Managing data entry notifications

For effective work, employees need real-time information on changes in documents. In Visma Net, you can configure custom notifications on any data entry window, so that employees can sign up for the notifications they are interested in. Emails will then be sent to employees to inform them that specific documents have been modified or have a changed status. For details, see: About change notifications on data entry windows.

Scheduled processing

In any ERP system, the processing of documents or the validation of accounts requires significant time and system resources. As such, this processing or validation should be performed at times when there are no employees at work, such as weekends or nights. Other processing, such as releasing or posting documents, takes less time but also should be performed regularly, at a frequency that meets your business needs. In Visma Net, you can set up automated processing for most processing windows instead of initiating the processing manually. For details, see: About scheduled processing.