---
title: "Automation"
description: "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."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/automation/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/automation/llms.txt


# Automation

Last modified February 19, 2026

> 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.


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.](https://docs.vismasoftware.no/visma-net-erp/help/automation/about-change-notifications-on-data-entry-windows/index.md)

## 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.](https://docs.vismasoftware.no/visma-net-erp/help/automation/about-scheduled-processing/index.md)


---

[View this page](https://docs.vismasoftware.no/visma-net-erp/help/automation/)


## In this section


- [Automation - overview](https://docs.vismasoftware.no/visma-net-erp/help/automation/automation-overview/index.md): By using the Automation module, you can change the existing business logic associated with particular windows to fit your business processes and requirements…

- [About scheduled processing](https://docs.vismasoftware.no/visma-net-erp/help/automation/about-scheduled-processing/index.md): In any ERP system, such tasks as the processing of documents or the validation of accounts require significant time and system resources.

- [About change notifications on data entry windows](https://docs.vismasoftware.no/visma-net-erp/help/automation/about-change-notifications-on-data-entry-windows/index.md): In Visma Net, you can configure record change notifications if the Change notifications functionality is enabled in the Enable/disable functionalities…

- [Procedures](https://docs.vismasoftware.no/visma-net-erp/help/automation/procedures/index.md): This topic contains instructions that will help you perform tasks involving automation functionality.

- [Automation windows](https://docs.vismasoftware.no/visma-net-erp/help/automation/automation-windows/index.md): This is an overview of screens used in automating processes.