In this window, you can to create invoice processing rules based on supplier and values from Visma XML.
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
Introduction
The rules will be applied when processing invoices from Invoice inbox.
## Search line in list window
If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.
There are two types of search fields:
+ White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results:
+ space: the result contains the words in any order,
+ **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well.
+ Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.
The window fields
| Rule ID | The ID of the Inbox rule. Define the number series for the rules in the Supplier ledger preferences (AP101000) window. |
| Active | When this check box is selected, the rule is active. |
| Description | The description of the rule. |
The Conditions section
| Branch | The branch to which the rule applies. If you leave the field blank, the rule applies to all branches. This field is visible only if the Multi-branch support functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Supplier | The supplier to whom the rule applies. When the supplier has the setting Create invoice with one line for each VAT rate or Import header amounts by VAT code selected, the line level Invoice Inbox rules will not apply and a warning message will be shown. |
| Source field in invoice | The field on the invoice that is used as the source detail when searching for matching invoices for the rule. |
| Condition | The condition that is used on the value of the source field. |
| Value | The value that is searched from the source field of the invoice and interpreted according to the selected condition. |
| Priority | The priority of the rule. If there are overlapping rules, the one with a higher priority will be used. |
The Values in Visma Net section
| Account | The account to which the rule applies. |
| Subaccount | The subaccount to which the rule applies. |
| Location | The location to which the rule applies. |
| Deferral code | The deferral code based on the value in the xml file. |
| Project | The project to which the rule applies. |
| Project task | The project task to which the rule applies. |
| Initial approver (document level) | The initial approver of the invoice on the document level. If an approver is defined for the rule, the invoice has to be imported with an attachment to the Inbox. |
| Initial approver (line level) | The initial approver of the invoice on the line level. If an approver is defined for the rule, the invoice has to be imported with an attachment to the Inbox. |
Last modified February 19, 2026
