---
title: "Work processes"
description: "With the help of work processes, you can carry out chains of processes in the system."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/work-processes/index.md
lastmod: 2026-02-19
---

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


# Work processes

Last modified February 19, 2026

> With the help of work processes, you can carry out chains of processes in the system.


For example, you start by creating a purchase invoice, approve and pay it, and finally you update the General ledger.

Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point.

> [!NOTE]
> When using Financials, be aware that the **Description** field and other free text fields in our system are not to be used for any personal data, like for example social security number, unless specifically asked for. Only use the free text fields according to the intent; description, company name, phone numbers connected to the transaction etc.


---

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


## In this section


- [AutoPay](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/autopay/index.md): Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate…

- [B2C](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/b2c/index.md): Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate…

- [Claim ROT and RUT deduction](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/claim-rot-and-rut-deduction/index.md): In the Claim ROT and RUT (AR531000) window, service providers can prepare claims for tax deductions from the Swedish Tax Agency for ROT and RUT work.

- [Configure and apply overdue charges](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/configure-and-apply-overdue-charges/index.md): You must decide how many payment reminders your company wants to send to the customer.

- [Customer discounts](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/customer-discounts/index.md): This overview presents the main steps in the customer discount process.

- [Customer refunds via AutoPay](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/customer-refunds-via-autopay/index.md): Follow these steps to make customer refunds via AutoPay.

- [Direct debit](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/direct-debit/index.md): Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate…

- [Get started with dunning letters](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/get-started-with-dunning-letters/index.md): You must decide how many dunning letters your company wants to send before you forward the invoice to a debt collector.

- [Order to cash](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/order-to-cash/index.md): This overview presents the main steps in the invoice to cash process.

- [Prepare for invoice emailing](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/prepare-for-invoice-emailing/index.md): To be able to send emails, you need to prepare the system and define some settings. When you set up for emailing invoices to your customer via Create a customer…

- [Purchase to Pay](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/purchase-to-pay/index.md): This overview presents the main steps in the purchase to pay process.

- [Reconcile general ledger](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/reconcile-general-ledger/index.md): This work process describes the steps in reconciliation of the differences between the general ledger and certain other workspaces.

- [Reconcile statements](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/reconcile-statements/index.md): This work process describes the steps to reconciliation of statements.

- [Supplier discounts](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/supplier-discounts/index.md): This overview presents the main steps in the supplier discount process.

- [Prepare and release an RF-1301 report](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/prepare-and-release-an-rf-1301-report/index.md): This work process describes the steps to prepare and release an RF-1301 report.

- [The year-end process](https://docs.vismasoftware.no/visma-net-erp/help/work-processes/the-year-end-process/index.md): This overview presents the main steps for the year end work process.