Business NXT documentation

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Connected services
Business NXT can be integrated to a number of Visma.net services to support streamlined workflows between the different financial systems.
Visma.net Approval
Visma.net Approval is used to approve for example invoices, expense claims and cost requests online, wherever and when it suits you.
Settings for Visma.net Approval
The settings below are needed for sending invoices from Business NXT to Visma.net Approval.

Connected services
Business NXT can be integrated to a number of Visma.net services to support streamlined workflows between the different financial systems.
- Single sign-on
- Master Data Management
  Master Data Management (MDM) is a concept in Visma for sharing common data across multiple applications. Master data is information which is key for running a business.
- Visma.net Approval
  Visma.net Approval is used to approve for example invoices, expense claims and cost requests online, wherever and when it suits you.
  - Settings for Visma.net Approval
    The settings below are needed for sending invoices from Business NXT to Visma.net Approval.
  - Sending on flow
    Invoices that have been processed in Business NXT can be sent to managers for approval using Visma.net Approval, either automatically or manually.
- Visma.net AutoInvoice
  Visma.net AutoInvoice works behind the scenes on all ingoing and outgoing electronic documents, and gives you full control over your invoicing and ensures a streamlined workflow.
- Visma.net AutoPay
  Visma.net AutoPay offers a streamlined workflow that can be managed directly in your Visma financial management solution.
- Visma.net AutoReport
  Visma.net AutoReport can be used to automatically generate and send for example tax reports to the tax authorities.
- Visma.net Expense
  Visma.net Expense simplifies life on the road and provides your organisation with a modern and efficient expense and reimbursement solution.
- WebFaktura
  WebFaktura is a solution designed for accounting offices that want to provide a simple electronic invoicing service for their clients.
- Pre-approval of invoices for payment
  You can set up Visma.net Approval and Visma.net AutoPay for approval of invoices and payments in Business NXT in one go.
- Tables for connected services
  The tables in this section are used for some Business NXT integrations with Visma.net services.
- Payroll
  Payroll is a cloud-based service that makes it easy both for employers and employees to manage time registration, expenses, salaries and more, using automatic flows.

Settings for Visma.net Approval

The settings below are needed for sending invoices from Business NXT to Visma.net Approval.

Visma.net Approval is included in the Business NXT licence.

Settings in Visma.net Admin

Make the following settings in Visma.net Admin to activate the connection between Business NXT and Visma.net Approval:

Enable Visma.net Approval for companies under Companies.
Make sure that all users that will send or approve requests in Visma.net Approval have user accounts.
Set the Voucher approver role for the approvers.

Settings in Business NXT

Make the following settings in Business NXT:

In the Company table, activate Visma.net Approval by running the Enable Approval processing. Alternatively, set Visma.net Approval enabled in the Company processing field.
Make sure that all active users have an email address set in the User table. The users must also have a Visma.net account with the same email address.

Disabling Visma.net Approval

To disable Visma.net Approval, deselect Visma.net Approval enabled in the Company processing field in the Company table.

Limitation

Only electronic invoices and credit notes are imported from Visma.net AutoInvoice. Printed invoices may be handled in DocScan, and sent to the scanning service in Visma.net AutoInvoice. Alternatively, the Visma Scanner app can be used.