The Visma Manager app will be replaced by the Netvisor mobile app, which includes a purchase invoice section. Instructions for this new mobile app's purchase invoice section can be found at the following link: Purchase Invoices in Netvisor Mobile App. The use of the Manager app will end at the end of March 2025.
CONTENT
General
With the Manager app, you can verify, approve, account, and pay purchase invoices quickly and easily. Salaries, travel expenses, or bank transfers cannot be paid with the Visma Manager app. Invoices are processed one at a time in the app. Therefore, the app is best suited for quick processing of a few invoices from anywhere using a phone. If you have hundreds of invoices monthly, we recommend using Netvisor's automation rules for processing purchase invoices.
The app can be downloaded from Google Play or Apple's App Store. The app is linked to three different services: Approval, Insight, and Netvisor. Netvisor is selected from these. You log into the service with the Netvisor mobile app.
From the Netvisor mobile app, you are directly guided to Visma Manager when "Purchase Invoices" is selected from the menu.
The app displays all purchase invoices from companies where the user has accounts payable rights. The desired company is selected in the app if you have rights to more than ten companies. The listing shows companies where you have rights to process purchase invoices, meaning you must have the right to verify, approve, and pay purchase invoices or one of these rights. The listing displays the same invoices visible in the Netvisor computer version.
You can access the service settings in the app via the gear button, where you can select the service language. Available languages are Finnish, English, and Swedish. You can also log out of the app through this. The view also shows the app version.
Below is an example of the main view from which you can process invoices.
You can select an invoice by opening the desired row.
From the filter icon at the top, you can switch to another company (if you have rights to multiple companies). You can limit the view by the invoice status.
The "All companies" option is possible if the user has rights to a maximum of 10 companies. If there are more companies, this option is not displayed.
Invoice processing
The desired invoice is taken for processing by clicking the row of the invoice. The invoice below can either be verified or rejected.
Editing accounting rows
Press the show accounting rows button on the invoice. Select edit from the opened view.
The VAT code and VAT percentage can be changed for the invoice. A desired row description can also be added to the invoice, an active accounting account can be selected, and an existing accounting target can be chosen. Note that the amount of the accounting row cannot be edited, nor can rows be deleted or added. If such processing needs to be done, please do it in the full version of Netvisor.
When the changes are ready, press the save button.
Invoice verification / approval
When the desired invoice is selected and the Verify button at the bottom of the screen is pressed, the view below opens. Here you can add a comment to the invoice and actually verify the invoice. Approval works the same way, only the option is "approve invoice". In the app, you cannot directly approve an invoice (if you have rights to both verify and approve the invoice), but it must first be verified and then approved.
If you have the right to verify the invoice and also account the invoice, these can be done simultaneously. In Manager, there is no option to check whether the invoice is verified only from your part or entirely if you are the main verifier of the invoice. If such an invoice is verified in the Manager app, the invoice is always verified entirely. Visma Manager supports sales and purchase ledger rights, if the user is restricted to verify or approve only invoices directed to the user, the same restriction also applies on the Manager side.
Press Verify
Once the invoice is verified, it can then be approved with the "approve" button, if you have the right to approve invoices.
Invoice payment
Open the desired invoice and press "send for payment".
From the opened view, you can select the bank account from which the invoice is paid (if the company has multiple bank accounts in use). You can still change the invoice amount or date from the view. Note: If the company has payment confirmation in use, then invoices cannot be paid through Manager.
The "send for payment" button opens the view below:
Press the "send for payment" button again. Netvisor shows a confirmation for sending the payment here.
When you press yes, the Netvisor mobile app opens, where you need to log in.
The payment is confirmed in this view, after which the payment is sent from Netvisor to the bank immediately and will eventually be paid on the payment due date.
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