The following columns are available in the Workflow:
Name | Description | Source of maintenance |
Client info | ||
ID | Unique client ID number | |
No | Client number | |
Customer Name | Client name | iPortal |
Group | Customer group or franchisee | iPortal |
Organisation Number | The client's organisation number | iPortal |
Customer drive | Link to clients customer folder | Azets Connect |
Yearly | Indicates if the client is a yearly client or not | |
Vbsys | Visma Business - system database | |
ERP Client No | Client number in Visma Business | |
Pay sys | Visma Salary - System database | Connect |
Payroll Client No | Visma Salary - client number | |
VAT | Interval of the VAT reporting terms for the client | iPortal |
Billing email | Clients desired billing email | iPortal |
Automation method | ||
Update method | ||
Owner | ||
Company | The company the client belongs to | iPortal |
Team | The team responsible for the client | iPortal |
Department | The department the client belongs to | iPortal |
District | The district responsible for the client | iPortal |
| Business Area | The business area responsible for the client | iPortal |
| Location | The location responsible for the client | iPortal |
| Vertical | The vertical responsible for the client | iPortal |
| Cost center | The cost center responsible for the client | iPortal |
Responsible | ||
Customer responsible | The employee responsible for Azet’s service delivery | iPortal |
Chartered account | The chartered accountant responsible for the accounting services delivered to the client | iPortal |
Pay Responsible | The consultant responsible for the Payroll process | iPortal |
Accounting Responsible | The consultant responsible for the Accounting process | iPortal |
Year End Responsible | The consultant responsible for the Year End process | iPortal |
Team Responsible | Team responsible in AIN | iPortal |
Task | ||
| Task ID | Database ID for task | PMT |
Task | Applicable tasks underneath chosen Activity | PMT |
Activity | Applicable activities underneath chosen Process | PMT |
Process | The process | PMT |
| Description | Description of the task | PMT |
| Time | Time of day on deadline day | PMT |
| Due date | Due date for completing the work item | PMT |
| Period | Period of the work item | PMT |
Amount of work | E.g. number of invoices ready for booking in VB | VB, VL, Invoice |
Status | Work ready - a task is ready for action All delivered - status of a task when it is completed in time Has deviations - status of a task where deadline is passed Not received work - when the amount of work equals zero or other reasons that the task is not ready for handling. | PMT |
| Connect job status | Status on Connect integration | Connect |
| Info | ||
| Comments | Comments from users on work item | PMT |
Checklist | Open - Has an open checklist attached Completed - Checklist is completed | PMT |
Ad-hoc | Yes - Is an ad-hoc task No - Is not an ad-hoc task | PMT |
Locked by | Specifies what user the task is locked to | PMT |
Created at | At what date the task was generated | PMT |
Work ready from | When the status changed to Work ready | PMT |
Changed by | Specifies the user that made the last changed of the status | PMT |
Changed at | Specifies the time of the last change of status | PMT |
Deviation | Amount of work not finished within the deadline (e.g. number of invoices not updated within the deadline) | PMT |
SOP | Link to the SOP | PMT |
Actions | Actions that can be performed on a work item | PMT |