Registration of expense

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This user tip is aimed to help customers of Visma.net Expense. Click here to review the entire user tip guide. 

Go to Expense | Home and click New expense if you wish to register an expense without any connection to any trip or mileage. If you wish to connect an expense to a trip invoice, then go to the trip invoice / mileage you wish to connect the expense to, and open the banner Expense.

General information

If you wish to establish an expense without any connection to a trip invoice or mileage you have to fill in some information prior to register expense. On this site you will get the opportunity independtly of your own company, to freely see or place payors for the entire trip. If you have an urge to split the trip between multiple payors this is also an option, with the percentage area, thereafter click +split cost unit to add another payor with what percentage they should pay. If you would like a display on how you can change and allocate this percentage between payors, take a look here. 

By clicking browse local files underneath general documents you get the option to add an addendum, such as invitations or participant lists etc.  This option is not used for receipts nor invoice since these will be attached to expense later in the registration. Addendum from Visma Attach can not be used here either for the same reason. The maximum file size you can use for PNG, JPG or PDF is limited to 5MB.  

 

When you have filled this in and click Save, you continue to the next page:

Add expense from Visma Attach

Click Browse and choose the banner Visma Attach, mark your chosen expense and click Attach. 

All the information from Attach should be automatically filled in, therefore once you click Attach it should immediately be added and you should be able to add the next expense in the same manner.

Add expense stored on your PC

If you happen to have the expenses stored on your PC hard drive, click Browse and choose the banner File. Click Browse local files to attain your expenses from the hard drive. Mark the expense and click Open. When doing this you will have to manually register the following criteria:

• Date
• Choose expense type
• Currency
• Amount
• Purpose

When registering with a different currency than Norwegian Kroner (NOK) the program will automatically activate an foreign currency. If you for example have paid with Euro in Norway, it is possible to deactivate this again. 

Paid by employer

Regardless of layout it may be possible to mark off the checkbox paid by employer. This is mainly used for expenses the company wish to keep in their trip invoice for documentation, even if it is not supposed to be paid for that trip, since the company will pay the bill with invoice. 

Cost distribution

Cost distribution for the expense can if needed change for every individually expense by clicking on assign cost units. If the cost distribution shall be the same for all the expenses, there is no need to use this option. This will happen automatically anyways.

Click Save and you can do these same steps the next time you wish to register an expense until you have completed them all. Click either on the banner Summary or the green button Next at the bottom right corner to go to the next step. 

The picture underneath is an example on how it could look like after you have registered a few expenses. 

Click the green Next button at the bottom right corner and click Summary to send the registered expenses to confirmation.

Did you get the help you needed? If not, click here to review the user tip guide for Visma.net Expense.