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Brukertips i Visma.net Expense

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Sist oppdatert av Gunnar Glendrange VISMA ‎22-10-2019 16:12
Etter versjon 3.8 ble det lagt til en begrensing på reisedato / transaksjonsdato / kjøredato. Dette er for å forhindre at du skal opprette en reise med feil datoer. 
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Sist oppdatert av Gunnar Glendrange VISMA ‎22-10-2019 13:02
Her finner du en veiledning for hvordan du registrer et utlegg, enten alene eller knyttet mot en kjørebok / reiseregning.
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Sist oppdatert av Morten A Karlsen VISMA ‎08-08-2019 11:59
Når du oppretter en ny ansatt manuelt i Expense, eller ved overføring fra lønnsprogram, mottar den ansatte en velkomst e-post. Denne e-posten kan tilpasses ditt firma. Dette gjelder også for brukere av Visma.net Payslip og Visma.net Absence.
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Sist oppdatert av Thea Petrine Hammer VISMA ‎24-07-2019 15:52
Meldingen oppstår når det benyttes en type under "Kjørebok" eller "Utlegg" fanen som ikke er mangler konto, eller er knyttet opp til feil lønnsart.
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Sist oppdatert av Thea Petrine Hammer VISMA ‎23-07-2019 13:34
Opplever du denne feilmeldingen i Expense har du registrert to reiseregninger i samme tidsrom, du vil ikke få mulighet til å opprette den nye reiseregningen
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Sist oppdatert av Dirkaft Saleem VISMA ‎23-07-2019 10:36
Veiledning om hvordan du godkjenner reiseregninger
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Sist oppdatert av Thea Petrine Hammer VISMA ‎19-07-2019 09:44
Enkelte ganger kan det være ønskelig å "splitte" beløpet fra en kredittkorttransaksjon.
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Sist oppdatert av Thea Petrine Hammer VISMA ‎19-07-2019 09:34
Med App'n "Visma Attach" kan du ta bilde av kvitteringene og med et tastetrykk sende dem til Expense!
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av Ruben_Auren VISMA
I Visma attach er det ikke bare mulig å ta bilder. Man kan også hente fra galleri, på en android telefon er det et ikon oppe i høyre hjørne med bilde av et fjell, rett ved siden av blitz. Her trykker man på for å komme inn i galleriet på telefonen. Nå er det bare å velge et bilde, klikke på V som er nederst i midten på skjermen og fortsette på vanlig måte.
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Sist oppdatert av Thea Petrine Hammer VISMA ‎16-07-2019 09:35
I dette brukertipset finner du en veiledning for hvordan du registerer en reise til utlandet.
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av Ruben_Auren VISMA
Hvordan laster jeg opp bilde fra attach til Expense på data?   Når du åpner et utleggsdokument i Expense vil programmet først spørre etter generell dokumentasjon. Her er det mulig å legge til filer, men kun opplastet fra datamaskin. For å laste opp bilder fra Attach må man først fylle ut generell informasjon. Etter å ha klikket på "Lagre" kan man begynne å legge inn dokumentasjon i selve dokumentet. Her vil du igjen finne en rute som heter "Legg ved fil", og i denne er det mulig å laste opp bilder fra Attach.  Når du har trykket på der kommer man inn i et nytt vindu. Her er det bare å velge attach-fanen, finne bildet fra Attach man ønsker å bruke, deretter klikker man bare på "legg ved". I bildet under er det et eksempel på hvordan det ser ut dersom man ikke har tatt bilder i Attach.
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Sist oppdatert av Gunnar Glendrange VISMA ‎04-07-2019 15:06
I dette brukertipset finner du en veiledning for hvordan du registrerer en reise med diett, kjørebok og/eller utlegg.
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Sist oppdatert av Klara Vatten VISMA ‎02-07-2019 09:21
 Noen brukere opplever problemer med Attach. Support har samlet noen anbefalinger i denne artikkelen.  "Smart scan" tolker ikke bildet, tolker feil, bruker lang tid. På Iphone så kan du når smart scan tolker av bildet kan du avbryte tolkingen ved å trykke på "x" øverst i bildet. Du kan også begynne å legge inn verdier i feltene (beløp, dato, beskrivelse mv)  uten å vente på at "smart scan" gjør seg ferdig.    På Android har du samme mulighet, du kan i tillegg slå av "smart scan" under "Innstillinger".     Alternativ måte å legge til bildet i Expense, er å ta "vanlig" bildet og lagre dette på pc'en. Så knyte dette til via legg til fil i Expense.  Det fremkommer melding om manglende internett tilgang. Det er ikke Attach som står for kontakten med internett, dette rapporteres fra telefonen. Vi opplever at Iphone brukere opplever dette problemet oftere enn andre. Mulig omgåelse er å skifte mellom wifi og 4G. Et bilde vises med et hengelås ikon. Når ikonet for hengelås vises på bildet, betyr det at bildet er brukt på en reiseregning. Les mer her. Ikke mulig å logge inn på Attach. Hvis du får melding på at brukernavn / passord er feil. Les mer her.   Visma Attach oppdateres fortløpende, påse at du alltid har siste versjon.   Les mer om oppstart av Attach.   
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Sist oppdatert av Klara Vatten VISMA ‎02-07-2019 09:20
I Visma Attach er det nå mulig å ta bilde av kvitteringer i såkalt offline mode. Bildene som blir tatt i offline mode blir ikke automatisk sendt til Visma.net Expense. Vi anbefaler at du sender kvitteringen til Expense så fort du har tilgang til nett igjen. I denne artikkelen kan du se hvordan du sender kvitteringer fra Attach til Expense. Merk: Dersom du re-installerer/sletter Attach vil alle dine kvitteringer som er tatt i offline mode bli slettet med Attach ettersom disse er lagret lokalt i Attach og ikke sendt til skyen. Dersom du har problemer med innlogging og har kvitteringer liggende i offline mode bør du ta kontakt med oss på skysupport@visma.com eller på telefon 21896404.
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Sist oppdatert av Klara Vatten VISMA ‎02-07-2019 09:19
This user tip is aimed to help customers of Visma.net Expense. Click here to review the entire user tip guide.  If you were to get an error message telling you that you do not have the right credentials when logging into Visma Attach you ought to try the same combination of username and password on Visma.net Expense in the web browser first. If you still get the same error message, it could be that you either typed the password incorrectly (make sure all caps is turned off, etc). or it could simply be that you have forgotten your password. If that is the case, click here for guidance on how to change forgotten password.    If the case is that you can connect to Visma.net Expense, but not Visma Attach app while using the same credentials, it might be a malfunction between Expense and Attach in our system, and to fix this you can follow this guidance:   Uninstall the Attach app from your device.    Sign in at Visma.net Expense and go to External services. This will redirect you to the following page: On this page click on the trash cane to delete Visma Attach. Once this is completed you can re-install the app Visma Attach on your phone and sign in with the same credentials that you entered to sign in at Visma.net Expense.    Did you get the help you needed? If not, click here to review the user tip guide for Visma.net Expense. 
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Sist oppdatert av OliverSogn VISMA ‎28-06-2019 11:32
This user tip is aimed to help customers of Visma.net Expense. Click here to review the entire user tip guide. You will also find a step by step video on how to register travelling at the bottom in this article.  Go to Expense | Home, thereafter click New travel and you will get access to write a description of the trip.    General information On this site you will independently have the opportunity to change or view payors for the entire trip, however it depends upon your company on how much you can do freely . If you have an urge to split the trip between multiple payors this will be an option. To do this you have to click +split cost unit, by doing so you can have multiple payors and with the  percentage area you can decide how much  percentage each payor shall pay. If you would like a display on how you can change and allocate this percentage between payors, click 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.   Click Save and you will get access to the calendar.    Travel(s) Click on desired travel date in the calendar and an additional window should show. In this window you can choose the time and dates for your trip. Additionally, there should be an option for daily allowances, which is depended upon what daily allowance deals your company provides for business trips, click Daily allowance to choose  whatever option that is correct accordingly to what your employer within the organization has given you. If you are unsure what the company's policy is for daily allowance, please contact your superiors or an payroll executive and they should be able to help you.  There is also an additional option to add multiple locations/destinations if that is desired, click +travel to more places if this is something you wish to do. Once you have done this, click Save to advance.    Daily allowance(s) If the trip shall be registered with daily allowances, click on either the banner Allowance or the green Next-button at the bottom right corner. If the trip is not registered in the previous step, the allowance banner will not be available, and you can disregard that step.    After clicking the allowance banner, you can find the following information: Deduction of daily meals included with night allowances or covered by someone else than yourself can be registered on the lines both individually or all of it at the same time. Remember to keep in mind a 24-hours period, when doing this, which means to keep in mind that the first line is representing the trips first 24-hours even if it covers two different dates.  Accommodation options can be chosen separately day by day. Night allowance (Norway only), can be chosen for all nights or every night.  Accommodation information (relied upon chosen accommodation type) can be registered for the entire trip or days individually, additionally you can chose a combination by changing the "to" date for the variety of hotels. If hotel is your preferred accommodation option, please know that you need to provide the name and address of the hotel. If this is not filled out the trip will not be sent to confirmation.  Allowances cost distribution can be registered by clicking assign cost units. If you do this step here, it will continue to keep these cost distributions for the next steps.  If you wish to change any information later on, this can be done at any point.    Click Save. Register Mileage Click the banner mileage or next.   For details about mileage registration go to the user tip Registration of Mileage.   Register Expense Click the banner Expense or Next.   For details about registration of expense go to the user tip Registration of Expense.  Did you get the help you needed? If not, click here to review the user tip guide for Visma.net Expense. 
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Sist oppdatert av OliverSogn VISMA ‎28-06-2019 11:31
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 on the banner Mileage.   On this site you can register miles allowance with the following information: Dates Type of vehicle or driving in special locations Driving distance Travelling route - has to be written down with from and to address and description of which roads that you have driven to ensure control. Purpose Happenings with unforeseen diversions Cost distribution for the miles allowance alone can be registered by clicking assign cost units. For the other options on the expense ticket you keep the same costs as you wrote at the first step. Trailer can be marked off on the checkbox for driving with a "trailer". Addendum from a GPS system, or other essential documentation from the drive. Remember! Your company might have restrictions on what and what not you can register.   You can also connect the expenses to your mileage, go to the banner Expense or click on the green Next button at the bottom right corner. For a more detailed explanation on how to register an expense, go to the user tip How to register an expense.    To be able to send a mileage for approval, please click on the green Next button at the bottom right corner or click on the banner Summary.    For a step-by-step video on how to complete an expense, look here: NB! This video is in Norwegian, but you can watch the process of how this is done. Did you get the help you needed? If not, click here to review the user tip guide for Visma.net Expense. 
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Sist oppdatert av OliverSogn VISMA ‎28-06-2019 11:31
This user tip is aimed to help customers of Visma.net Expense. Click here to review the entire user tip guide.  If you already have sent out a confirmation for an expense ticket, and you figure out that you have done something wrong, you can change the expense this following way:   Open the mileage or expense you wish to delete, to do this, double-click the trip or expense from the display picture. Due to the fact that your ticket is already sent to approval you will be redirected directly to the Summary step. At the bottom right corner click Cancel approval flow.  The following window will show. Click Cancel approval flow if you wish to cancel the ticket. The mileage or expense ticket will now get a status saying it is cancelled in the display area. If you wanted to make any changes to the ticket prior to sending it to approval again, now is your time to do that.    Remember! if the trip or expense ticket is already approved and you still need to make changes on it, you could register another trip or expense. If the mileage or expense ticket never should have been sent to approval in the first place, you need to contact your payroll executive for help, to remove this trip or expense.    Did you get the help you needed? If not, click here to review the user tip guide for Visma.net Expense. 
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Sist oppdatert av OliverSogn VISMA ‎28-06-2019 11:31
This user tip is aimed to help customers of Visma.net Expense. Click here to review the entire user tip guide.  If you would want to delete an expense ticket which is connected to either an expense or mileage, you first have to click into the  mileage or expense you wish to delete.   Once completed, go to Expense and click on the expense you wish to edit/delete by clicking on the pencil to edit the ticket or the trash cane to delete the expense, which both are located at the bottom right corner.        Did you get the help you needed? If not, click here to review the user tip guide for Visma.net Expense. 
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Sist oppdatert av OliverSogn VISMA ‎28-06-2019 11:30
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.  
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