Brukertips i Visma.net Expense

If you wish to change your e-mail address there are multiple ways to do this: If the employee have an account with Visma.net, he/she can change their username themselves. (1st tip) Thereafter, the employer have to change their e-mail address in the payroll system.  If the employee does not have an account with Visma.net, go to the 2nd tip.    Employee change themselves their E-mail address (if Visma.net is used before): The employee signs in at Visma.net, go to My details (My profile - top right corner) Click Change email address, write down a new email address. You will get an email to the new username, where the user can confirm these changes. Read more about that here.   User gives a message to the payroll executive about the changes in e-mail address.      2.  Employee does not have access/have not used Visma.net before: If the user have not activated their account (for example due to wrong e-mail address), follow these steps: Sign in at Visma.net as Customer Admin Go to Admin | Users. Find the correct user. You will be able to look up the account status to find Account status for the user, here you can change to the correct e-mail address. User will have to use the forgot your password function to retrieve a new activation e-mail. Thereafter, change the e-mail address to the correct one in Visma Lønn.        3. User has already activated the account, and their original e-mail address is non existing: Admin have to change this e-mail address in Admin and confirm with the admin password. When the Admin selects Save and close there will be sent an e-mail to the user who's account it is.        4. User is created twice in .net due to an e-mail change in the payroll system The account is active, and it is registered in .net on a "old" e-mail address. The e-mail address therefore have to change in the payroll system. This prevents the e-mail from changing in .net, but it will create a new user. That means that you will still have the old user in Expense and the Calendar, which has a incorrect e-mail address. The employee in Expense is additionally connected to the "Old" user, and Expense and the calendar can therefore not find the new user in ODP and that both accounts is the same user. Therefore, the user will no longer gain access to Expense.  To correct this, you have to change the old e-mail address which is connected to Expense and the Calendar. However, before we can create this, we have to "free" the new e-mail address so that this e-mail can be used again. Since the new email address is enabled, this must be changed to a different email address that the employee has access to. (How to make mail alias in Gmail) (Alternative to Gmail). Administrator changes the email address in Admin and must confirm with password. When the administrator taps "Save & Close", an email will be sent to the employee where he must confirm the change: This new e-mail address is now free to use. Admin can now change e-mail address for you, on the user with the incorrect e-mail address. Additionally, your roles have to be updated as well. The user will now get an e-mail about activation for the new user. Since the old e-mail address have been used before, the user have to create a new password.      5. User is created with the wrong e-mail address: Since the e-mail address is not valid, the employee can not confirm and activate this. However, the employee will be registered as a user in Expense and the Calendar with the wrong e-mail address. It may also be that the user is created with the "correct" email address. This occurs either by having the email address changed in the payroll system and transferred to .net, or manually created in .net. This creation is what makes changing your email address on the first user challenging. The user in Expense is connected to the "old" user, and Expense and the Calendar will not catch that the new user in ODP is the same employee. Therefore, the user will no longer get access in Expense. To correct this mistake you have to: Sign in and go to Settings, integration users, find the user you want to delete, and click Delete.  Go to Visma Lønn, go to Tools / Admin Functions / Tools / General - in the window "start screenshare" write "700339" and click "Enter". You will now get a list of employees, you will also find a column "ODPExternalld". Find the employee and click F2 when you are in the field area for "ODPExternalld" and delete. Thereafter, go to Routines, registration, Visma.net, setup and register new users and sync this with MDM employees.       6. Trying to change the e-mail address, but gets a message "non-existing". When an Admin or user is trying to change an e-mail address to something else, the system looks for addresses that already is registered with Visma.net. This check is in the entire Visma.net system and not only on that specific customer. For example: morten@visma.com wishes to use morten@gmail.com. But he receives a message, that this user already exists. When this message shows, there are a few things you can do: Create the user in Admin. (morten@gmail.com) Thereafter, change the address to something else (morten+1@gmail.com). This will free the e-mail address (morten@gmail.com). Since this e-mail address is enabled, this must be changed to a different e-mail address that the employee has access to. (How to create an alias mail in Gmail) (Alternative to Gmail) Administrator changes the email address in Admin and must confirm with password. Now it is possible to change the morten@visma.no to morten@gmail.com.

Vi ser at det er mye spørsmål til den mailen som automatisk sendes ut fra systemet når du som lønningsansvarlig oppretter brukere sammen med din Visma Partner. Vi har laget en mail mal som vi ønsker at du sender ut til dine ansatte før du oppretter deres brukere i Visma.net Expense. Denne mail malen er laget som et forsøk for å enklere forklare for dine ansatte hva Visma.net Expense er og hvordan de enkelt kan komme i gang.  Mail malen er laget slik at du kun trenger å kopiere og lime inn teksten under i din egen email og sende den ut til alle ansatte som skal i gang med Expense.  Du kan også tilpasse e-posten som sendes bruker fra Visma.net, fremgangsmåte finner du her.     Emnefelt: Vi skal i gang med et nytt reiseregning- og utlegg system   Hei!   Vi skal nå starte å bruke vårt nye reiseregning- og utleggsystem Visma.net Expense. Løsningen vil gjøre det enklere og mer effektivt for alle våre ansatte å føre sine utlegg og reiseregninger.   Du vil straks motta en e-post fra Visma hvor du får beskjed om at du har fått en bruker til Visma.net Expense. Her får du oppgitt informasjon om hvordan du aktiverer din Visma.net bruker. Logg deg inn i Visma.net og last ned Appen “Attach” på mobilen din så er du i gang!   Brukertips for å komme i gang med løsningen: Klikk på denne linken for å få all info du trenger for å komme i gang med systemet og for å få enkle brukertips og guider. Jeg anbefaler deg å abonnere på denne siden i Visma Community, dette gjør du ved å klikke på de tre prikkene øverst og velge “Abonner” slik at du enkelt finner tilbake til siden.   Hilsen,   Lønningsansvarlig X  

This user tip is aimed to help customers of Visma.net Expense. Click here to review the entire user tip guide.  If the case is that you are a brand new user of Visma.net Expense and you have never been signed in before, you should have received an email with the following message activate your user. This mail has the title Welcome to Visma.net.      Click on the button Click here (Klikk her) to activate your new account and a new window will show in your browser, which gives you the following message (Account activated):     Additionally, there will be sent another email with information about creating a new password.     Click on the button enter new password and create a password to your own preference. Be aware that the password has a variety of criteria such as, length, no spaces etc. All of these criteria has to be fulfilled to create the new password.    A confirmation window will show once you have successfully created a new password, and you can now sign in with your new password and username.    Click here to get started with Visma.net Expense.    Did you get the help you needed? If not, click here to review the user tip guide for Visma.net Expense. 

I dette brukertipset finner du en veiledning for hvordan du registrerer en reise til utlandet i Expense.

NB! This video is in Norwegian, but you can watch the process of how this is done:   In this video we show you how to change or cancel your travel expenses. 

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 on in the registration. Addendum from Visma Attach will 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 have given you. If you are unsure what the company's policy is for daily allowance, please contact your superiors or a 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. This 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 in, 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.    Step-by-step video on how to register trips: NB! The video is in Norwegian, but you can watch the process.    Register Mileage Click the banner mileage or next.   For details about mileage registration go to the user tip Register 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. 

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.

NB! The video is in Norwegian, but you can watch the process on how it is done:   In this video you can see how you can see the status and outline on your travel expenses.