Brukertips i Visma.net Expense

This user tip is aimed to help customers of Visma.net Expense. Click here to review the entire user tip guide. When travelling with Visma Attach you can easily take pictures of your expenses at all time and get them transferred directly into Visma.net Expense where you can register your travelling tickets.    Download the app through App Store on Apple devices or through Google Play on Android devices.    After you have successfully downloaded the app, sign in with the same username and password that gives you access in Visma.net Expense.  If you forgot your password, click here. You can also easily ask for a new password by clicking the forgot your password? button on the app, but remember that the app and Visma.net Expense user are synced, and thereby a change on the app will change your password on the web browser as well.    Once you are signed in, you can immediately take pictures of your bills/tickets. Click on the Camera at the top right corner to take a picture.  You can also upload pictures from your camera roll, click on the picture icon at the bottom right corner after opening the Camera. This icon will give you access to those pictures you have saved on your phone.    After successfully taking a picture of the ticket you wish to attach, Visma Attach will try to scan the ticket for values and dates etc. If the scan from Visma Attach is incorrect, you can manually change the information, to prevent any mistakes.  Click Next when the information is filled in correctly. You are now set to login to Visma.net Expense and register your new expense.    We recommend to always keep the latest updated version of Visma Attach on your phone to prevent bugs and other malfunctions. If you click on the information sign "..." at the top left corner, you can find information about what version you have.    If you wish to Log out, you can do that by clicking the shutdown button at the top right corner. Remember, every time you decide to log out, you will have to sign back in to use the app.    Did you get the help you needed? If not, click here to review the user tip guide for Visma.net Expense. 

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. 

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. 

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. 

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. 

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.  

This user tip is aimed to help customers of Visma.net Expense. Click here to review the entire user tip guide.  When registering a new trip or expense there are a few steps to complete before you can start to register mileage and/or expense. This is shown at the top of the registration picture.  In this window you can choose to have multiple payors, by clicking the +split cost unit. Click the box for payor and search for the correct payor by writing the name you wish to find or by using the drop down button to choose between various options. Once you have found the correct payors, split the cost in percentages between them.  You can delete an incorrect payor by clicking the trashcane icon on the right side.  The option to be able to change a payor on a trip, for example the department, will rely on how expense have been set up for your company. If this site have given you gray fields where you are supposed to fill in payors or if you can not even see these fields, then these options to change payor will not apply to you. In the case that this is a mistake, please contact your payroll executive to figure this out.    Did you get the help you needed? If not, click here to review the user tip guide for Visma.net Expense. 

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, 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 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.  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. 

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. 

This user tip is aimed to help customers of Visma.net Expense. Click here to review the entire user tip guide.   Did you get the help you needed? If not, click here to review the user tip guide for Visma.net Expense.

This usertip is aimed to help customers of Visma.net Expense. Click here to review the entire user tip guide. If y If you happen to get a message saying that your user is not registered with expense, it could be, because your user have been set up incorrectly. If this is the case you need to contact your payroll executive.    Did you get the help you needed? If not, click here to review the user tip guide for Visma.net Expense. 

This user tip is aimed to help customers of Visma.net Expense. Click here to review the entire user tip guide.    If you happen to get a message saying that your user is not registered with expense, it could be, because your user have been set up incorrectly. If this is the case you need to contact your payroll executive.    Did you get the help you needed? If not, click here to review the user tip guide for Visma.net 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. 

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.  

This usertip is aimed to help customers of Visma.net Expense. Click here to review the entire user tip guide.  In the case that you at some point, have been or still are a registered user of Visma.net Expense, you have been sent an email, explaining what your roles in Visma.net have changed to. The title of the email is Your Visma.net roles has been changed.      This email is sent for informational purposes only. The next time you sign into Visma.net, your new roles should be updated and ready to use accordingly.   If the case is that it has been a long time since you last logged into Visma.net and you forgot your password, you can click here for guidance on how to recover your account. The username of your account will be the same as the email address you received this email on.    Did you get the help you needed? If not, click here to review the user tip guide for Visma.net Expense. 

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. 

This user tip is aimed to help customers of Visma.net Expense. Click here to review the entire user tip guide. If a picture or an expense ticket is locked in Attach, it means that the travel ticket or the expense is attached to Visma.net Expense already. If you look at the ticket line, there will be a small padlock on the right side of the line.   If you wish to edit the picture/receipt inside Visma Attach you have to remove the attachment with the travel ticket in Visma.net Expense. You can read more about this, here.    Once the travel ticket is deleted, the padlock on the receipt will be removed. Once the padlock is removed, you should be able to click on the receipt and do the changes or edits you wish to complete.      Did you get the help you needed? If not, click here to review the user tip guide for Visma.net Expense. 

In the case that you have forgotten your password, do not worry! You can easily attain a new one by using our forgotten password function.    Go to Visma.net. then click Forgot your password?.  Fill in your email address. This has to be the email address you have registered your account with Visma.net. If you happen to not remember this email address, contact your payroll executive within your company.    For security reasons you have to mark off I am not a robot. Thereafter, click Send request.    From time to time it may happen that you get the following window, where you have to mark the pictures asked for. This is an additional security measure to make sure that no robot can make changes to your account. If the page looks like this, click Send request. The following window will pop up, and the next step is to follow the informational steps that is sent to your email address.   The email you have received will contain information about the reset of your password, click Enter new password.   Choose a password, and confirm it once more. Make sure that you fulfill all criteria which are listed in the box to the right. Once the password is changed, you will be sent an confirmation email. Click on Go to sign in, to sign in with your newly created password.  Common questions I have clicked Forgot your password?, but I have not received any emails. - First of all, a common mistake is that the email have been sent to your Spam or Trash filter. Another common reason could be that your company's email server does not accept our forgot your email address emails. Visma.net uses two different email transmitters, these are "do.not.reply@platform.visma.com" and "do.not.reply@connect.visma.com". Make sure to ask the one organizing emails within your company if these emails are restrained, and if they are, ask them to remove the restrain.   

Automatisk knytning av typer mot lønnsarter i Expense   Det har nå kommet en funksjon i Expense, som gjør at du kan knytte lønnsarter automatisk mot Utleggstyper, Diett og Kjøring.   Under Expense / Innstillinger / Oppsett / Lønnsarter finner du nå knappen "Bruk standard tilknytning"     Denne knappen knytter standard lønnsarter opp mot de riktige typene.    Ved å trykke på de ulike typene får du opp en oversikt over hvilke lønnsarter som vil knytte seg mot de ulike typene. Når man trykker på knappen "Bruk standard tilknytning", velger man for alle typene. I dette bildet er det ikke mulig å overstyre lønnsart. Hvis du har linjer her som ikke har lønnsart, er det fordi du ikke har overført standard lønnsarter fra ditt lønnssystem til Expense, Expense klarer kun å knytte standard lønnsarter. Hvis man allerede har knyttet lønnsarter mot typene vil lønnsartene bli overstyrt av standard lønnsarter hvis man trykker på knappen, men man kan manuelt knytte de mot andre typer hvis det er ønskelig.     Hvis du ikke har lønnsarter i alle linjene, vil disse typene fortsatt mangle lønnsart i Expense etter at man har trykket på knappen. Du må da inn og knytte typene manuelt mot en lønnsart etterpå, under Innstillinger / Typer / Diett, Kjøring eller Utlegg.     MERK! Hvis du IKKE har standard lønnsarter i forhold til ditt lønnssystem vil Expense kun gjøre en sjekk på lønnsartnummeret. Det vil si at hvis du har Visma Lønn og IKKE har bilgodtgjørelse som lønnsartnummer 100, så vil Expense fortsatt knytte typen Bil mot lønnsart 100, kontroller derfor alltid oppsettet, og eventuelt overstyr typen mot riktig lønnsart.