How do I mark the bookkeeping file as Booked? (for companies not integrated with an ERP solution)

If you want to mark a paid claim as Booked, you first need to set the status to Transferred to bookkeeping.

• Go to the menu Reports > Generate bookkeeping file and select one or more claims you want to change status on.

• Then you click the button Download bookkeeping file.

• Select which format you want to download the file to.

• The selectable options are report, CSV file and Visma Nova (Finnish ERP system).

• Then you decide the transfer date and mark the checkbox Transferred to bookkeeping.

• Please note that this checkbox is only available when the claims have status Paid.

After you have changed the status, the claims will be visible in the menu Bookkeeping files.

In this page you will see all created bookkeeping files within the selected from and until dates.

• Click Mark all as Booked in the column header or the link Mark as Booked for each claim individually.

• Confirm the status change and the selected claims are marked as Booked and no further action can be taken once this status is set.

• This status is not shown for the regular user in the Home page, they will still see the claims as Paid.