Home page

The Home page is the starting point of the claim registration in Visma.net Expense and the page that is loaded by default after you log in.

The main purpose of this page is to enable creation of new claims as well as giving an overview and access to all your existing claims.

To register a new claim from the Home page, click the button:

• Create new claim to register travel with allowances, mileages and/or expenses

More information about the different claim types and how to register can be found here: Travel with allowance, Mileage , Expense.

In the overview, all registered claims are represented by an icon that explains the content of the claim.

for travel with allowances

for mileages

for expenses

If the claim contains more than one type, for example mileages and expenses, then the icon for each type will be displayed.

The icons are displayed with a number below. This number shows how many travels, mileage trips or expenses are registered in the claim.

The symbols indicates that the claim contains two mileage trips and three expenses.

Claim actions

From the Home page it is possible to send a claim to approval, cancel the approval flow and delete a claim by using the button at the far right hand side of the claim line.

The available options depend on the claim status.

Sorting and filtering

The existing claims can be filtered and sorted so the you can easily find the claims you are looking for.

The default filtering on the page is showing all states for all claims.

The default ordering in the page is "Latest updated" and the latest updated claims are shown on top. When using ordering by date, the date used for sorting is the start date of the content of the claim, be it travel, mileage or expense.