Inbox

In the Inbox, receipts are collected from email, credit cards, GPS trips, expenses in the mobile app, or the mileage log in the mobile app. You can easily filter attachments by date or type to quickly find what you need.

Email integration allows you to send or forward receipts and invoices directly to your personal Expense address. The documents are automatically available in your personal Inbox, making them ready to use when registering expenses.

This makes it easier to keep all receipts in one place without having to upload files manually.

You can also forward emails containing invoices or receipts. When you do this, the documents are automatically added as attachments to your expense.

Get Started with Email Integration

You can enable email integration in two ways:

Go to Add-ons in the menu and select Email Integration – Activate.
Open Inbox and press Activate there.

Once the feature is activated, you will receive a personal email address.

Want to change the address? Click the pencil icon.
Want to copy the address? Use the copy function.

Everything you forward to this address—receipts, invoices (PDF/JPG)—will automatically be available in Visma.net Expense.

How it works:

Forward receipts or invoices to your personal Expense email address.
Receipts from email, credit card, GPS trips, mobile expenses, and the mileage log in the mobile app will automatically appear in Inbox.
Select the attachments you want and add them to your expenses.

Attachments in Email

You can submit attachments in JPG or PDF format.

How to use Inbox

Inbox can be found in the expense registration screen.

Select the expenses you want to add to your travel report.

Add filter

You can filter attachments by date or type, for example, whether they come from email, credit card, GPS trips, mobile expenses, or the mileage log in the mobile app.

Filter by date

You can filter receipts by a specific period by entering a from–to date. Only receipts within the selected period will be shown.

For example, if you have been on a trip and only want to see receipts from that trip, you can set the travel dates as a filter.

Filter by date	Description
Date from	You can enter a start date, and receipts within the selected date range will be displayed.
Date to	You can enter an end date, and receipts within the selected date range will be displayed.

Filter by Type

You can filter by type. The following options are available:

Filter by Type	Description
Mail	When you select E-mail, a list of attachments sent from your e-mail to the inbox will be displayed.
Credit card	When you select Credit Card, a list of receipts from credit card transactions will be displayed.
GPS Trip	When you select GPS Trip, a list of available GPS trips will be displayed.
Mobil Expense	When you select Mobile Expense, receipts entered via the Employee app will be displayed.
Mobil Mileage	When you select Mobil Mileage, mileage entries entered via the Employee app will be displayed.

You can combine your filters by date and type.

If you select Clear All, all the filters you have chosen will be removed, and you will see all receipts in Inbox.

In the overview, every expense in Inbox has an icon showing its source.

You can edit attachments in Inbox:

Click the three dots on the attachment.
You will then see the options Edit and Add and Delete item.
If you see a red triangle, it means some required information is missing. The expense must be completed before it can be sent for approval.

Preview

When you click the dropdown arrow on an expense, you can preview the attachments by clicking on the attachment itself.

How to record Expenses from Inbox

When you open Inbox, the page Select items to add to your claim is displayed.

Check one or more attachments you want to add, or use Select All to include all attachments.
Click Add Selected.
The expense will be created, and the selected attachments will automatically be added.
Attachments added to an expense are automatically removed from Inbox.

Travel Report Overview

Required your attention

Expenses missing necessary or mandatory information are marked with a red triangle.

Open the expense by clicking the pencil icon to see which fields must be filled out. Missing fields are marked in red.
Edit and complete the required fields, then click Save. The expense will then move to Ready to be sent.

Deleting Expenses

If you delete an expense from the overview page using the trash icon, the attachment is automatically returned to Inbox.
To delete an expense permanently, do this directly in Inbox by clicking the trash icon.

Ready to be sent

When an expense is under Ready to be sendt, you can send it for approval.

Click Send to Approval.