/expense/online-help/home section 2024-09-19T09:19:53+02:00 # 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](./travel_allowance), [Mileage](./mileage) , [Expense](./expenses). 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. /expense/online-help/home/travel_allowance page When you have been on a travel and are entitled to get allowances for this, click the button **Create new claim** from the **Home** screen to create your travel. 2025-04-29T16:01:35+02:00 # Travel with allowances When you have been on a travel and are entitled to get allowances for this, click the button **Create new claim** from the **Home** screen to create your travel. Before a travel can be registered, the mandatory **Claim information** must be entered. The main purpose of this section is to view and enter details that are common for your entire claim. This section is opened by default when creating a new claim and is only possible to close when all required fields are entered. The following fields are included in this section: | Field | Description | Mandatory/Optional | |----|----|----| | Claim description | Name of the entire claim, eg. Conference in Oslo. | Mandatory | | Cost units | If a cost unit is selected as default, this is shown here. Whether you can change the cost units or not is depending on the company settings set by the administrator in your company. For more details, see: [Claim registration settings](../../settings/company_configuration) | Optional | | Position and Organisation unit | Only available for eHRM companies (NO). | Mandatory | When the **General information** is saved, it is possible to start the travel registration. To create a new travel, click the button **Continue**. **Note:** It is only possible to create a travel with allowance when the settings for allowing allowances on travel registration is enabled by administrator. You can find this setting here (visible for administrators only): [Claim registration settings](../../settings/company_configuration) ## Travel information When adding a new travel, a popup is displayed where travel details can be entered. The options available in the popup are dependent on the country and company settings. When a new travel is initiated, the popup uses default values. | Field | Description | |----|----| | Purpose/event | Purpose or Event of the travel. | | Date an places | Travel dates can be registered by clicking the dates from the calendar and selecting the hour. Click first on the start date of the travel, select the hour, then click the end date and select the hour. The home country will be selected by default. If the travel is abroad, select a different destination by using the drop down list. | | Travel type | Depending on the company settings, daily allowance or no daily allowances can be selected for the travel. If the travel is a private stay, then no daily allowances will be calculated. | | Travel to more places | When clicking this link, a new line appears where information about the next destination can be added. | | Next | When all mandatory fields are entered, select next and the page will be saved. Section for Meals and lodging will then be opened. | | Cancel | The pop up will be closed without saving. | ## Assign cost units It is possible to assign different cost units on the allowances. Then the allowances amount will be assigned to the cost units selected. It is also possible to do a split on different cost units on different percentages by changing the percentage value to less than 100%. When clicking on the link **+Split cost unit**, a new row is added where a different cost unit can be selected. The total for all the different cost units must be 100%. ## Meals options When travel information is entered, the section for Meals and lodging will be opened. To ensure all the correct information is gathered, this sections has different fields / buttons based on rules and regulations. What is entered in this section will, together with details from the travel information, determine the allowance amount that you are entitled to get. The Meals and lodging section contains the following fields. | Field | Description | |----|----| | Set for all dates | If you select 'Set for all dates', you can choose whether the meal options should apply to all dates in the travel. | | Set per period | If you select 'Set per period', you can choose whether the meal options have different values ​​within a period/travel. | | Breakfast /Lunch / Dinner | When ‘Included in lodging’ (the meal is included in the price of your accommodation) or ‘Meal covered’ (when the employer has paid for the meals) is selected this will result in a deduction in the allowances. The deducted amount depends on the type of meal. For **Finland** and **Sweden** you have a drop down for meal options. For **Norway** and **Denmark** you have a toggle on / toggle off for meal options. Diet domestic hotel over 24 hours. Breakfast is normally included in the hotel price, and is suggested as default. The user can change the selection if necessary. It will only be standard when the travel is more than a day (24 hours) and the accommodation type is hotel. | | Lodging type| The allowance calculated depends on the selected lodging type. When Private accommodation is selected, Night allowance is checked automatically and an additional night allowance per period will be added. The lodging type Travel during night can be used to get allowances for day travels that are during night (more than 5 hours between 22:00 and 06:00). | | Night allowance| If checked, night allowance will be added to the allowances for each period where this is selected.| ## Lodging information (Only for Norwegian companies) It is mandatory to fill out lodging information for accommodation at a hotel or boarding house/room without cooking facilities. The following fields have to be filled out: - Hotel name and address The **Until date** is per default set to the end date of the period. If you have used multiple lodging, select 'Add more' and you will be able to select and add the Hotel name and address as well as the date for multiple lodging. At the bottom of the screen you will see the summary of the travel. How many breakfasts, lunches and dinners are calculated, as well as how much is calculated in the diet, how many meal deductions and the total amount for allowance. ## View details It is possible to view more detailed information when clicking on the added travel / allowance. The following information will be shown: | Field | Description | |----|----| | Taxable / Tax free | Shows taxable and tax free amount, including the currency. | | Allowance details | Shows start and end date of the travel. All allowance types of this travel including amount and currency .| | Lodging details | Shows the lodging details. | | Cost units | Shows the selected cost units. | | Project details | Only for ERP integration. | | Re-invoice to customer | Only for ERP integration. | ## Edit/delete created travel It is possible to edit or delete a travel registration by using the action buttons. To edit a travel, click on the pen symbol. The popup that appears will contain all the travel details previously saved for this travel. To delete a travel, click on the trashcan symbol. If a travel is deleted, the allowances associated with the travel are also removed. However, no mileages or expenses are removed. You will be presented with a warning that informs about this when deleting. ## Several travels in the same claim Within the same claim, it is possible to register several travels. Once a travel is saved, you are able to register another travel by clicking the **Add allowance** button. The travels can not overlap as Visma.net Expense will validate on dates and time. [Mileages](../mileage) [Expenses](../expenses) /expense/online-help/home/mileage page When you need to register driven kilometers whilst in work situation, click the button **Create new claim** from the **Home** screen to create your mileages. 2025-04-29T16:01:35+02:00 # Mileage When you need to register driven kilometers whilst in work situation, click the button **Create new claim** from the **Home** screen to create your mileages. Before a mileage can be registered, the mandatory **Claim information** must be entered. The main purpose of this section is to view and enter details that are common for your entire claim. This section is opened by default when creating a new claim and is only possible to close when all required fields are entered. The following fields are included in this section: | Field | Description | Mandatory/Optional | |----|----|----| | Claim description | Name of the entire claim, eg. Conference in Oslo. | Mandatory | | Cost units | If a cost unit is selected as default, this is shown here. Whether you can change the cost units or not is depending on the company settings set by the administrator in your company. For more details, see: [Claim registration settings](../../settings/company_configuration). | Optional | | Position and Organization unit | Only available for eHRM companies (NO). | Mandatory | When the **General information** is saved, it is possible to start the mileage registration. To create a new mileage, click the button **Add mileage**. ### GPS transactions If you have a GPS integration with an external GPS provider, the button **GPS / Employee app** will allow you to choose from using the GPS log or using mileages created in the **Visma Employee** app. When clicking on this button you will get a pop-up where it is possible to either select **GPS** or **Visma Employee**. When selecting **GPS**, a list of all imported transactions from the GPS provider will be available. The following functionalities are available for GPS transactions: - Import transactions (one or more in the same process, using the checkbox to select). - Delete transactions. - Import expenses in connection with mileage transactions (parking, toll road, ferry). - Import additional allowances (passenger, towed vehicle etc). - Edit added transactions in combination with manual entry and/or file attachment (local files or Visma Employee/Visma Attach). ### Visma Employee If you have created mileages in the mobile app **Visma Employee**, the button **GPS / Employee app** (or the button Employee app if there is no integration with an external GPS provider) will allow you to select mileages from the app. Under the tab **Visma Employee**, you will see a list of created mileages in the app. The following functionalities are available for mileages from the app: - Import transactions (one or more in the same process, using the checkbox to select). - Delete transactions. - Edit added transactions in combination with manual entry and/or file attachment. Read more [here](../../visma-employee/expense) on how to use the mobile app. ### Google maps You can use the button **Map****Map & toll** to calculate the driven kilometers. By clicking on this button, a popup will open where you can enter your route to get the distance. The entered route will also be visible on the map. You can adjust the route by using the drag and drop functionality within the map. Then a 'via address' will be added which can also be removed. It is also possible to add more destinations by clicking in the link **+Add more destinations**. The return trip option will add the same From address as a return trip. If you want the system to calculate the toll costs, you can select to enable **Include toll costs**. The calculated amount is based on some preferences. You can see what preferences have been used underneath the amount field. If you need to change these preferences, click on the cogwheel icon. Here you can select the fuel type, if it is rush hour or not, and if you have Autopass or not. The amount will be updated according to what you select here. The preferences you set here will be stored as the default preferences for next time yo want to include toll costs. All preferences and rules for calculation of road toll are not supported in Visma.net Expense, so if you need to adjust the calculated amount, this can be manually changed. Click **Use** to add the route and the calculated distance to the mileage transaction. If there is a calculated road toll cost, this will be added in the Road toll field. #### The Mileage form contains the following fields | Field | Description | |----|----| | Date | Date when the driving was done. Only dates 3 years in the past from today\'s date and 30 days ahead of today\'s date can be added. | | Vehicle | List of valid Mileage types based on what is entered in Settings/Mileage. Default type is Car or Motorcycle. | | Distance (km) | Distance driven will determine the amount calculated as it is based on rates registered in the mileage type. Several decimals are accepted but it is rounded to 1 decimal. The field is mandatory. | | Route | Start and end destinations of the mileage trip, and the route driven. The field is mandatory. | | Purpose/event | Purpose or Event of the trip. If the trip is a part of a travel claim, the field will be automatically filled with purpose details from the first registered travel. The field is mandatory. | | Purpose of detour, if any | Purpose of any detours. The field is optional. | | Vehicle number | The Vehicle registration number. The field is mandatory. | #### The Mileage form contains the following fields | Field | Description | |----|----| | Date | Date when the driving was done. Only dates 3 years in the past from today\'s date and 30 days ahead of today\'s date can be added. | | Vehicle | List of valid Mileage types based on what is entered in Settings/Mileage. Default type is Car. | | Distance (km) | Distance driven will determine the amount calculated as it is based on rates registered in the mileage type. Several decimals are accepted but it is rounded to 1 decimal. The field is mandatory. | | Route | Start and end destinations of the mileage trip, and the route driven. The field is mandatory. | | Purpose/event | Purpose or Event of the trip. If the trip is a part of a travel claim, the field will be automatically filled with purpose details from the first registered travel. The field is mandatory. | | Passenger | When adding the name of the passenger, the field Km will be available. Fill out the number of kilometers driven with the passenger. This will add additional allowance to the mileage trip. | | Odometer start | Odometer readings at the start of the trip. The field is optional. | | Odometer end | Odometer readings at the end of the trip. The field is optional. | #### The Mileage form contains the following fields | Field | Description | |----|----| | Date | Date when the driving was done. Only dates 3 years in the past from today\'s date and 30 days ahead of today\'s date can be added. | | Vehicle | List of valid Mileage types based on what is entered in Settings/Mileage. Default type is Car or Company car, free fuel (Agda PS integration) | | Distance (km) | Distance driven will determine the amount calculated as it is based on rates registered in the mileage type. Several decimals are accepted but it is rounded to 1 decimal. The field is mandatory. | | Route | Start and end destinations of the mileage trip, and the route driven. The field is mandatory. | | Purpose/event | Purpose or Event of the trip. If the trip is a part of a travel claim, the field will be automatically filled with purpose details from the first registered travel. The field is mandatory. | | Passenger | When adding the name of the passenger, the field Km will be available. Fill out the number of kilometers driven with the passenger. | | Vehicle number | The Vehicle registration number. | | Odometer start | Only for Company car, free fuel (Agda PS integration). | | Odometer end | Only for Company car, free fuel (Agda PS integration). | | Private trip | Only for Company car, free fuel (Agda PS integration). | | Fuel cost | Only for Company car, free fuel (Agda PS integration). | #### Company car, free fuel (only for Agda PS integration) When the company is integrated with Agda PS, it is possible to register **Company car, free fuel**. The company car must have been created on the user in Agda PS with a vehicle number before this mileage type will be available. The following field will be available when selecting the vehicle type **Company car, free fuel**: | Field | Description | |----|----| | Vehicle number | The vehicle number (license plate) is transferred on the car that is linked to the employee in Agda PS. The field is not editable. | | Odometer start | The field is locked when odometer value has been set in Agda PS. The field is editable when no start value has been set in Agda PS. | | Odometer end | The value is automatically entered based on the value in the field Distance (km) (Odometer start value + distance (km)). If a value is entered manually in this field, the field Distance (km) will also be updated. Value can not be less than Odometer start. | | Private trip | Transactions marked as private is used to calculate the taxable fuel benefit. | | Fuel cost | The fuel cost is used to calculate the taxable fuel benefit. | #### Tip You should register on the type **Company car, free fuel** with ascending dates because it is not possible to register on this type if there is a registration on the same type with an earlier date. #### The Mileage form contains the following fields | Field | Description | |----|----| | Date | Date when the driving was done. Only dates 3 years in the past from today\'s date and 30 days ahead of today\'s date can be added. | | Vehicle | List of valid Mileage types based on what is entered in Settings/Mileage. Default type is Car. | | Distance (km) | Distance driven will determine the amount calculated as it is based on rates registered in the mileage type. Several decimals are accepted but it is rounded to 1 decimal. The field is mandatory. | | Road toll | Road toll costs in connection with the trip. The field is optional. | | Route | Start and end destinations/address of the mileage trip, and the route driven. The field is mandatory. | | Purpose/event | Purpose or Event of the trip. If the trip is a part of a travel claim, the field will be automatically filled with purpose details from the first registered travel. The field is mandatory. | | Purpose of detour, if any | Purpose of any detours. The field is optional. | | Passenger | When adding the name of the passenger, the field Km will be available. Fill out the number of kilometers driven with the passenger. This will add additional allowance to the mileage trip. | ### Additional allowances There are different checkboxes for additional allowances depending on country and what mileage types that are activated on the company. The following additional allowances can be selected - Dog on duty - Forest or construction road - Caravan - Heavy machinery - Mobile canteen - Trailer These additional allowances are as default inactive and need to be activated in order to be selectable. The following additional allowances can be selected - Heavy load The following additional allowances can be selected - Forest or construction road - Heavy load - Towed vehicle When an additional allowance is selected on a mileage registration the number of kilometers need to be entered into the corresponding field to get the correct calculations. ## Attachments It is possible to select attachments to the trip from either local file or the mobile application Visma Employee. When using Visma Employee, no data other than the file and file name are imported. If an attachment imported from the mobile application has a purpose filled, this information will be added to the purpose field. ## Assign cost units It is possible to assign different cost units on the allowances. Then the mileage allowance amounts will be charged to the cost units selected. It is also possible to do a split on different cost units on different percentages by changing the percentage value to less than 100%. When clicking the link **+Split cost unit**, a new row is added where a different cost unit can be selected. The total for all the different cost units must be 100%. ## View details It is possible to view more detailed information when clicking on the added mileage. The following information will be shown: | Field | Description | |----|----| | Taxable / Tax free | Shows taxable and tax free amount, including the currency | | Route | Shows the full route of the trip | | Road toll | Amount for road toll if added | | Additional allowances | Visible when at least one additional allowance has been added | | Passengers | Visible when at least one passenger has been added | | Attachment | Shown as thumbnail version when added | | Car information | Vehicle number, odometer start and end | | Cost units | Shows the selected cost units | | Project details | Only for ERP integration | | Re-invoice to customer | Only for ERP integration | ## Edit / delete / copy created mileage {#edit-delete-copy-created-mileage} It is possible to edit, delete and copy a mileage registration by using the action buttons. To edit a mileage, click on the pen symbol. The popup that appears will contain all the mileage details previously saved for this mileage. It is also possible to copy the added mileage by clicking the copy icon. This will copy all added information in the fields, except from attachments. To delete a mileage, click on the trashcan symbol. If you have added attachments or GPS transactions, these will be available to use again. [Travel with allowances](../travel_allowance) [Expenses](../expenses) /expense/online-help/home/expenses page 2024-12-17T10:19:41+01:00 # Expense When you need to register your expenses to get a refund or to register expenses paid by your company, click the button **Create new claim** from the **Home page**. Before an expense transaction can be registered, the claim must have the mandatory **Claim information** entered. The main purpose of this section is to view and enter details that are common for your entire claim. This section is opened by default when creating a new claim and is only possible to close when all required fields are entered. The following fields are included in this section: | Field | Description | Mandatory/Optional | |----|----|----| | Claim description | Name of the entire claim, eg. Conference in Oslo | Mandatory | | Cost units | If a cost unit is selected as default, this is shown here. Whether you can change the cost units or not is depending on the company settings set by the administrator in your company. For more details, see: [Claim registration settings](../../settings/company_configuration). | Optional | | Position and Organization unit | Only available for eHRM companies (NO). | Mandatory | When the **General information** is saved, it is possible to start the expense registration. To create a new expense, click the button **Add expense**. ### Credit card transactions If the company is set up with a credit card integration, it is possible to import them to the expense. Adding a credit card transaction makes it possible to reuse information such as amount, description and purchase date. The button **Transactions** is only visible when you have available credit card transactions. The number in the button shows how many credit card transactions that are available and can be used for adding expenses to claim. When clicking this button a pop-up will appear with a list of the available credit card transactions. This pop-up contains the following: | Field | Explanation | |----|----| | Checkbox | To select one or more transactions. The checkbox on the header can be used to select all. | | Date | The date of the transaction. | | Point of purchase | Where the purchase was done. | | Amount | The amount in the currency of the country where the purchase was done. | | Local amount | The amount in the company default currency. | #### In addition, these buttons are available | Button | Explanation | |----|----| | Delete selected | Deletes the selected transactions. The transactions will then no longer be available in the list. | | Add to claim | Adds the selected transactions to the claim. | | Cancel | Will cancel the started process and close the pop-up. | After adding the selected credit card transaction(s) to the claim, the**Expense type** and all other details must be filled. The **Expense type** can be pre-selected to one of the types the company has activated, if the credit card transaction is identified using the so-called MCC mapping. The preselected **Expense type** can be changed. When all details are filled out, click **Add** to save the expense to the claim or **Add and next** if several transactions have been added. ### Split transactions When a credit card transaction has been added to the expense registration, it is possible to split the transaction. When clicking the button Split, the page will be updated with the possibility to add the following details to the part that has been split out from the original transaction. - Expense type - Amount - VAT amount - Change cost units Information will be displayed to inform how much is remaining of the original transaction amount to guide you to enter correct amounts. It is not possible to add amounts that in total are higher than the original transaction amount. A warning will then be given. When all data has been entered and validated, the expenses will be added when clicking the **Add** button. Transactions that are added to a claim are no longer available in the list. But if the added expenses with the credit card transaction is deleted or the whole claim is deleted, the credit card transaction will be available to select in the pop up again. ### Credit card integrations Visma.net Expense supports the following credit card providers (Norway): - American Express Card - Danske Bank Corporate Mastercard - Eika TwoCards - Handelsbanken Mastercard - Nordea FirstCard - SEB Eurocard & Diners Visma.net Expense supports the following credit card providers (Finland): - Danske Bank Corporate Mastercard - Nordea FirstCard - SEB Eurocard & Diners Visma.net Expense supports the following credit card providers (Sweden/Denmark): - American Express Card - Danske Bank Corporate Mastercard - Nordea FirstCard - SEB Eurocard & Diners - Volvo Finans Mastercard (Sweden only) #### Credit card transaction in real-time from Nordea First Card If you are using a credit card from Nordea and the company has set up an integration to use those in real-time, it is possible to get your credit card transactions visible in Expense right after the purchase has been done. These transactions can be used immediately and the claim can also be sent to approval. A claim including this type of transaction will first go to a separate status (Waiting for credit card clearance) before it is fully sent to approval. This is because it can happen that a transaction gets changed before the bank approves the transaction on their end. But you don't have to do anything further on the Expense side, the claim will be automatically sent to approval once Expense receives the approved message from the bank. If it should happen that the transaction is changed after you have sent it to approval, the claim will be returned to Open status and an email will be sent to you. The transaction with the new amount will be automatically updated in Expense, but you need to control this before you send the claim to approval again. ### Attachments When clicking the Browse button, a pop-up will appear where the user can select attachment by using a local file (using drag-and-drop or browse) or by using a receipt from the mobile app **Visma Employee**. The attachments from the mobile app are only available when the app have been used and available receipts exist. If details have been added to the receipt in the mobile app, these will be automatically filled out on the expense when the attachment is added. Read more [here](../../visma-employee/expense) on how to use the mobile app. It is also possible to delete attachments from the pop-up by selecting the attachment and click Delete. If local files have been uploaded in the pop-up, but not added to an expense, it is possible to select to save the attachments for later use. A dialogue will appear when exiting the pop-up where you can choose to either keep the uploaded files or delete them. It is possible to add several attachments to the same expense transaction but there is a limit of maximum **50** attachments per claim. Note that it may be mandatory to add an attachment for some outlays. This is based on the settings for the various types determined by the company administrator. #### Pre-filling of data When you add an attachment to your expense, the system scans the document and pre-fill data where this can be found. The following data types can be pre-filled: - Date of purchase - Amount - Currency - VAT - Expense type #### The **Expense form** contains the following fields | Field | Description | |----|----| | Date | Date of the expense. Only dates 3 years in the past from today\'s date and 30 days ahead of today\'s date can be added. Default date is today if no travel has been added. If there is a travel the default date is the first day of the travel. | | Expense type | The type of expense, e.g. Hotel, Train ticket, or Office equipment. The available types in the list are dependent on the company settings. | | Currency | The company's country currency is selected by default. It is possible to select a different currency by scrolling or searching in the field. When selecting a different currency, this will activate the Local amount and Exchange rate fields. Exchange rates are added automatically based on the date, and can be changed if not corresponding with the actual rate. | | Amount | The amount of the expense. | | Local amount | Activated when a different currency then the default currency is chosen. Default is based on Amount and Exchange rate of the selected date. | | Exchange rate | Activated when a different currency then the default currency is chosen. Automatically filled based on exchange rates in the database. | | Total VAT amount | Visible and calculated based on company settings. | | Purpose | The purpose of the expense. If an attachment imported from a mobile app contains purpose, the field will be automatically filled with this information, overriding any purpose details from travels. If you have manually entered a purpose before importing from a mobile app, this manually entered purpose will not be replaced by information from the mobile apps. | | Abroad expense | Select this if the expense is purchased abroad or are tickets/overnight stay in an abroad destination. Will be automatically ticked if a different currency than default is chosen. | | Paid by company | This checkbox is only available if it is activated in company settings. When this is ticked, there will be no payment to the user. | ### Additional fields Some expense types may require additional information and based on the selected expense type, different fields can appear. | Expense type | Field / description | |----|----| | Accommodation | Breakfast included | | Representation | Name of participants Company name Number of participants Tip included with | | Airplane/Bus/Car rental/Train/Taxi/Ferry/Other transport | Route | ### Representation When registering on the expense type "Representation" the following fields need to be entered: | Field | Description | Mandatory (Y/N) | |----|----|:--:| | Representation type | An expense type having the checkbox for Representation (set in Settings) | Y | | Representation amount | The full representation amount including VAT | Y | | VAT amount | Will be calculated in the claim report based on the selected VAT code on the type or it can be entered manually by you (depending on the settings in Claim registration settings). The VAT amount is entered from the receipt. | N | | Purpose | The purpose of the representation | N | | Number of participants | This number has an effect on the deductible amount The number is including yourself | Y | | Company name | The company that the employee is having the Representation with, not own company | Y | | Name of participants | The names of the participants | Y | | Tip included with | As part of the Representation amount - this field can be set to be displayed or hidden from the Settings in the corresponding Representation type. The amount is registered in the same currency as selected on the representation amount. | N | The correct deductible VAT will be calculated and shown in the claim report. ## View details It is possible to view more detailed information when clicking on the added expense. The following information will be shown: | Field | Description | |----|----| | Expense abroad | Indicated that this is an abroad expense | | Local amount | Shows the expense amount in the local currency | | Company amount | Only visible when expense is registered as paid by company | | Route | Shows the additional route field which is available for some expense types like Airline tickets, Bus, Car rental etc. | | Representation | Shows representation fields when Representation type has been selected | | Accommodation incl breakfast | Shows accommodation amount and breakfast amount splitted | | Split transactions | Symbol that shows if transactions have been splitted (for credit card transactions only) | | Cost units | Shows the selected cost units | | Project details | Only for ERP integration | | Re-invoice to customer | Only for ERP integration | | Attachment | Shown as thumbnail version when added | ## Edit / delete / copy created expense {#edit-delete-copy-created-expense} It is possible to edit, delete and copy an expense registration by using the action buttons. To edit an expense, click on the pen symbol. The popup that appears will contain all the expense details previously saved for this expense. It is also possible to copy the added expense by clicking the copy icon. This will copy all added information in the fields, except from attachments. To delete an expense, click on the trashcan symbol. If you have added attachments or credit card transactions, these will be available to use again. [Travel with allowances](../travel_allowance) [Mileages](../mileage) /expense/online-help/home/claim_summary page View a claim summary and perform actions to the claim. 2024-07-08T10:41:07+02:00 # Claim summary and claim actions View a claim summary and perform actions to the claim. ### Claim summary In the right hand side within the claim, you can find a summary of all your registrations. You will see the total receivable amount divided by the taxable and non-taxable amount. If an expense has been marked as Paid by company, the amount for this will be shown. Also, if there are any benefits registered in the claim (like fuel benefit and meal benefit), this will also be shown here. In this claim summary, it is also possible to add a comment. This comment will be visible for the approver that receives the claim. It is also possible to upload a general document to the claim. ### Claim actions There are different actions that can be done to the claim. - **Send to approval** - This action will send the claim to the corresponding approver and you will return to the **Home** screen. - **Cancel approval flow** - This button is only available if the claim has been sent to approval, and it will cancel the approval flow and open the claim for editing again. - **Save for later** - This action will save the claim and you will return to the **Home** screen. This can only be done when claim is in edit mode (not sent for approval or approved). - **Delete claim** - This action will delete the whole claim. This can only be done when the claim is in edit mode (not sent for approval or approved).