Process expense claims

About expense receipts

In Visma Net, an expense receipt is a record reflecting that an employee performed a transaction while working for your organisation, thus incurring certain expenses.

Create an expense receipt

You can create an expense receipt by using the Expense receipts (EP301010) window.

About expense claims

By using Visma Net, employees in your company can easily file their claims for reimbursement of expenses, which may include expenditures for travel, accommodations, and freight charges.

About processing expense claims

By using Visma Net, employees of your company can easily file their claims for reimbursement of expenses, which may include expenditures for travel, accommodations, and freight charges.

Create an expense claim

You can create an expense claim by using the Expense claims (EP301030) window as a starting point.

Generate expense claims

The system automatically generates expense claims when you claim expense receipts by using the Expense receipts (EP301010) window.

About expense claim approval

In Approval you can configure approval workflows based on different rules for approving expense claims by:

Approve or reject expense claims

About expense claim release

You can release approved expense claims by using the following methods:

Release expense claims

In Visma Net, you can release expense claims in one of the following ways:

Release expense claims

In Visma Net, you can release expense claims in one of the following ways:

Invoice expense claims

Approve expense receipts

After an expense receipt has been taken off hold, it might require approval.