Expense inbox (EP50604S)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Activated the Expense integration option in the Enable/disable functionalities (CS100000) window
The Project accounting license

Element	Description
Process	Processes the expense claims you have selected in the table.
Process all	Processes all expense claims in the table.

The top part

By using the elements in this area, you can select the expense claims to be listed.

Element	Description
Branch ID	The ID of the branch to which the expense claims belong that will be displayed in the table. This field is available only if the Multi-branch support functionality is enabled in Enable/disable functionalities (CS100000).
Inbox status	The status of the expense claims you want to view: Error, Blocked, or New.
Employee	The employee whose expense claims will be displayed in the table. You can leave the field blank to view data on all employees.
Claim date	The date when the expense claim was created.
Customer	The customer whose expense claims will be displayed in the table. You can leave the field blank to view data on all customers.

Button	Description
Link employee	Click this to link an employee to the selected expense claim.
Claim details	Displays the details of the expense claim in a new window Expense receipt inbox (EP50605S).
Validate manually	Click this to validate the selected expense claim manually.
Hide/unhide	An expense claim in status Error can be hidden from the inbox by selecting the claim and then clicking the Hide/Unhide button. The claim is then moved to a new status, Hidden. At the moment you can hide the claims one by one. You can always restore the claim to status Error by selecting the claim and clicking the Hide/Unhide button.

Column	Description
Branch	The ID of the branch to which the expense claims belong.
Status	The Inbox status of the expense claim, selected in the top part.
Status reason	The reason for the claim status.
External claim ID	The ID of the external claim connected with the expense claim.
Internal ref. no	The number of the claim in Visma Net.
Claim date	The date when the expense claim was created.
Description	The description of the expense claim.
Document status	The status of the expense claim
Employee ID	The ID of the employee to whom the expense claim belongs.
Employee name	The name of the employee to whom the expense claim belongs.
Customer	The customer whose employee has created the expense claim.
Customer location	The customer location from the project.
Paid date	The payment date from the expense claim.
Processing date	The date when the expense claim was processed.
Total VAT	The sum of all VAT amounts calculated on the receipt level.
Total VAT exempt	The sum of all total VAT exempt amounts calculated on the receipt level.
Total excl. VAT amount	The sum of all total excl. VAT amounts calculated on the receipt level.
Total amount	The total amount of the expense claim including VAT.
Currency	The currency used on the expense claim.
Department	The department of the employee.