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

The top part

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

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.

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.

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.