Expense receipts (EP301010)

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

In this window, you can view filtered lists of expense receipts or generate expense claims that include all listed receipts or only those you select.
You can also use this window as a starting point to enter new expense receipts or edit exiting ones.
An expense receipt is a document that confirms the expenses that you as an employee have incurred while performing some work for your organisation.
You may claim all or part of the amount of an expense.

Element Description
Claim

Generates one expense claim or multiple claims in which the selected receipts (that is, those for which the unlabelled check box is selected) are included. Receipts with only the Open status can be claimed.

When you select multiple receipts, multiple claims may be generated, each including receipts with common properties.
The system always generates different claims for receipts that have different employees, branches, or customers.
You can then view and work with the generated expense claims in the Expense claims (EP301030) window.
Claim all Generates one expense claim or multiple claims that include all receipts with the Open status listed on the current filter tab.

You use the element in this area to select the employee whose expense receipts you want to manage.

Element Description
Employee The identifier of the employee whose expense receipts you want to manage.
The ID of the currently signed-in employee is selected by default.
You can also select an employee for whom you are an appointed delegate, or an employee in a work group at a lower level in the company tree than your work group.

The table on each tab displays a list of expense receipts that belong to you (and to other employees, if you have been appointed as their delegate).

Element Description
Date The date of the expense receipt.
Status The status of the receipt, which can be On hold, Open, Pending approval, Rejected, or Released.
Description The expense description, which is displayed as a link.
You can click the link to open the receipt in the Expense receipt (EP301020) window, where you can view and edit its details.
Ref. no. The reference number, which usually matches the number of the original receipt.
Claim amount The part of the total amount to be reimbursed to the employee.
Currency The currency of the expense receipt.
Expense claim ref. no. The reference number of the expense claim (if any) with which the receipt is associated.
Claimed by The name of the employee who is claiming the expenses.
Created by The ID of the employee who registered the receipt.
All records Displays the complete list of expense receipts, regardless of their status.
On hold Displays only the receipts that have the On hold status.
Pending approval Displays only the receipts that have the Pending approval status.
To be claimed Displays only the unclaimed receipts that have the Open status.
Rejected Displays only the receipts that have the Rejected status.
Completed Displays only the receipts that have the Released status.

Related concepts

About expense claims

About expense claim approval

About expense claim release

About expense receipts

Related tasks

Invoice expense claims

Approve expense receipts

Create an expense receipt

Generate expense claims

Register expenses on a project

Release expense claims

Related reports

Expense claim details (EP613000)

Expense claim details by department (EP614010)

Expense claim details by employee (EP614020)

Related windows

Expense receipt (EP301020)