Invoice expense claims (EP502000)

Den här artikeln ger dig information om elementen du ser i det här fönstret i Visma.net ERP, till exempel fält, fältvärden, knappar och kryssrutor.

This window lists all the expense claims that have the Approved status. You can invoice either all claims or only selected ones.

Element Description
Process Generates invoices for the customers you have selected in the table in the amounts paid to the employees for the post period, and changes the status of the processed claims to Closed.
Process all Generates invoices for all customers listed in the table in the amounts paid to the employees during the post period, and changes the status of the processed claims to Closed.

By using the elements in this area, you can select the expense claims to be listed by specifying the latest date and the customer or the customer class.

Also, you can specify the date on the invoices and the post period to be used for those invoices.

Element Description
Invoice date The date on the invoice charging the customer.
Post period The financial period to post the invoice.
Load claims up to The latest date on the claims to be invoiced to customers.
Customer class The customer class whose customer will be invoiced. You can leave the field blank to view data on customers of all classes.
Customer The customer to be invoiced. You can leave the field blank to view data on all customers.

This area of the window contains the list of customers that can be invoiced for the expense claims, based on the criteria you have selected in the top part.

Element Description
Customer class The customer class of the customer to be charged.
Customer ID The customer to be invoiced, selected by its ID.
Customer name The name of the customer to be invoiced.
Location The location of the customer associated with the claim.
Location name The name of the customer location associated with the claim.

Related concepts

About expense claims

Related tasks

Invoice expense claims