Receipt settings

Renewed receipt handling will be released on 16 October 2026

To be able to use the service, you must first define user rights plus the service settings.

User rights

To be able to use the service, the user must have edit rights in the Receipts section under function‑specific rights. If the user has only read rights, they can access the receipts view but cannot send receipts. For example, for auditors read rights are recommended here.
If the user has all rights, this edit right is granted automatically. The same applies if the user has ledger user, accounts payable user or company user rights – in these cases edit rights are granted automatically. The person who handles the receipts must have edit rights here + the accountant role (KP role).

In addition, in order to be able to send receipts you must go to Purchases > Receipts > Settings view and add the user to the list of users with rights to send receipts and save the data. The user appears on the list if they have edit rights to the receipts view. From this view you can also delete a user’s send rights via the delete link.
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Receipt settings page

If the company uses posting rules that include payment subject codes 721 or 720, a notification will appear in the receipt settings view. In that case the transactions would be handled through posting rules and not via receipt handling. If you want to handle these via receipt handling, the posting rules must be edited or deleted completely; the view shows which posting rules are affecting this. In the example below, it would be the rule named Google

Default owner of receipts

Receipts for which no user is linked to the card, or the card is unknown, are assigned to the default owner. Any additional information requests will also go to the default owner. Every receipt must have an owner.

Right to send receipts

This section lists the people who can send receipts via the mobile application. A person appears as selectable on the list if they have edit rights to the Receipts section in function‑specific rights. For these users, a scanner button will be activated on the Netvisor mobile home page. A Receipts section will also appear in the mobile menu.
From the view you can also delete the right to send from a selected person.

Receipt identification methods
Select Netvisor mobile application here.
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Payment methods

Select which payment methods are used in the company.
Company debit card

In this case the system uses bank statements to find the relevant payment transactions.

Company credit card

Fetches the vendor’s credit card invoices from accounts payable.

Credit card companies supported in the automatic allocating of credit card invoices are

For the time being, receipts for purchases made with own money must be handled via travel and account of expenses or via eScan.

Bookkeeping settings

Clearing and allocating account for receipts

Through the clearing account, receipts and the related payment transactions are automatically allocated. Internal transaction tracking is automatically enabled for the selected account so that allocations between receipts and bank statement transactions are visible in the voucher list. By default, account 1777 is used here, but if desired a new account can be created in the company’s specification of accounts for this purpose so that transactions are not mixed with other clearing account transactions. If you create your own account, in the settings you must select use internal transaction tracking for the account so that the automation works.
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Default cost type for receipts

If the user has not selected a cost type in the mobile app, this account is used in the background for transactions. The account is used when automatic account suggestion is not enabled or it fails. The account can be changed on the receipt.

Define cost types

From here you can see the cost types in use. The mobile user sees only the names of the cost types and does not see the bookkeeping account behind them. These cost types can be edited or deleted, or you can create an entirely new cost type and define the desired bookkeeping account for it.
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Payment cards

Add here all debit and credit cards used in the company that you want to use via receipt handling.

When adding a new card, you must provide information for it.

Enter the last four digits of the card.

Select who is the card holder of the card.

In the user linking field, select the user of the card.

In the type field, select either debit card or credit card. If debit card is selected, you must select which bank account is used in the background here. If credit card is selected, you must select the name of the credit card company’s vendor.

In addition, you can select whether follow-up objects are used in the transactions and choose an existing follow-up object. And save the data. If several cards are in use, create entries for them as well.

*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
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