Receipt settings

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

If the person using the receipt scanner has been added as an employee and has the Travel service active, the use of the receipt scanner will not be charged separately. Otherwise, eScan pricing is used as the basis for charging. More information can be found in our price list.
If the Travel service is activated in the middle of the month and receipts have already been scanned via the application before this, a normal fee per send will be charged for these. After the Travel service has been activated, the fee is included in the price of the Travel service.

User rights {#h_aebb010cb8}

To be able to send receipts via the mobile application, the user must have edit rights in the Receipts section under function‑specific rights.
​

If the user has all rights, edit rights for Receipts in function‑specific rights are granted automatically. Likewise, if the user has ledger user, accounts payable user or company user rights, edit rights for Receipts are granted automatically.

To be able to handle receipts in the Open receipts view and access the Settings tab, the user must have at least the accountant role (KP role) as well as edit rights in function‑specific rights in the sections: Receipts, Bank statement and basic functions of bookkeeping. In addition, the user must have at least read rights in: basic functions of accounts payable, vendor management, accounts payable views and lists, account management and bank account management.

In addition, to be able to use the new automated receipt handling, 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.
​

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

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.

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.

Select Netvisor mobile application here.
​

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.

Note! If the company has the Light package in use, it is only possible to select the company debit card as the payment method. It is therefore not possible to set a credit card as a payment method in the Light package, because the automatic allocations to the credit card invoice do not work, as accounts payable is not available in the Light package.

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. Here you can use an existing clearing account or, 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 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.

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.

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 the following information:

*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.
*