Scanning receipts is done in the Netvisor mobile app. You will see the scan button “Scanner” at the bottom of the app home screen once you have the rights to import receipts. More detailed information is available on this help page.
A video guide for the Scanner in the Netvisor mobile app is available here.
Adding receipts step by step
Open the Netvisor mobile app
Go to the app home screen and select Scanner from the bottom.
Upload the receipt
Take a photo of the receipt with the app’s scanner or choose an existing image from your phone’s gallery. If you want, you can crop the image in the app.Select type / payment method
Select one of the following options:Receipt for reimbursement (paid with personal funds)
Receipt for a transaction (paid with company funds)
Document to eScan
Option A: Receipt for reimbursement (paid with personal funds)
With this option, the receipt is saved for reimbursement.
Enter a title for the travel expense report/reimbursement (and a description if you wish).
Select the saving method:
Attach the receipt to an existing travel expense report (“Select existing”):
The app retrieves your most recent reimbursements, from which you can choose the travel expense report the receipt belongs to.
Select the expense type. The app automatically recognizes the price in euros and the vat percentage from the receipt.
If you wish, you can add other expenses at the same time.
In Additional options, you can add a more detailed description for the transaction or, for example, a calculation dimension.
Finalize by pressing the Add receipt button.
Create a new reimbursement:
Select the expense type for the receipt. The app automatically retrieves the price in euros, the quantity, and the vat percentage from the receipt.
If you wish, you can add other expenses at this stage.
In Additional options, you can add a more detailed description for the transaction or, for example, a calculation dimension.
Finalize by pressing the Add receipt button.
Notes on receipts paid with personal funds:
The user must be added as the company’s employee and must have the Travel service enabled. If this is not the case, the option for a receipt for reimbursement is inactive in the mobile app.
When a receipt paid with personal funds is saved, the mobile app automatically creates a travel expense report for reimbursement.
Option B: Receipt for a transaction (paid with company funds)
With this option, the app automatically recognizes the vendor name, date, total amount, currency, and vat amounts and percentages from the receipt. You can review the receipt details at the top of the screen and view the attachment image on the adjacent tab.
Enter a specification in the field "How is this related to your business?"
Select Payment method.
Select Cost type.
In Additional options, you can add a calculation dimension for the receipt.
Finalize saving by pressing the Create receipt button.
Sending receipts with this option requires that the user has been granted editing rights in the function-specific rights under the “receipts” section and that the user has been added to the list under Purchases > Receipts > Settings > Receipt sending rights.
After sending, the receipt is transferred for the accountant to review. If necessary, the accountant can request additional information about the receipt via the Netvisor browser version.
Responding to a request for additional information in Netvisor Mobile:
Attention notification on the home screen and in the app:
A request for additional information sent by the accountant appears in the Requires attention section at the top of the app home screen.Viewing the comment:
Click the section widget to access the incomplete receipts. Select the desired receipt to see the comment left by the accountant.Correcting the information and resending:
Update the receipt’s specification field or other requested information according to the comment and send the receipt again to bookkeeping.
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Option C: Document to eScan
With this option, you can transfer documents such as contracts or minutes to eScan material and save them in PDF format on a voucher or purchase invoices. This option is visible to all Netvisor mobile users.
In this case, you only enter a description for the receipt and send the document. The material goes to the company’s eScan processing view, and it can be handled there in the desired way by attaching it to a voucher or invoice or by creating its own voucher, invoice, or travel expense report from it.
You can find more information on eScan processing here.
The source of the material appears as Software interface service in the eScan processing view.
Viewing sent receipts and documents
The location of sent material in the app depends on the type you selected:
Receipt for a transaction (company funds):
Found in the app by selecting the Receipts section from the menu.Receipt for reimbursement (personal funds):
Found in the app by selecting the Travel and expenses section from the menu.Document to eScan:
Currently visible in the browser when you log in to Netvisor (Extensions > eScan material processing).
If the person using the receipt scanner is added as an employee and has the Travel service active, there is no separate charge for using the receipt scanner. Otherwise, eScan pricing is used as the basis for charging. More information is available in our price list.
If the Travel service is activated in the middle of the month and receipts have already been submitted via the app before this, those receipts are charged at the normal rate per submission. After the Travel service has been activated, the fee is included in the price of the Travel service.
*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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