Scanning receipts electronically for financial management allows for the complete elimination of paper receipts and documents, making financial management and archiving fully electronic. Electronic transfer of receipts also minimizes the need for clients to visit accounting offices, as materials no longer need to be physically transferred to the accounting office.
With the help of eScan and Mobil Scanner services, it is possible to scan electronic images of receipts and paper-based purchase invoices into Netvisor. The invoice image or receipt can be sent to Netvisor as an email attachment or brought into Netvisor using the Visma Scanner mobile application. When sending receipts via email, multiple receipts can be included in one file. The application can be downloaded for iPhone from the App Store or for Android devices from Google Play Store. The service is intended for use by both accounting offices and end-customer companies.
The eScan used via email does not require a user account for the program, but the sender's email address must be saved in Netvisor in the eScan material import email addresses or in the user's system communication information. If using the mobile scanner on a phone, this requires a Netvisor user account. When adding a user account, it should be noted that the user will also have access to the Electronic Signature view.
If the user has the Netvisor Travel and Expense Claims additional service, i.e., the Travel service (the user must be established as a user in Netvisor and as an employee in the company, and the Travel service must be checked on in the employee's information), scanning receipts is included in the monthly fee for the Travel service, both when sent via email and when brought in via the Visma Scanner application. In this case, the address must also be linked to the desired user account so that the program can retrieve the link from the payroll information in the background.
Otherwise, a transaction fee according to the price list is charged for each imported receipt/image, regardless of the import method. In the mobile application, this means that a charge is made for each sent receipt. Via email, separate transaction fees are charged for each separate PDF file attached to the email. If the Travel service is activated in the middle of the month, a transaction fee is charged for receipts brought in until the activation day, as well as the Travel service fee for the entire month.
See separate instructions for importing eScan material via email, Mobil Scanner mobile application, and eScan material processing in Netvisor.
Keywords: receipt scanning, Netvisor, eScan, Mobil Scanner, email transfer, Visma Scanner, paperless financial management
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