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This help article provides guidance on the functions of factual verification and approval of travel expense reports, as well as the settings for the notification view.

The travel expense report approval view facilitates and speeds up the factual verification and approval of travel expense reports. Open the view by selecting Travel > Travel and account of expenses > Approve travel and account of expenses.

Notification view rights

Set the notification view to display the "Assigned to me" option, which will show travel expense reports targeted to the user in the notification view.

Note that access to the notification view and company menu requires the user administrator role from the "Users and roles" page.

The notification view is set from the Company menu: Company name > Notification view rights > Select person > Choose edit rights for one of the rows, and the links for mass approval of travel expense reports will become available in the notification view.

Notification view task list

Guide the user in the notification view task list to "Assigned to me" travel and account of expenses at different processing stages under the "In my processing" heading. 

Travel expense report factual verification and approval are visible if the user has both roles.

Check the number following the links to see how many travel expense reports are awaiting processing. 

Note that if the user is only in the role of factual verifier or approver, they will see all unverified and unapproved travel expense reports on the "Open travel and account of expenses" page.

Own unacknowledged travel expense reports

View your own unacknowledged travel expense reports from this section. Open the Open travel and account of expenses page from the link. Unacknowledged travel expense reports are visible only if the company has the payroll section enabled and the user has the Resource management service (working hours and travel) selected from Netvisor services and the activation has been performed from the payroll settings.

Travel expense reports for factual verification

View travel expense reports targeted for factual verification from this section, if the company has travel expense report factual verification enabled. Open the Open travel and account of expenses page from the link.

Travel expense reports to be approved

View subordinates' travel and account of expenses from this section, if the user has approval rights set in company hierarchy rights. Open the Open travel and account of expenses page from the link.

Travel expense reports to be paid

View unpaid travel expense reports from this listing, if the user has payment rights for purchase invoices or bank transfers in sales and purchase ledger rights. Open the Open travel and account of expenses page from the link.

Approve travel and account of expenses

View travel expense reports and their expense rows from the Factual verification and approval table, where you are either a factual verifier, approver, or both.

The table displays travel expense reports and expense rows of those employees for whom the user has approval or factual verification rights.

Browse travel expense reports in list format to see all targeted and processing-related information from the same view at once.

Show columns

Edit the information displayed on the page and in the columns as follows:

  1. Select "Show columns".
  2. Select the desired information.
  3. Update the view after changes by selecting "Update view".


The image below shows the "Approve travel and account of expenses" page when all columns are selected to be visible:


Editing and checking travel expense reports

Perform editing or checking of travel expense reports as follows:

  1. Drill down into the travel expense report details by selecting the "Travel title" link.
  2. Make the necessary changes in the opened view.

Note that edits cannot be made directly in this view.

Factual verification and approval

Factual verify and approve multiple travel and account of expenses at once as follows:

  1. Check the travel and account of expenses.
  2. Select all the desired reports at once from the list.
  3. Leave unselected those reports you want to leave unprocessed, so they remain on the list.
  4. Select the action "Factual verify and approve selected" or "Factual verify, approve, and transfer selected for payment" to mark all selected rows as processed.

The action "Factual verify and approve selected" moves the travel and account of expenses rows to the next stage in the approval cycle. If the travel and account of expenses are factually verified, they move to approval. If the travel expense report is approved, you can choose to approve it only or transfer it directly to the "Pay travel and account of expenses" page.

Frequently asked questions

How can I edit travel expense report details?
Drill down into the travel expense report details by selecting the "Travel title" link. You cannot make edits directly in the approval view.

What should I do if I want to leave a report unprocessed in mass approval?
Leave the report unselected from the list, so it remains on the list as unprocessed.

How can I display travel expense reports targeted to me in the notification view?
Set the "Assigned to me" option in the notification view through the company menu under Notification view rights.

Can Netvisor send email notifications for travel expense reports to be approved or factually verified?
Unfortunately, Netvisor currently does not offer the possibility to receive email notifications for travel expense reports to be approved or factually verified. Users need to check the status of travel expense reports directly from the system.

Keywords: Travel expense report, Approval, Factual verification, Netvisor, Account of expenses, Notification view, Mass approval.

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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