This guide covers how to create, edit, and approve travel and expense reports using the Netvisor mobile application. The application enables efficient management of travel expense reports, including recording domestic and per diems for trips to other countries and kilometre allowances. The guide also provides instructions on adding attachments and editing travel expense report lines.

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Creating travel and expense reports with the Netvisor mobile application

Creating travel and expense reports with the Netvisor mobile application

The Netvisor mobile application's travel expense report recording allows efficient management of travel-related expenses directly from a mobile device. The application enables the creation and editing of travel expense reports, and it allows easy recording of both domestic and per diems for trips to other countries. This makes managing travel expense reports simple and flexible anytime and anywhere. A new travel expense report is automatically saved as verified and moves either for factual verification or approval.

On the Travel and Expenses homepage, you can view your travel expense reports, which show the status of the travel expense report.

Draft (Open)
In Approval (Awaiting factual verification)
Factually Verified (Awaiting approval)
Approved
In Payment
Paid
Multiple statuses

Paid travel expense reports are highlighted in green.

Adding a new travel and expense report

A new travel expense report is created in the application by selecting "Travel and Expenses" from the menu and then "New travel or expense".

Provide a title for the travel or expense
Add a description if necessary
Select "continue"
Choose the appropriate expense type:

Expense
Kilometre allowance
Daily allowance - Domestic
Daily allowance - International

Provide the necessary information according to the expense type, such as quantity, unit price, VAT %, and date, and save. Additional options allow you to add a cost center and explanation for the expense. The default accounting objects for the employee are automatically selected,

Save button saves the entered expense details and the travel expense report title information when the first row is saved. After the first save, you can add new expense rows to the travel expense report if necessary.

Attachments

You can add one or more attachments to an expense row by taking a photo, selecting from the gallery, or adding a file. Adding a PDF attachment to an expense row is also possible from the phone's folder where the file is saved, for example, from an email.

Adding kilometre allowance

Adding kilometre allowances is done by entering the corresponding information as with other recording methods. Select the kilometre allowance type, quantity, i.e., driven kilometers, unit price, which is defaulted based on the kilometre allowance type, date, and route. You can also indicate the number of passengers. This affects the unit price by increasing the unit price by the amount confirmed by the tax authority for each passenger. Additionally, you can add an explanation, accounting objects, and an attachment to this expense type.

Adding domestic daily allowance

Adding a daily allowance is possible with the daily allowance calculator, which automatically calculates the daily allowance amount based on the provided information:

departure time and return time
free meals

Additionally, you can optionally provide an explanation, accounting objects, and an attachment from additional options.

Adding per diems for trips to other countries

Per diems for trips to other countries are also added using the calculator by providing the necessary additional information. Enter the entire travel route, including all transitions between countries, such as flights and ferry trips.

The time zone is by default local time. It can be changed if necessary.

1/3 Start your journey from Finland
When you leave home or home office: Date and time
Departure and arrival time is the time when your flight/ferry/train/car left the area/country usually indicated on your ticket.
Departure: date and time and time zone
Arrival: date and time and time zone. Also select the country you arrive in.
Add a new destination/route if necessary
Ending the journey
When you returned home or to the home office: date, time, and time zone
Select "continue"
2/3 Free meals
Select "Add" according to how many free meals are included in the journey on the following days (Breakfast is not counted)
Select "continue"
3/3 Submit daily allowance
Check and submit daily allowances. At this point, it is still possible to add cost centers and an explanation from additional options.
Finally, select "save" when the travel expense report creation is complete.

Editing and deleting a row

A saved row can be edited in the application if it has not yet been approved or paid. Editing is done by selecting the travel expense report to be processed and clicking the row to be edited. Change the information and save.

If necessary, you can also delete a travel expense report row by navigating to the row. The condition for deletion is that the row has not yet been approved or paid. Deleting an entire travel expense report is possible when all travel expense report rows have been deleted first.

Approval of travel expense report

Travel expense report rows are directly saved in the "Verified" status and are immediately available for approval by approvers in the Netvisor browser version. As the creator of the travel expense report, you do not need to take any actions other than reporting and saving the information to receive your money from the travel expense reports. Travel expense reports are approved and paid according to the company's practice.

Keywords: Netvisor mobile application, travel expense report, account of expenses, daily allowance, kilometre allowance, attachments, approval, mobile device

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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