Hvordan føre reiseregninger i Unit4 Business World Forfatter:

Transkript

1 Hvordan føre reiseregninger i Unit4 Business World Forfatter: dag.syversen@unit4.com Denne e-guiden beskriver hvordan du registrerer en reiseregning med ulike typer utlegg. 1. Introduksjon 2. Åpne vinduet Travel Expenses 3. Velg reisetype 4. Legg inn formålet med reisen/utleggene 5. Legg til det første utlegget 6. Registrer utleggsdetaljene 7. Legg inn aktuell kontering 8. Legg til neste utlegg 9. Registrer utleggsdetaljer og legg til øvrige utlegg Hvordan føre reiseregninger i Unit4 Business World 1

2 10. Legg ved innskannede kvitteringer 11. Kontroller sammendraget, endre status og lagre Hvordan føre reiseregninger i Unit4 Business World 2

3 1. Introduksjon You want to enter travel expenses so that you can claim reimbursement for your expenses. 2. Åpne vinduet Travel Expenses Click Time and expenses. Click Travel expenses. Hvordan føre reiseregninger i Unit4 Business World 3

4 3. Velg reisetype In this example, you are going to enter an expense claim for expenses only. Select the travel type Expenses only. Available travel expense types will depend on the subsidiaries. Click the Travel type field. Select a travel type. Hvordan føre reiseregninger i Unit4 Business World 4

5 Note! If you have more travel types available, select the travel type that best suits your particular travel. Hvordan føre reiseregninger i Unit4 Business World 5

6 4. Legg inn formålet med reisen/utleggene Enter the purpose of the exepense. Include the expense/travel date in the purpose text. If you need to supplement the Purpose field with additional information, you can enter a comment in the optional Comment field. Click Next step. Hvordan føre reiseregninger i Unit4 Business World 6

7 5. Legg til det første utlegget You have opened the Expenses tab. If you had chosen a more travel oriented travel type, you would have opened the Travel tab where you can specify travel details such as destination, dates, and any free/included meals. Add an expense item. Click Add. Click the Expense type field. Hvordan føre reiseregninger i Unit4 Business World 7

8 Select the correct expense type. Hvordan føre reiseregninger i Unit4 Business World 8

9 6. Registrer utleggsdetaljene Click the calendar button and select the correct expense date. Enter a description of the expense. If necessary, change Currency to the currency used for the payment. Hvordan føre reiseregninger i Unit4 Business World 9

10 Enter the amount in the Amount field. Hvordan føre reiseregninger i Unit4 Business World 10

11 7. Legg inn aktuell kontering Enter the correct workorder in the Workord field. Enter the correct activity in the Activity field. In order to use the same values for any remaining expense items, click Use as default. Hvordan føre reiseregninger i Unit4 Business World 11

12 8. Legg til neste utlegg Click Add. Click the Expense type field and select an expense type. Hvordan føre reiseregninger i Unit4 Business World 12

13 9. Registrer utleggsdetaljer og legg til øvrige utlegg Click the calendar button and select the correct expense type. Enter a description of the expense in the Description field. Enter the amount. Hvordan føre reiseregninger i Unit4 Business World 13

14 Click Add to add any remaining expense items as described previously. When you have entered all your expense items, click Next step. Hvordan føre reiseregninger i Unit4 Business World 14

15 10. Legg ved innskannede kvitteringer Scan all your receipts. Then attach the scanned receipts to the travel expense claim as described in this step. Click the Open documents icon. Click Add a document to add an invoice. Hvordan føre reiseregninger i Unit4 Business World 15

16 Click Upload. Browse to the folder where you have saved your receipts. Add the receipts one at a time. Click Open. Hvordan føre reiseregninger i Unit4 Business World 16

17 Click Save. Repeat this procedure for each invoice. Hvordan føre reiseregninger i Unit4 Business World 17

18 11. Kontroller sammendraget, endre status og lagre Review the expense items in the summary. If necessary, click relevant tabs to make adjustments. When you have verified that everything is OK, change the status from Draft to Ready. Then click Save. Once the travel expense claim has been saved as Ready, you can not make any changes to it. Note that you can save your expense claim as a draft and complete it at a later stage. Click the Status field. Select Ready. Hvordan føre reiseregninger i Unit4 Business World 18

19 Click Save. Your travel expense claim has been sent for approval. Note that is has also been assigned a transaction number. You have reached the end of the guide. Hvordan føre reiseregninger i Unit4 Business World 19