Practice management
Activate collaboration with Travel & Expenses
With Travel & Expenses, you do not have to handle your customers' travel expenses and receipts manually.
Your customers' employees register their travel expenses via the web or mobile phone. If you also choose to connect Travel & Expenses with Visma Lön 600 or Payroll, the travel expenses and outlays are syncronized with Visma Lön 600 or Payroll and are added to respective employee's pay slip.
If you choose to connect with Bookkeeping & Invoicing the chart of accounts will be updated automatically in Travel & Expenses. When you transfer the reports from Travel & Expenses to Bookkeeping & Invoicing the information is entered automatically in the journal entry. All source document images from Travel & Expenses is also entered into the journal entry, which will make it even easier to find the images that is connected to the journal entry. By default Bookkeeping & Invoicing is preselected as report recipient in Travel & Expenses
Watch this movie Bjud in till samarbete (in Swedish), to see how it works. And in the movie Acceptera samarbete, you can see how it will look like when a customer receives an invitation for a collaboration.
User subscriptions
In Travel & Expenses, there are two user subscriptions. You change the subscription of the user in Travel & Expenses. Read more on how you do this in the help for Travel & Expenses in the topic Användare.
Travel & Expenses Price per unit - is suitable for the user who report few outlays. Here the customer pay per expense. It is also suitable for those who only certify users' expenses.
Travel & Expenses Fixed price - is suitable for the company who not only need their employees to report as many travel expenses and outlays as they need, but also wish to link their corporate business card and logbook to the system, so that the information is automatically updated. It's paid at a fixed monthly rate.
When activating this collaboration, you can as an accounting office, choose to be the payee for Travel & Expenses. The collaboration is free of charge for the accounting office.
Activate connection with Visma Lön 600
After the collaboration has been activated in Practice management you can activate the connection between Visma Lön 600 and Travel & Expenses. Read more in Payroll in Kom igång med Travel & Expenses in Visma Lön 600.
Activate connection with Payroll
After the collaboration has been activated in Practice management you can activate the integration between Payroll and Travel & Expenses. Read more in the help for Payroll in the topic Kom igång om de anställda ska registrera sina utlägg.
Activate connection with Bookkeeping & Invoicing
After the collaboration has been activated in Practice management you can activate the connection between Travel & Expenses and Bookkeeping & Invoicing. Read more in the help for Travel & Expenses in the topic Koppling till Bookkeeping & Invoicing.
Your customers may have different relations to Spiris, the activation process can differ slightly. Therefore, choose the scenario below that fits your customer.
Your customer is already a customer of Spiris and uses Travel & Expenses.
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the icon for Travel & Expenses.
- Select Activate.
- In the list Task, select a task.
- On the page, select Activate.
You have now activated the collaboration and an email has been sent to the customer. There, the customer is asked to approve the collaboration by logging in to Spiris. Once this is done, you can start your collaboration.
Customer in Spiris, not using Travel & Expenses yet
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the icon for Travel & Expenses.
- Select Activate.
- In the list Task, select a task.
- At Invoice recipient, you choose who is going to pay for the service.
- On the page, select Activate.
You have now activated the collaboration as well as the solution for the customer. The customer receives an email and is asked to approve the collaboration and log in to Spiris. Once this is done, you can start your collaboration.
Your customer isn't a customer of Spiris today
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the icon for Travel & Expenses.
- Select Activate.
- In the list Task, select a task.
- At Invoice recipient, you choose who is going to pay for the service.
- Make sure that the details under Mandatory contact details for are correct. This user will be the administrator on spiris.se.
- On the page, select Activate.
You have now activated the collaboration as well as the solution for the customer. Also, the customer's administrator on Spiris has been created. The administrator now receives an email with information that the accounting office has activated the solution, and is asked to log in to Spiris in order to approve the terms and conditions. Once this is done, you can start your collaboration.
