Practice management
Activate collaboration in Travel & Expenses from Practice management
With Travel & Expenses, you do not have to handle your customers' travel expenses and receipts manually.
Your customers' employees register their travel expenses via their computer or mobile. If you choose to also integrate Travel & Expenses with Visma Lön 600 and 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 activate the integration 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 från Practice management (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.
Variants of Travel & Expenses
There are three variants of licenses for Travel & Expenses. In order to change this you need to go to Travel & Expenses. Read more on how you do this in the help for Travel & Expenses in the topic Användare.
Travel & Expenses is suitable for the user who report few outlays. Here the customer pay per report. You can also select this variant for someone whose role is to attest the users reports.
Travel & Expenses is suitable for the user who wish to report as many travel expenses and outlays as they need. This variant also payed for with a fixed monthly price.
Travel & Expenses 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. This variant also is payed for with a fixed monthly price.
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 integration with Visma Lön 600
After the collaboration has been activated in Practice management you can activate the integration between Visma Lön 600 and Travel & Expenses. Read more in the help for Payroll in the topic Kom igång med Visma Utlägg i Visma Lön 600.
Activate integration 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 integration with Bookkeeping & Invoicing
After the collaboration has been activated in Practice management you can activate the integration between Travel & Expenses and Bookkeeping & Invoicing. Read more in the help for Travel & Expenses in the topic Koppling till Visma eEkonomi.
Your customers may have different relations to Spiris, the activation process can differ slightly. Therefore, choose the scenario below that fits your customer.
Customer in Spiris using 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 My Spiris on spiris.se. As soon as the collaboration has been approved, you can begin to work together in the service.
Customer in Spiris, but has not used Travel & Expenses before
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 service for the customer. The customer receives an email and is asked to approve the collaboration and log in to My Spiris on spiris.se. As soon as the collaboration has been approved, you can begin to work together in the service.
New customer in Spiris
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 service for the customer. Also, the customer's administrator on spiris.se has been created. The administrator now receives an email with information that the accounting office has activated the service, and is asked to log in to My Spiris on spiris.se in order to approve terms and conditions for the service. As soon as these have been approved you can start your collaboration.
