Review employee expenses and supporting receipts

This procedure applies to the native accounting workspace. It supports actual expenses paid personally in NOK. Calculated mileage and daily allowances require a separate workflow. Booking a claim records money owed to the employee; it does not send or record a bank payment.

Choose Nytt utläggskrav to start a draft. Use Mina krav to find your own claims, or Tilldelat mig for claims assigned to you for approval. Every page is reachable through Nästa and Föregående. A failed load is shown separately from an empty queue.

Open Granska krav. Review Titel, Kvittodatum / kravdatum, Kvittots valuta and each line's Kostnadskonto, Belopp före moms, Momsbehandling and Moms på kvittot. Select the treatment shown by the actual receipt; the claim type does not select an account or tax treatment for you. Incomplete lines are not silently omitted. Each line needs a positive cost and supported purchase tax treatment.

Choose Spara granskade uppgifter before attaching files. Use Bifoga kvitto for PDFs or receipt images up to 25 MB. Open a receipt's filename to inspect its original. Checked receipts support the current claim. Unchecked files stay retained with the history, and are not erased. Identical receipt files included in another active claim block submission or booking until the duplicate is resolved.

Choose Välj godkännare and then Skicka in krav. When the workspace requires separate approval, the approver must be an active member other than the claimant. Only the owner can change the claim; the assigned approver can inspect its details and supporting receipts. Other members cannot open it merely because they know its identifier.

The assigned reviewer chooses Godkänn or enters Orsak till avslag eller omarbetning and chooses Avvisa. A rejection explains the changes needed. The owner can correct rejected details, save them and submit again. To change an already submitted or approved claim, enter a reason and choose Dra tillbaka för ändring first. Changing the details clears the earlier approval.

After the required approval, the owner chooses Bokför granskat krav. The approval must belong to the current saved version. If the workspace does not require approval and no reviewer was requested, a submitted claim can be booked directly. Requesting approval voluntarily still requires that approval before booking.

Granskningshistorik retains saved details and review decisions. Open a decision to inspect its saved lines, amounts and included receipt files. A previously submitted claim cannot be deleted. Correcting its accounting voucher retains the old evidence, returns the claim to draft and requires renewed review before replacement booking. Accounting correction does not reverse a payment to an employee.

If someone changed the claim while it was open, saving or deciding an older version is refused. Ladda om och kasta osparade ändringar discards unsaved edits and loads the current claim; it is an explicit choice.

Use Medarbetarsaldo och ersättningar inside a claim to review what has actually been booked and reimbursed. Bokfört saldo on the queue is the posted balance, not the editable draft total. A positive amount is owed to the employee; a negative amount is owed back to the company. Saldo per datum shows the balance at a selected date. Recording actions are available in the current-date view.

For money that actually moved but has not been posted, select Registrera en faktisk betalning. Enter the actual amount, Faktiskt betalningsdatum, Bank- eller kontantkonto and Banktransaktion / bekräftelsereferens, then choose Registrera faktisk rörelse. Partial reimbursement leaves the remaining amount open. The amount cannot exceed the outstanding balance. If a corrected claim leaves money owed back to the company, this action records the employee's actual refund in the opposite direction. It never sends money.

If the bank movement is already posted, choose Koppla en befintlig verifikation and enter Verifikationsår and Verifikationsnummer. Choose Granska verifikation and check the original date, amount and bank account. Enter Kopplingsdatum and a reference, then choose Koppla granskad verifikation. This assigns existing money without posting it again. The voucher must contain only the employee payable and its matching bank movement, must not be reversed or already assigned, and must fit this claim's balance. Split a mixed payment before assigning it.

Payment and assignment dates must use an open period and follow the claim's latest accounting or reimbursement correction. An earlier posted payment can be linked with a current assignment date while retaining its original payment date. Changing a reviewed balance requires a refresh before another entry. Retrying the same unchanged request does not post again.

To repair an entry created here, choose Korrigera bokföringen, provide a correction date and reason, and choose Bekräfta korrigering. This reverses accounting, not an actual bank transfer. Any bank reconciliation must first permit the correction. For an assigned existing voucher, Ta bort koppling till krav removes only the claim assignment; the original bank voucher stays recorded. Both actions retain history and update the balance from their effective date.

Enter claim amounts with at most two decimals. Decimal commas and points are accepted; extra decimals, scientific notation and malformed amounts require correction. New claims split gross into exact net and tax amounts in whole ore. Editing a saved claim submits the reviewed net and tax as decimal strings, preserving explicit zero tax. The new-claim form is read-only without current accounting write access and locks while creation is pending.

Current accounting write access is required for claim changes, receipt uploads, submission, decisions, withdrawal, booking and reimbursement changes, in addition to the claim-owner and approver rules. Viewers retain receipt/history inspection and dated reimbursement balances. An open claim review follows access changes immediately and stays open while a write request is pending. Failed account or tax-list reads provide a retry action.

If a save response is interrupted, retrying the same facts recovers the saved claim without resetting later review. Retrying the same receipt recovers its existing upload. Changed facts still require loading and reviewing the current claim.

If creating a draft has an interrupted response, retry the unchanged form to recover the original claim. Later edits remain intact and its lines are not added again. After closing or reloading the form, check your claims before starting another one. A previously deleted claim is not recreated by a retry.

Saved claim amounts, retained review versions and reimbursement balances preserve the original decimal amounts. Reimbursement entry accepts a decimal point or comma and requires whole cents.