Visma: Send trips to Visma

Once you've gone through the trips and confirmed them, you can create and send claims to Visma from the mileage allowance report.

How to send trips to Visma

Go to Rapport – Kjøregodtgjørelse. Here you'll find all confirmed trips that are ready.

1. By default the trips are sorted by month. There are two ways to send a claim:
2. Select the month you want to send, and click the icon to the right of the claim.

3. Expand the month the trips are in, tick the selected trips you want to send in one claim, and click the icon that appears above the list.

   

4. Check that the number of trips and the total are correct.

5. Enter the recipient's email, tick Send til Tripletex/Visma and click Lag krav.

4. The claim moves to the Påbegynte krav tab and gets a Visma tag underneath.

Påbegynte krav (Claims in progress)

What is «Påbegynte krav»?

Here you'll find claims you've sent on for processing, payment or approval. Once your claim is approved or paid, you can move it on to Fullførte krav.

How can I get a copy of already submitted claims?

In Påbegynte krav you can download a copy of the claim as PDF or CSV. Click the icon .

How can I quickly see the trips that were included in a claim?

Click the arrow to the left of the claim's name. This gives you an overview of the trips included.

Can I cancel a claim in progress?

If you need to change the number of trips included in the claim, you can cancel the claim. Click the icon on the right of the line. All the trips from the claim will then go back to Opprett krav.

Fullførte krav (Completed claims)

What are «Fullførte krav»?

Here you can store and find claims that have been processed, approved and paid. Review and download a copy of claims.