The exported purchase invoices will automatically be grouped by user.
Prerequisites for the export
On the Settings page, go to SEPA Payments and fill in the payment details for your company. The Bank party ID is usually your business ID without the dash. If you are unsure, you can verify this with your bank.
In the Accounting tab, fill in your Debt to employees account as well as your Mileage and Per diem accounts.
Next, add payment information for your users. This can be done on the Users page by opening each user's profile and navigating to the Payment details.
Activate the integration
If you already have the integration activated, skip this step but check that your rights are added according to the below.
Start by logging in to Netvisor.
On your company's page, hover over your company's name. Find API and identifiers (Ohjelmistorajapinta ja tunnisteet) in the drop-down and click it.
Create the keys by clicking Create new API identifier (Luo uusi rajapintatunnus) and/or copy the integration keys to your clipboard.
In the Zevoy Hub, under Settings, head over to the Export tab.
Choose activate under Netvisor and add your User ID and API key and click Connect to Netvisor.
All done!
The integration inherits the user rights of the user that has activated it. Please make sure that your integration in Netvisor has the rights to use resources payment.nv, accounting.nv and dimensionlist.nv (Tilisiirron tuonti Netvisoriin, Kirjanpitoaineiston tuonti Netvisoriin ja Laskentakohdelistan nouto Netvisorista).
Set your export type
In the Zevoy Hub on the Settings page, under Export type, set the type of both expense- and travel claims to Integration to Netvisor.
Export to Netvisor
In the Zevoy Hub, navigate to the Travel claims or Expense claims page.
Under Submitted you'll find the claims that need reviewing. Edit the claims if needed by clicking Edit.
Approve the claims by selecting several at a time, or by opening them one by one. Selecting items will reveal the action toolbar.
You can now create an export queue for yourself. Select the items you wish to mark for export under Approved and click Move to export queue.
Hovering over the bubbles in the Exports column will indicate if the claims are ready, or if additional information is needed. If the bubbles are grey with a checkmark, you’re good to go!
Now you're ready to send your files! Under Export queue, select all claims, or those you wish to export, and a toolbar will appear.
Click Export on the toolbar and choose either Bookkeeping, Payment or All. This will send the bookkeeping file and and generate purchase invoices addressed to the employees in Netvisor.
With travel claims, the All option also sends the details to the Finnish incomes registry.When the export succeeds, the bubbles will turn green and the expenses will be moved to the Exported section!
Where can I find my exported claims in Netvisor?
The open bank payments can be found and completed in Netvisor by clicking Open and paid bank transfers under the Purchases menu. (Ostot > Avoimet ja maksetut tilisiirrot)
The voucher can be found alongside the rest of the exported Zevoy vouchers by clicking Voucher listing under the Financials menu, and filtering for “Tuodut tapahtumat” in voucher type. (Taloushallinto > Tositelistaus)