Import from Monitor Expense

In this procedure you can import vouchers/expense reports from Monitor Expense.

In order to use this procedure, you need to configure import settings in the Settings for export/import procedure. You also need to select a voucher number series for Monitor Expense in the Voucher number series/Journals procedure.

When you manually import vouchers, you will use this procedure to edit and save all vouchers. If you have activated automatic import of vouchers, you will only handle invalid vouchers in the procedure since all valid vouchers will be recorded automatically. To import, use the Import from Monitor Expense button on the toolbar.

In order to be able to import a voucher/expense report to Monitor ERP, you need to have sent it in Monitor Expense. Only reports found under the Transfer tab in Monitor Expense will be imported to Monitor ERP.

Vouchers to import

Here you see the vouchers which have been imported from Monitor Expense. To record a voucher, mark the Include checkbox and save in the procedure.

The name of the voucher is the same as the name of the expense report in Monitor Expense. The voucher date is loaded from Monitor Expense but you can modify it here, when needed.

If you want to return a voucher/expense report to Monitor Expense, mark the Include checkbox and then use the Send back button on the toolbar. The voucher/expense report will then become visible to administrators under the Ready to send tab in Monitor Expense. When you use the Send back button you can also enter a message that will be included to Monitor Expense. The message can contain a maximum of 255 characters. Otherwise it cannot be displayed in full in Monitor Expense.

If you have sent multiple expense report at the same time (in a batch) in the Monitor Expense, these must be handled as a batch in the Import from Monitor Expense procedure as well. This means that all vouchers/expense reports included in a batch either need to be approved or sent back, since they cannot be handled separately. Please note! It is still possible for you to adjust posting and voucher date per voucher/expense report.

Posting

Here you see the posting which has been imported from Monitor Expense. The posting rows are possible to edit.

Document viewer window

By clicking the button Show document, you can see the expense report in the document viewing window.