Marathon Documentation - New pages [en]

Optional project codes/sv

2026-08-28T11:01:17Z

TR:

== Fria projektuppgifter==
=== Registrera projektuppgiftskoder ===
Projektuppgiftskoder registreras i Projekt | Backoffice | Basregister | Fria projektuppgiftskoder med knappen Ny.
Fyll i kod och namn. För att koder ska kunna användas vid projektupplägg i Projekt | Frågor kan de endast bestå av tre tecken. Samtliga koder visas vid projektupplägg i Projekt | Backoffice | Basregister | Kunder och projekt.
Om typ Text väljs kan både bokstäver och siffror fyllas i fälten. Längden kan variera mellan 1 och 45 tecken.
Om typ Numerisk väljs kan endast siffror fyllas i fälten. Längden kan variera mellan 1 och 9 tecken.

=== Fria projektuppgifter som förslag ===
I Projekt | Backoffice | Basregister | Parametrar, fliken Kunder och projekt, fältet Begrepp vid projektuppläggning i Kund och Projekt kan koderna som är upplagda med tre tecken väljas. De koder som väljs här visas vid projektupplägg i Projekt | Frågor.

=== Registrera fria projektuppgifter på projekt ===
De fria projektuppgiftfälten kan fyllas i vid projektupplägg i Projekt | Frågor eller på projektet Projekt | Backoffice | Basregister | Kunder och projekt, fliken Fria projektuppgifter.

=== Utskrift av fria projektuppgifter ===
Fria projektuppgifter visas i översiktsbilden i Projekt | Frågor, fliken Alla projekt och kan skrivas ut med knappen Export.

Optional project codes/en

2026-08-28T09:29:57Z

TR:

== Optional project codes ==
=== Record project codes ===
Project codes are recorded in Project | Backoffice | Base registers | Optional project codes. Press the NEW button.
Enter code and name. The codes must consist of three digits to be usable when creating projects in Project | Queries. All codes are shown when creating projects in Project | Backoffice | Base registers | Clients and projects.
Select type Text if you want to have both numbers and letters in the fields. You can use 1-45 characters.
Select type Numerical for numbers only in the fields. You can use 1-9 characters.

=== Optional project codes as suggestion ===
The three-digit codes can be selected in Project | Backoffice | Base registers | Parameters, tab Clients and projects, field Data definition. Codes selected here are shown as suggestion when creating a new project in Project | Queries.

=== Record optional project codes on projects ===
The optional project codes can be used when creating a new project in Project | Queries. when creating a new project in Project | Queries or in Project | Backoffice | Base registers | Clients and projects, tab Optional project codes.

=== Print optional project codes ===
The codes are shown in the main view in Project | Queries, All projects tab and be printed out with the Export button.

Optional project codes

2026-08-28T09:27:38Z

TR: Marked this version for translation

<translate>
== Optional project codes == 
=== Record project codes ===
Project codes are recorded in Project | Backoffice | Base registers | Optional project codes. Press the NEW button.
Enter code and name. The codes must consist of three digits to be usable when creating projects in Project | Queries. All codes are shown when creating projects in Project | Backoffice | Base registers | Clients and projects.
Select type Text if you want to have both numbers and letters in the fields. You can use 1-45 characters.
Select type Numerical for numbers only in the fields. You can use 1-9 characters.

=== Optional project codes as suggestion === 
The three-digit codes can be selected in Project | Backoffice | Base registers | Parameters, tab Clients and projects, field Data definition. Codes selected here are shown as suggestion when creating a new project in Project | Queries.

=== Record optional project codes on projects === 
The optional project codes can be used when creating a new project in Project | Queries. when creating a new project in Project | Queries or in Project | Backoffice | Base registers | Clients and projects, tab Optional project codes.

=== Print optional project codes === 
The codes are shown in the main view in Project | Queries, All projects tab and be printed out with the Export button.
</translate>

Expense reports/sv

2026-07-23T09:06:54Z

TR:

<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>

== Uppstart av utlägg==
=== Parametrar ===
Parametrarna ställs in i Ekonomi | Backoffice | Basregister, fliken Bokföring

{|class=mandeflist
!Skuldkonto för utläggsredovisning
|Ange konto. Om betalningen ska skickas via Marathon ska kontot ha integration till Leverantörsreskontra samt kopplas till Kostnadsbärare. Detta görs i Ekonomi | Backoffice | Basregister, fliken Bokföring.
|-
!Skuldkonto för företagskort
|Ange konto.
(Se nedan avsnitt gällande Utlägg med företagskort).
|-
!Ange moms vid registrering av utlägg
|Om den anställda ska kunna fylla i momsbeloppet vid registrering av utlägg.
|-
!Ange inköpskod vid registrering av utlägg
|Om den anställda ska kunna fylla i inköpskod för registrering av projektinköp.
|-
!Hämta kst från medarbetargrupp
|Om skuldkonto för utlägg kräver kostnadsställe ska det hämtas från gruppen som finns angiven på medarbetaren.
|-
!Attest av närmaste chef
|Om närmaste chef ska attestera utläggen eller inte.
|-
!Utlägg direkt till attest
|Om utläggen ska gå direkt till attest av närmaste chef eller om den
ska godkännas av ekonomiavdelningen i Ekonomi | Utlägg, fliken Utläggsbevakning först.
Om parametern är ikryssad och närmaste chef är ifylld i System | Basregister | Användare, fliken Övrigt, blir utlägget synligt för attest av närmaste chef i Ekonomi | Attest, annars måste Klar för attest kryssas för på utlägget.
|-
!Bokför endast slutattesterade utlägg
|Om endast slutattesterade fakturor ska kunna bokföras eller inte.
|}

=== Behörighet===
Behörighet till utlägg ställs in i System | Behörighet under rubrikerna: Ekonomi | Utlägg.

{{ExpandImage|ACC-EXP-SV-Bild1.png}}

== Utläggstyper ==
Olika utläggstyper förenklar för de anställda att skapa utläggsräkningar. Utläggstyperna visas i en rullgardinsmeny när en utläggsredovisning görs. Utläggstyperna leder dessutom till en enklare bokföring.
Utläggstyperna läggs upp i Ekonomi | Backoffice | Basregister, fliken Bokföring.

{{ExpandImage|ACC-EXP-SV-Bild2.png}}

{|class=mandeflist
!Anvisning
|Om en text i fältet Anvisningar (Text) och Anvisning (Antal) fylls i kommer fälten att bli obligatoriska att fylla i vid registrering av utläggsräkning.
|-
!Avvikande skuldkonto
|Om ett annat konto än det som finns inställt i parametrarna ska användas.
|-
!Motkonto för projektinköp
|En inställning som sällan används. Ett konto för motbokning (kredit) när ett utlägg registreras på ett projekt kan anges. (Konto för inköp på projekt som finns inställt i Parametrarna i Ekonomi | Backoffice | Basregister, fliken Leverantörsreskontra)
|-
!Momssats projekt
|Ifall momsklasser för ingående moms används kan en annan momsklass än den som är satt på projektinköpskontot anges här.
|-
!Projekt
|Om projekt måste anges vid registrering av utläggsräkning.
|-
!Inköpskod
|Inköpskod som ska användas om utlägget bokas mot ett externt projekt.
|-
!Använd momssats
|Inne i tabellen anges en mall för hur konteringen i utlägget ska vara. I de allra enklaste fallen anges vilket konto som ska föreslås när en utläggsredovisning bokförs. Det finns även möjligheter att kombinera fasta priser, enhetspriser och procentandel av total mot olika konton som kan underlätta bokföringen
|}

=== Projektinköp ===
Om ett projekt anges på utläggsraden, konteras utlägget som ett projektinköp oavsett vilken utläggstyp som valts.
Projektinköpen konteras på Konto för inköp som är inställt i parametrarna i Ekonomi | Backoffice | Basregister, fliken Leverantörsreskontra.

=== Representation ===
Vid bokföring av representation måste en manuell handpåläggning för kontering av moms göras.
==== Exempel Intern Representation ====

{{ExpandImage|ACC-EXP-SV-Bild3.png}}

==== Exempel Friskvård ====

{{ExpandImage|ACC-EXP-SV-Bild4.png}}

== Utbetalning av utlägg ==
Betalningen till den anställde görs på samma vis som en utbetalning till leverantör. Bankkonto utan avisering är det betalningssätt som lämpar sig bäst för utbetalning.

=== Inställningar på Leverantör ===
Om utbetalningen av utlägg ska göras via Marathon måste den anställde vara upplagd som leverantör i Ekonomi | Backoffice | Basregister, fliken Leverantörsreskontra.

{|class=mandeflist
!ID
|Leverantören ska ha samma kod som den anställdes användare och medarbetare.
|-
!Namn
|(Fliken Allmänt).
|-
!Betalningssätt
|(Fliken Betalning). Sätt betalningssätt till Bankkonto utan avisering.
|-
!Mott konto
|(Fliken Utlandsbetalning). Hela kontonumret inkl. clearing. Endast siffror.
|-
!Lev skuldkonto
|(Fliken Övrigt). Ange skuldkonto för utläggsredovisningen.
|-
!Kostnadsbärare
|(Fliken Övrigt). Ange kostnadsbärare.
|}

== Utlägg med företagskort ==
Om ett utlägg är markerat som ett företagskort ersätts det vanliga balanskontot med det konto som är inställt för företagskort i parametrarna i Ekonomi | Backoffice | Basregister, fliken Bokföring.

{{ExpandImage|ACC-EXP-SV-Bild5.png}}

=== Parametrar ===
Ange önskat balanskonto i fältet Skuld för företagskort i parametrarna i Ekonomi | Backoffice | Basregister, fliken Bokföring.
Kontot ska inte ha integration mot något delsystem och bör ha tvingande eller frivilligt på koppling mot kostnadsbärare.

=== Användare ===
Kryssa för rutan för Innehar företagskort i System | Basregister | Användare, fliken Utlägg. .

{{ExpandImage|ACC-EXP-SV-Bild6.png}}

När rutan Innehar företagskort är ikryssad kommer en ny kolumn Företagskort att synas för användaren vid skapande av utlägg.

{|class=mandeflist
!Företagskort default
|Beroende på hur frekvent användaren gör inköp på sitt företagskort kan ett förslag om hur fältet i utläggsredovisningen ska sättas. Förslaget kan ändras när användaren väl gör utlägget.
|}
För att användare som innehar företagskort ska kunna lämna in sin utläggsredovisning behöver raderna vara märkta med Ja eller Nej i kolumnen Företagskort.

== Skapa ett utlägg ==
Ett utlägg kan skapas både i Marathon Office samt i Marathon Pocket. Nedan beskrivs hur detta görs på båda ställen.

=== Marathon Office ===
Starta programmet i Ekonomi | Utlägg och använd knappen NY för att skapa ett nytt utlägg.
Fyll i utlägget rad för rad och använd med fördel utläggstyperna för att få information om vilka uppgifter som ska anges i kolumnerna.

{{ExpandImage|ACC-EXP-SV-Bild7.png}}

{|class=mandeflist
!Ref
|Om ett kvitto har referensnummer kan det anges här.
|-
!Typ
|Välj utläggstyp enligt vilken typ av utlägg som ska registreras.
|-
!Datum
|Ange inköpsdatum enligt kvittot.
|-
!Text
|Fyll i information enligt anvisningarna eller ange en generell text som beskriver utlägget.
|-
!Valuta
|Per default anges företagets basvaluta. Kan ändras till annan valuta.
|-
!Belopp
|Ange inköpets totala belopp i originalvaluta.
|-
!Kurs
|Kursen är hämtad från Marathons kursregister. Kan ändras till en mer relevant kurs.
|-
!Antal
|Fyll i information enligt anvisningarna eller ange siffra som beskriver utlägget.
|-
!Belopp SEK
|Totalbelopp i företagets basvaluta.
|-
!Moms SEK
|Momsens totalbelopp i företagets basvaluta.
|-
!Projekt
|Om utlägget gäller projektinköp, ange berört projekt.
|-
!Inköpskod
|Om utlägget gäller projektinköp, ange inköpskod.
|-
!Bilder
|Infoga bilder som gäller utlägget genom att använda listknappen.
|-
!Företagskort
|Om användaren innehar företagskort visas denna kolumn. Här specificeras huruvida utlägget är gjort med företagskort eller inte.
|}

=== Marathon Pocket ===
Logga in i Marathon Pocket och öppna Utläggsmodulen.

{{ExpandImage|ACC-EXP-SV-Bild8.png}}

För att skapa ett nytt utlägg används knappen + Ny utläggsredovisning där rubriken för utläggsredovisningen anges. När rubriken sparas kommer utlägget automatiskt att att bli stoppat.

{{ExpandImage|ACC-EXP-SV-Bild9.png}} {{ExpandImage|ACC-EXP-SV-Bild11.png}}

Genom att använda knappen + Nytt kvitto kan innehållet i utläggsredovisningen registreras. Varje nytt kvitto representerar en rad i utläggsredovisningen.
Genom att skrolla i kolumnrubriken eller använda pilen längst ner till höger kan du röra dig mellan kolumnerna.

{{ExpandImage|ACC-EXP-SV-Bild12.png}} {{ExpandImage|ACC-EXP-SV-Bild13.png}}

{|class=mandeflist
!Datum
|Datum kommer per default vara satt till dagens. Ifall inköpsdatum är annat än dagens kan detta ändras här.
|-
!Bilaga
|Använd knappen Lägg till bild för att importera bilder eller öppna mobilkameran och ta bild på fysiskt kvitto.
|-
!Typ
|Välj utläggstyp enligt vilken typ av utlägg som ska registreras.
|-
!Företagskort
|Om användaren innehar företagskort visas denna kolumn. Här specificeras huruvida utlägget är gjort med företagskort eller inte.
|-
!Antal
|Fyll i information enligt anvisningarna eller ange siffra som beskriver utlägget.
|-
!Belopp SEK
|Totalbelopp i företagets basvaluta..
|-
!Moms SEK
|Totalbelopp i företagets basvaluta.
|-
!Projekt
|Om utlägget gäller projektinköp, ange berört projekt.
|-
!Inköpskod
|Om utlägget gäller projektinköp, ange inköpskod.
|-
!Text
|Fyll i information enligt anvisningarna eller ange en generell text som beskriver utlägget.
|}

När utlägget är klart för attest kan statusen ändras från Stoppad till Inlämnad genom att klicka på rubriken Inlämnad.

{{ExpandImage|ACC-EXP-EN-Bild13.png}}

{{ExpandImage|ACC-EXP-SV-Bild13.png}}

== Attest av utlägg ==
Ett utlägg kan attesteras både i Marathon Office samt i Marathon Pocket. Nedan beskrivs hur detta görs på båda ställen.

=== Marathon Office ===
I Ekonomi | Utlägg, fliken Utläggsbevakning kan samtliga utlägg ses samt deras status och attestör.
För att attestera ett utlägg markeras utlägget och knappen Attest används.

{{ExpandImage|ACC-EXP-SV-Bild14.png}}

Väl inne i utlägget kan tidigare attester synas, hur utlägget är registrerat samt ändra huruvida utlägget ska slutattesteras, förattesteras eller ifall utlägget inte lagts på rätt attestör.
Valet om för-/slutattest kan vara satt per default beroende på hur det är inställt på användaren i System | Basregister | Användare, fliken Attest.

{{ExpandImage|ACC-EXP-SV-Bild15.png}}

{|class=mandeflist
!Utskrift
|Utskrift av utlägget
|-
!Visa
|Visar den registrerade bilagan.
|-
!Ny attestör
|Lägg till medarbetare som ska attestera utlägget.
|-
!Ta bort attestör
|Ta bort existerande medarbetare som inte ska attestera utlägget.
|}

=== Marathon Pocket ===
Logga in i Marathon Pocket och öppna Attestmodulen. Markera den faktura som ska attesteras och använd knappen Attestera faktura.

{{ExpandImage|ACC-EXP-SV-Bild16.png}} {{ExpandImage|ACC-EXP-SV-Bild17.png}}

I attestvyn går det att ändra huruvida utlägget ska slutattesteras, förattesteras eller ifall utlägget inte lagts på rätt attestör.
Här väljs även beloppet som ska attesteras.

{{ExpandImage|ACC-EXP-SV-Bild18.png}}

== Bokföra utlägg ==
När ett utlägg är attesteras markeras utlägget och knappen Bokför används för att bokföra utlägget.
Ange bokföringsdatum och avsluta med OK.

{{ExpandImage|ACC-EXP-EN-Bild19.png}}

Utlägget konteras automatiskt på de konton som är kopplade till respektive utläggstyp.
När konteringen sparas skapar en verifikation som därefter inkluderas i urvalet för betalningar av leverantörsfakturor.

{{ExpandImage|ACC-EXP-SV-Bild20.png}}

[[Category:Accounting]]
[[Category:ACC-EXP-SV]]
[[Category:Manuals]]

Expense reports/en

2026-07-23T09:05:20Z

FuzzyBot: Updating to match new version of source page

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== Preparations ==
=== Parameters ===
The parameters for Expenses are set in Accounting | Backoffice | Base registers, General ledger tab.

{|class=mandeflist
!Liabilities acc for expense reporting
|Enter account. If the payment is to be sent via Marathon, the account must be assigned to the Purchase ledger and be linked to a Cost object. This is done in Accounting | Backoffice | Base registers, under the General ledger tab.
|-
!Liabilities account for corporate card
|Enter account.
(See chapter below, about expenses with corporate card).
|-
!VAT mandatory in entries of expenses
|Whether the employee should be able to fill in the VAT amount when registering expenses.
|-
!State purchase code in expense reporting
|If the employee is to be able to enter a purchase code for registering project purchases.
|-
!Fetch cc from employee group
|If the liabilities account for expenses requires a cost centre, it should be retrieved from the group specified on the employee.
|-
!Approval by immediate superior
|Whether or not the immediate manager should approve the expenses.
|-
!Expenses directly to approval
||Whether the expense should go directly to the immediate manager for approval or whether it should first be approved by the finance department in Accounting | Expenses, Expense watch list tab. If the parameter is checked and the immediate manager is filled in under System | Base registers | Users, Other tab, the expense will be visible for approval by the immediate manager in Accounting | Approval, otherwise Ready for Approval must be checked for the expense.
|-
!Book only finally approved expenses
|Whether only finally approved invoices should be able to be booked or not.
|}

=== Authorisation ===
Authorisation for expenses is set up in System | Authorisation under the headings: Accounting| Expenses.

{{ExpandImage|ACC-EXP-EN-Bild1.png}}

== Expense types ==
Different expense types make it easier for employees to create expense reports. The expense types are displayed in a drop-down menu when an expense report is created. The expense types also simplify accounting. The expense types are set up in Accounting | Backoffice | Base registers, General ledger tab

{{ExpandImage|ACC-EXP-EN-Bild2.png}}

{|class=mandeflist
!Instruction
|If text is entered in the Instructions (Text) and Instructions (Quant) fields, these fields will become mandatory when registering expenses.
|-
!Special liabilities account
|If another account than the one stated in the parameters shall be used.
|-
!Contra account for project purchases
|A setting that is rarely used. An account for offsetting (credit) when an expense is recorded on a project can be specified. (Account for purchases on projects that is set in the Parameters in Accounting | Backoffice | Base registers, the Purchase ledger tab).
|-
!VAT rate project
|If VAT classes for input VAT are used, a VAT class other than the one set on the project purchase account can be specified here.
|-
!Project
|If projects must be specified when registering expenses.
|-
!Purchase code
|Purchase code to be used if the expense is booked on an external project.
|-
!Use VAT rate
|The table contains a template for how the expenses should be booked. In the simplest cases, it specifies which account should be proposed when an expense report is booked. It is also possible to combine fixed prices, unit prices and percentages of the total against different accounts, which can facilitate accounting.
|}

=== Project purchases ===
If a project is specified in the expense report, the expense is booked as a project purchase regardless of the expense type selected.
Project purchases are posted to the Account for project purchases set in the parameters in Accounting | Backoffice | Base registers, the Purchase ledger tab.

=== Representation ===
When booking expensed from representation, the posting of VAT has to be made manually.
==== Example Internal Representation ====

{{ExpandImage|ACC-EXP-EN-Bild3.png}}

==== Example Wellness benefit====

{{ExpandImage|ACC-EXP-EN-Bild4.png}}

== Reimbursement of expenses ==
The payment to the employee is done in the same way as a payment is made to a supplier. Bank account without notification is the payment method most suitable for reimbursement.

=== Settings on Supplier ===
If the reimbursement of expenses is to be made via Marathon, the employee must be set up as a supplier in Accounting | Backoffice | Base registers, under the Supplier Ledger tab.
The following fields must be filled:

{|class=mandeflist
!ID
|The supplier shall have the same code as the employee’s user and employee.
|-
!Name
|(General tab).
|-
!Payment method
|(Payment tab). Use Bank account without notification.
|-
!Payee account
|(Foreign payment tab). The complete bank account, numbers only.
|-
!Trade creditors accoun
|(Other tab). The liability account for the expense report.
|-
!Cost object
|(Other tab). Enter cost object.
|}

== Expenses with corporate card ==
If an expense is marked as a corporate card, the normal balance sheet account must be replaced with the account that is set for corporate card in the parameters in Accounting | Backoffice | Base registers, General ledger tab.

{{ExpandImage|ACC-EXP-EN-Bild5.png}}

=== Parameters ===
Enter a balance sheet account in the Liabilities account for corporate card field in the parameters in Accounting | Backoffice | Base registers, General ledger tab.
The account should not be assigned to any subsystem and should have a mandatory or optional link to cost objects.
=== Users ===
Check the box Holder of corporate card in System | Base registers | Users, Expenses tab.

{{ExpandImage|ACC-EXP-EN-Bild6.png}}

When checked, a new column Corporate card will be displayed to the user when making an expense report.

{|class=mandeflist
!Corporate card default
|Depending on how frequently the user makes purchases on their corporate card, a suggestion may be made as to how the field in the expense report should be filled in. The suggestion can be changed when the user makes the expense report.
|}
In order for users who hold corporate cards to submit their expense reports, the rows must be marked with Yes or No in the Corporate Card column.

== Create an expense report ==
An expense report can be created in both Marathon Office and Marathon Pocket. Below is a description of how to do this in both places.

=== Marathon Office ===
Start the program in Accounting | Expenses and use the NEW button to create a new expense report.
Fill in the report line by line and use the expense types to obtain information about what details should be entered in the columns.

{{ExpandImage|ACC-EXP-EN-Bild7.png}}

{|class=mandeflist
!Ref
|If a receipt has a reference number, it can be entered here.
|-
!Type
|Select expense type.
|-
!Date
|The purchase price on the receipt.
|-
!Text
|Fill in information according to instructions or write a general text that describes the expense.
|-
!Currency
|The company’s base currency is used by default. Cn be changed to another currency.
|-
!Amount
|The total amount of the purchase in original currency.
|-
!Rate
|The rate is taken from Marathon's course register. May be changed to a more relevant rate.
|-
!Quantity
|Fill in quantity.
|-
!Amount XXX
|Total amount in the company’s base currency.
|-
!VAT XXX
|Total Vat in the company’s base currency.
|-
!Project
|Enter project if the expense concerns a project.
|-
!Purchase code
|If project purchase, enter purchase code.
|-
!Images
|Insert images relevant to the expense using the list button.
|-
!Corporate card
|If the user has a corporate card, this column is displayed. Here, it is specified whether the expense was made with the card or not.
|}

=== Marathon Pocket ===
Log in to Marathon Pocket and open the Expenses module.

{{ExpandImage|ACC-EXP-EN-Bild8.png}}

To create a new expense, use the + New expense report button and enter the heading for the expense report. When the heading is saved, the expense will automatically be marked as Not ready.

{{ExpandImage|ACC-EXP-EN-Bild9.png}}

The contents of the expense report can be registered using the + New receipt button. Each new receipt represents a row in the expense report.
You can move between columns by scrolling in the column header or using the arrow at the bottom right.

{{ExpandImage|ACC-EXP-EN-Bild12.png}}
{|class=mandeflist
!Date
|The date will be set to today's date by default. If the purchase date is different from today's date, it can be changed here.
|-
!Attachment
|Use the Add Image button to import images or open your mobile camera and take a photo of the physical receipt.
|-
!Type
|Select expence type.
|-
!Corporate card
|If the user has a corporate card, this column is displayed. Here, it is specified whether the expense was made with the card or not.
|-
!Quantity
|Fill in quantity
|-
!Amount XXX
|Total amount in the company’s base currency.
|-
!VAT XXX
|Total amount in the company’s base currency.
|-
!Project
|If the expense relates to project purchases, specify the project
|-
!Purchase
|If the expense relates to project purchases, specify the purchase code
|-
!Text
|Fill in information according to instructions or write a general text that describes the expense.
|}

When the expense is ready for approval, the status can be changed from Not ready to Submitted by clicking on the Submitted heading.

{{ExpandImage|ACC-EXP-EN-Bild13.png}}

== Approval of expenses ==
An expense can be approved in both Marathon Office and Marathon Pocket. Below is a description of how this is done in both places.
=== Marathon Office ===
In Accounting | Expenses, the Expense watch list tab shows all expenses, their status, and the person who approved them.
To approve an expense, select the expense and click the Approve button.

{{ExpandImage|ACC-EXP-EN-Bild14.png}}

In the expense report you can see earlier approvals and how the expense has been reported. You can also change the approval: if it is going to be finally approved, pre-approves or if the approver should be someone else.
The options concerning approval can be set as default, depending on user settings in System | Base registers | Users, Approval tab.

{{ExpandImage|ACC-EXP-EN-Bild15.png}}

{|class=mandeflist
!Printout
|Print out the expense report
|-
!Show
|Shows the registered attachment.
|-
!New approver
|Add an employee as approver.
|-
!Remove approver
|If the specified person not shall be the approver, you can remove them.
|}

=== Marathon Pocket ===
Log in to Marathon Pocket and open the Approval module. Select the invoice to approve and press the button Approve invoice.

{{ExpandImage|ACC-EXP-EN-Bild16.png}}

In the approval view you can choose between final approval and pre-approval, and change to another approver.
Here you can also select amount to approve.

{{ExpandImage|ACC-EXP-EN-Bild18.png}}

== Book an expense ==
When an expense report is approved and you want to book it, select it in the list and use the Book button.
Enter accounting date and press OK.

{{ExpandImage|ACC-EXP-EN-Bild19.png}}

The expense report will be automatically posted based on the accounts that has been set for the different expense types.
When the posting is saved, a voucher is created and will be included in payments of suppliers’ invoices.

{{ExpandImage|ACC-EXP-EN-Bild20.png}}

[[Category:Accounting]]
[[Category:ACC-EXP-EN]]
[[Category:Manuals]]

SAF-T Finance in Marathon/sv

2026-07-21T07:48:38Z

TR: Created page with "Category:Accounting Category:ACC-SAF-SV Category:Manuals"

<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>

== Inställningar ==
På Skatteetatens hemsida skatteetaten.no finns information om hur olika koder ska mappas och fyllas i för SAF-T rapportering. Här beskrivs vad som måste göras i Marathon.

<div class="mw-translate-fuzzy">
== Företagsinformation ==
Fyll i företagsuppgifter och kontaktperson i System | Basregister | Företagsspecifika parametrar, fliken E-dokument. Fyll i uppgifterna för alla företag som ska skicka rapporten SAF-T.

{{ExpandImage|ACC-SAF-SV-Bild1.png}}
</div>

== Parametrar ==
Gå till Ekonomi | Backoffice | Basregister | Parametrar, öppna bokföringsåret och fliken Moms. Fyll i rapporteringskod för utgående moms under Rapporteringskod till myndighet.

{{ExpandImage|ACC-SAF-SV-Bild2.png}}

== Momsklasser ==
Alla momsklasser för ingående moms i det aktuella bokföringsåret måste vara mappade enligt standard. Fyll i Rapporteringskod till myndighet inne på momsklasserna i Ekonomi | Backoffice | Basregister, fliken Bokföring.

{{ExpandImage|ACC-SAF-SV-Bild3.png}}

== Kontoplan ==
På alla konton i Ekonomi | Backoffice | Basregister | Konton måste SRU-kod, SAF-T Grouping category och SAF-T Grouping code fyllas i.
Fälten kan massändras och de kan visas i listan med konton.

{{ExpandImage|ACC-SAF-SV-Bild4.png}}

== Kunder och leverantörer ==
Kunder där en faktura har skickats och leverantörer där en faktura har mottagits måste ha ett VAT-nummer och en postadress i Marathon, oavsett momsplikt.
Postadressen ska anges i sin helhet, med både postnummer och ort, tex 0101 Oslo.
VAT-numret ska registreras i formatet 999999999MVA eller NO999999999MVA.
Uppgifterna registreras på kunderna i projektredovisningen, på kunderna i media eller om Marathons direktfakturering används inne på kunderna i kundreskontran.
Med inställningen VAT-nr obligatoriskt går det att ställa in att VAT-nummer är obligatoriskt att fylla i på leverantörer. Inställningen finns i Ekonomi | Backoffice | Basregister, fliken Leverantörsreskontra. Öppna Parametrar, fliken Leverantörer.

<div class="mw-translate-fuzzy">
== Skriv ut rapporten ==
SAF-T rapporten skrivs ut under Ekonomi | Rapporter, fliken Bokföring. Fyll I bokföringsperiod och Klicka på Export. Spara filen.
</div>

[[Category:Accounting]]
[[Category:ACC-SAF-SV]]
[[Category:Manuals]]

VAT Altinn Norway/sv

2026-07-20T07:45:58Z

TR: Created page with "Category:Accounting Category:ACC-MVA-SV Category:Manuals"

<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>

== Allmännt ==
Momsdeklaration Altinn under Ekonomi | Moms används för rapportering till myndighet och kan göras direkt som en XML-fil från Marathon
== Inställningar ==
Ett par inställningar behöver göras för att kunna använda momsdeklaration
=== Parameterinställningar ===
* Öppna bokföringsåret i Ekonomi | Backoffice | Basregister | Parametrar.
* Kryssa i Automatisk kontering av moms under fliken Moms. Inställningen gör så att den till Norge anpassade momshanteringen aktiveras.
* Fyll i Rapporteringskod myndighet enligt bild.

{{ExpandImage|ACC-MVA-SV-Bild1.png}}

== Momsklasser ==
* Lägg upp Momsklasser för ingående moms i Ekonomi | Backoffice | Basregister | Momsklasser.
* Fyll i konton, momssatser och Rapporteringskod till myndighet. Det är det som styr var beloppen hamnar i momsrapporten Altinn.

''Kod 1: MVA 25% rapporteringskod till myndighet 1''

{{ExpandImage|ACC-MVA-SV-Bild2.png}}

''Kod 2: MVA 15% rapporteringskod till myndighet 11''

{{ExpandImage|ACC-MVA-SV-Bild3.png}}

''Kod 3: MVA 12 % rapporteringskod till myndighet 13''

{{ExpandImage|ACC-MVA-SV-Bild4.png}}

''Kod 4: MVA 0% (Norge) rapporteringskod till myndighet blank''

{{ExpandImage|ACC-MVA-SV-Bild5.png}}

=== Utland ===

''Kod 5: Import av tjänster rapporteringskod till myndighet 86''
Här anges även Omvänd skattskyldighet samt Konto och Motkonto för fiktiv moms.

{{ExpandImage|ACC-MVA-EN-Bild6.png}}

''Kod A: Import av varor beräknat 25% rapporteringskod till myndighet 81''
Här anges även Konto och Motkonto för fiktiv moms.

{{ExpandImage|ACC-MVA-SV-Bild7.png}}

''Kod B: Import av varor beräknat 12% rapporteringskod till myndighet 83''

''Kod C: Import av varor beräknat 0% rapporteringskod till myndighet 85''

''Inställning utländska leverantörer''
På utländska leverantörer anges Omvänd skattskyldighet i Ekonomi | Backoffice | Basregister, fliken Leverantörsreskontra, öppna leverantören och fyll i under fliken Övrigt.

{{ExpandImage|ACC-MVA-SV-Bild8.png}}

=== Kontoplan ===

* Koppla konto till en momsklass i kontoplanen i Ekonomi | Backoffice | Basregister, fliken Bokföring. Om ett konto kan användas för flera olika momsklasser kryssas momsklass ändringsbar i.
* Momsklass och momsklass ändringsbar fylls i på kostnadskontona och i vissa fall även balanskonton, exempelvis inventariekonton.
* Kontot för projektinköp ska ha en momsklass, oavsett om det är ett kostnadskonto eller ett balanskonto.
* Konto för automatiska periodiseringar ska tillåta momsklass och konteras med momsklass vid registrering.

{{ExpandImage|ACC-MVA-SV-Bild9.png}}
=== Behörighet ===

Ställ in behörighet till Momsrapport i System | Behörighet.

{{ExpandImage|ACC-MVA-SV-Bild10.png}}

=== Inställningar ===

Fyll i det 11-siffriga personnumret på avsändarens användare i System | Basregister | Användare. Det görs för säkerheten i insändningen.

{{ExpandImage|ACC-MVA-SV-Bild11.png}}

För att hantera temporära filer måste Katalog för exportfiler ställas in på den egna datorn. Det görs via användarikonen i nedre vänstra hörnet, fliken Ekonomi

{{ExpandImage|ACC-MVA-SV-Bild12.png}}
== Momsrapportering ==

* Gå till Ekonomi | Backoffice | Moms
* Klicka på Ny och fyll i Period från och Period till för att skapa en ny rapport
* Markera den nya rapporten och klicka på Öppna för att kontrollera den

{{ExpandImage|ACC-MVA-SV-Bild13.png}}

'''Kolumner'''

{|class=mandeflist
!Typ
|Typ 0 är summan från Marathon, 1-5 är egne korrigeringar
|-
!Typ (namn)
|Förklarar innehållet i Typ
|-
!Kod
|Rapporteringskod till myndighet från momsklasser och parametrar
|-
!Kod (namn)
|Förklarar Kod
|-
!Momsgrund
|Bokfört momsgrundande belopp
|-
!Beräknad moms
|Beräknad moms för kontroll mot Bokförd moms
|-
!Bokförd moms
|Utgående balans på konto kopplade till respektive momskod
|-
!Intern märkning
|Möjlighet att lägga till en märkning som inte tas med i xml-filen
|-
!Extern märkning
|Märkning som tas med i xml-filen till Skatteetaten. Används enbart vid behov då det blir en manuell hantering hos Skatteetaten.
|}

''' Knappar '''
{|class=mandeflist
!Öppna
|Öppna för att göra korrigeringar, tillägg eller radera rader
|-
!Ny
|Ger en ny rad för korrigeringar och tillägg:
# Intern korrigering - Mindre korrigering eller avrundning av bokfört belopp eller hantering av bokförda kundförlust tillsammans med 3 Kundförlust nedan
# Återföring - Korrigering/specifikation av ingående moms
# Kundförlust - Specifikation av kundförlust, måste göras mot momsklass 1
# Justering - Justering/specifikation för egen byggnad 10 år och over 400 TNOK
# Uttag - Specifikation för ägaruttag i material
|-
!Uppdatera
|Ifall något har skett i bokföringen kan knappen Uppdatera användas för att få med ändringen i rapporten
|-
!Skicka
|Skickar rapporten till Skatteetaten när den är kontrollerad, mer detaljer nedan
|-
!Extern vy
|Vyn visar alla delsummor precis på det sätt som de visas i XML-filen till Skatteetaten. Rader för interna korrigeringar summeras tillsammans med motsvarande moms-koder från Marathon, medan specifikationsraderna 2-5 visas som egna rader
|}

=== Avstämning ===
* Kontrollera att föregående periods ingående och utgående moms är ombokad korrekt.
* Momsgrund för utgående moms kan kontrolleras med hjälp av tex resultaträkning eller kontospecifikation på de sexställiga kontona som härleder om det exempelvis är momspliktigt 25%
* Momsklass visas i kontospecifikationen i Ekonomi | Rapporter.
* För ingående moms kan rapporten Avstämning ingående moms (Ekonomi | Rapporter) användas. Här väljs en momsklass och eventuell momsdifferens.
* Kod i momsrapporten syftar till den Rapporteringskod till myndighet som är ifyllt på momsklassen samt i Rapporteringskod myndighet i fliken Moms i Ekonomi | Backoffice | Basregister | Parametrar, fliken Bokföring.

=== Skicka rapporten ===
* Klicka på knappen Skicka. Då visas inloggning till Skatteetaten, välj inloggning med BankID
* Fyll i inloggningsuppgifter

{{ExpandImage|ACC-MVA-SV-Bild14.png}}

* Altinn autentiserar inloggningen och validerar därefter xml-filerna
* Titta i Status-kolumnen i rapportlistan. Normalt är statusen Skickad.
* Om Skatteetaten hittar avvikelser vid valideringen kommer statusen att vara Valideringsfel följt av ett felmeddelande i kommentarsfältet

=== Hämta bekräftelse ===
* Markera den inskickade rapporten i listan och klicka på knappen Hämta bekräftelse, då hämtas en uppdaterad status
* Ladda ned dokument med betalningsinformation från Altinn/Skatteetaten. Använd samma inloggningssätt som vid Skicka
* Med knappen Visa bekräftelse visas tidigare hämtade dokument

{{ExpandImage|ACC-MVA-SV-Bild15.png}}

=== Rättning av sändning som inte har blivit godkänd ===

Om status för momsrapporten har valideringsfel, måste felen antingen rättas i bokföringen eller via en intern korrigering inne i rapporten.

* Med knappen Skapa korrigering skapas en ny rapport med ett nytt Id med samma uppgifter som den tidigare.
* Öppna rapporten. Om korrigeringar i bokföringen har gjorts används knappen Uppdatera och de uppdaterade beloppen hämtas in.
* En intern korrigering kan även göras genom att öppna raden som ska korrigeras alternativt knappen Ny. Ta bort krysset Extern vy för att se alla detaljrader.
* Kryssa i Extern vy, kontrollera rapporten och skicka in på nytt.

== Ombokning av moms ==
* När momsrapportering är klar så konteras momsavräkning, och konton för ingående och utgående moms (2700 och 2710) konteras manuellt i en verifikation i nästa period. För momstermin 1 januari-februari så bokas momsen om i mars.
* Det gäller även Konto och Motkonto för fiktiv moms, tex som i exemplet 2784 och 2785 som är inställda på momsklass 5 Import av tjänster rapporteringskod till myndighet 86.

[[Category:Accounting]]
[[Category:ACC-MVA-SV]]
[[Category:Manuals]]

VAT Altinn Norway/en

2026-07-20T07:40:39Z

FuzzyBot: Updating to match new version of source page

<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>

== General ==
The Altinn VAT report under Accounting | Backoffice| VAT is used for reporting to the tax authorities and can be submitted directly as an XML file from Marathon
== Settings ==
Some settings must be configured in order to use the VAT declaration.
=== Parameter settings ===
* Open the accounting year in Accounting | Backoffice | Base registers | Parameters
* Tick the box for Automatic posting of VAT under the Var tab. This setting enables the VAT processing tailored to Norway.
* Fill in Reporting code for authorities according to the picture

{{ExpandImage|ACC-MVA-EN-Bild1.png}}

== VAT classes ==
* Register VAT classes for Input tax in Accounting | Backoffice | Base registers | VAT classes.
* Enter accounts, VAT rates and the Reporting code for authorities. This determines where the amounts appear in the Altinn VAT return.

''Code 1: MVA 25% reporting code to authorities 1''

{{ExpandImage|ACC-MVA-EN-Bild2.png}}

''Code 2: MVA 15% reporting code for authorities 11''

{{ExpandImage|ACC-MVA-EN-Bild3.png}}

''Code 3: MVA 12 % reporting code for authorities 13''

{{ExpandImage|ACC-MVA-EN-Bild4.png}}

''Code 4: MVA 0% (Norge) reporting code for authorities blank''

{{ExpandImage|ACC-MVA-EN-Bild5.png}}

=== Foreign ===

''Code 5: Import of services reporting code for authorities 86''
Reverse charge of VAT and account and contra account for fictitious VAT is also entered here

{{ExpandImage|ACC-MVA-EN-Bild6.png}}

''Code A: Import of goods calculated 25% reporting code for authorities 81''
Account and contra account for fictitious VAT is also entered here.

{{ExpandImage|ACC-MVA-EN-Bild7.png}}

''Code B: Import of goods calculated 12% reporting code for authorities 83''
''Code C: Import of goods calculated 0% reporting code for authorities 85''

''Setting on foreign suppliers''
For foreign suppliers, reverse charge is specified under Accounting | Backoffice | Base registers, on the Purchase ledger tab; open the supplier and go to the Other tab.

{{ExpandImage|ACC-MVA-EN-Bild8.png}}

=== Chart of accounts ===

* Link an account to a VAT class in the chart of accounts under Accounting | Backoffice | Base registers, on the General ledger tab. If an account can be used for several different VAT classes, tick the Allow change of VAT class box.
* VAT category and Allow change of VAT class are entered in the expense accounts and, in some cases, also in balance sheet accounts, such as fixed asset accounts.
* The account for project purchases must have a VAT class, regardless of whether it is an expense account or a balance sheet account.
* The account for periodical allocations must allow for a VAT class and must be posted with a VAT class upon entry.

{{ExpandImage|ACC-MVA-EN-Bild9.png}}
=== Authorisation ===

Set authorisation to VAT report in System | Authorisation-

{{ExpandImage|ACC-MVA-EN-Bild10.png}}

=== Settings ===

* Enter the 11-digit personal identity number of the sender’s user in System | Base registers | Users. This is done to ensure the security of the submission.

{{ExpandImage|ACC-MVA-EN-Bild11.png}}

* To manage temporary files, the Directory for file export must be set up on your own computer. This is done via the user icon in the bottom left, under the Accounting tab.

{{ExpandImage|ACC-MVA-EN-Bild12.png}}
== VAT reporting ==

* Go to Accounting | Backoffice | VAT
* Press New and enter Period From and Period To to create a new report
* Select the new report and press Open to check it

{{ExpandImage|ACC-MVA-EN-Bild13.png}}

'''Columns'''

{|class=mandeflist
!Type
|Type 0 is the total from Marathon, 1-5 are own corrections
|-
!Type (name)
|Explains the content in the Type column
|-
!Code
|Reporting code to authorities from VAT classes and parameters
|-
!Code (name)
|Explains the content in the Code column
|-
!VAT base
|Booked taxable amount
|-
!Calculated VAT
|Estimated VAT for reconciliation with booked VAT
|-
!Booked VAT
|Closing balance on account linked to a certain VAT code
|-
!Internal remark
|Possibility to add a remark that will not be included in the xml file
|-
!External remark
|A remark that will be sent in the xml file to Skatteetaten. Used only if necessary, since it leads to a manual process at Skatteetaten.
|}

''' Buttons '''
{|class=mandeflist
!Open
|Open to make corrections, additions or to delete rows
|-
!New
|Adds a new row for corrections and additions:
# Internal correction - Minor adjustments or rounding of the amount booked, or handling of booked, together with 3 Bad debts below
# Return - Correction/specification of input tax
# Bad debt - Specification of bad debt, must be done against VAT class 1
# Adjustment - Adjustment/specification for own building 10 years and over 400 KNOK
# Withdrawal - Specification for owner’s withdrawals in materials
|-
!Update
|If any changes have been made in the bookkeeping, the Update button can be used to include the change in the report
|-
!Send
|Sends the report to Skatteetaten when it has been checked, more details below
|-
!External view
|The view shows all subtotals exactly as they are shown in the xml file to Skatteetaten. Rows for internal corrections are summarised with the equivalent Vat code from Marathon, while the specification rows 2-5 are shown as separate rows.
|}

=== Reconciliation ===
* Check that the input and output VAT: s from the previous period have been rebooked correctly.
* VAT base for output VAT can be checked for example with help of profit/loss report or account statement, where the six-digit accounts indicate e.g. taxable 25%
* VAT class is shown in the account specification in Accounting | Reports.
* For input VAT, the report Reconciliation of input VAT (Accounting | Reports) can be used. Choose a VAT class and possible VAT discrepancy.
* The code in the VAT report points at the Reporting code to authorities that has been stared on the VAT class and Reporting code to authorities in the VAT tab in Accounting | Backoffice | Bas registers | Parameter, General ledger tab.

=== Send the report ===
* Press the Send button. A log in menu to Skatteetaten opens. Select to log in with BankID.
* Enter login information

{{ExpandImage|ACC-MVA-EN-Bild14.png}}

* Altinn authenticates the login and then validates the XML files
* Check the Status column in the report list. Normally, the status is Sent.
* If Skatteetaten finds deviations at the validation, the status will be Validation error followed by an error message in the comment field

=== Catch receipt ===
* Select the submitted report from the list and click the Catch receipt button; this will retrieve an updated status
* Download documents containing payment details from Altinn/Skatteetaten. Use the same login method as for Send
* With the Show receipt button you can see previously retrieved documents

{{ExpandImage|ACC-MVA-EN-Bild15.png}}

=== Correction of a submission that has not been approved ===

If the VAT report status shows validation errors, the errors must either be corrected in the accounts or via an internal adjustment within the report.

* Clicking the Create correction button creates a new report with a new ID, containing the same details as the previous one.
* Open the report. If corrections have been made to the accounts, click the Update button and the updated amounts will be retrieved.
* An internal correction can also be made by opening the row to be corrected or by clicking the New button. Untick the External view box to view all detail rows.
* Tick the External view box, check the report and resubmit it.

== Rebooking VAT ==
* Once the VAT report is ready, the VAT deduction is posted, and the accounts for input and output VAT (2700 and 2710) are posted manually in a voucher in the following period. For the VAT period 1 January–February, the VAT is re-posted in March
* This also applies to the Account and Contra Account for fictitious VAT, for example 2784 and 2785, which are set to VAT class 5 ‘Import of services’ and reporting code to the authorities 86.

[[Category:Accounting]]
[[Category:ACC-MVA-EN]]
[[Category:Manuals]]

VAT Altinn Norway

2026-07-16T12:33:24Z

TR: Marked this version for translation

<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>
<translate>

== General == 
The Altinn VAT report under Accounting | Backoffice| VAT is used for reporting to the tax authorities and can be submitted directly as an XML file from Marathon
== Settings ==
Some settings must be configured in order to use the VAT declaration.
=== Parameter settings ===
* Open the accounting year in Accounting | Backoffice | Base registers | Parameters
* Tick the box for Automatic posting of VAT under the Var tab. This setting enables the VAT processing tailored to Norway.
* Fill in Reporting code for authorities according to the picture


{{ExpandImage|ACC-MVA-EN-Bild1.png}}

== VAT classes == 
* Register VAT classes for Input tax in Accounting | Backoffice | Base registers | VAT classes.
* Enter accounts, VAT rates and the Reporting code for authorities. This determines where the amounts appear in the Altinn VAT return.


''Code 1: MVA 25% reporting code to authorities 1''


{{ExpandImage|ACC-MVA-EN-Bild2.png}}


''Code 2: MVA 15% reporting code for authorities 11''


{{ExpandImage|ACC-MVA-EN-Bild3.png}}


''Code 3: MVA 12 % reporting code for authorities 13''

{{ExpandImage|ACC-MVA-EN-Bild4.png}}

''Code 4: MVA 0% (Norge) reporting code for authorities blank''

{{ExpandImage|ACC-MVA-EN-Bild5.png}}

=== Foreign === 


''Code 5: Import of services reporting code for authorities 86''
Reverse charge of VAT and account and contra account for fictitious VAT is also entered here


{{ExpandImage|ACC-MVA-EN-Bild6.png}}

''Code A: Import of goods calculated 25% reporting code for authorities 81''
Account and contra account for fictitious VAT is also entered here.


{{ExpandImage|ACC-MVA-EN-Bild7.png}}


''Code B: Import of goods calculated 12% reporting code for authorities 83''
''Code C: Import of goods calculated 0% reporting code for authorities 85''


''Setting on foreign suppliers''
For foreign suppliers, reverse charge is specified under Accounting | Backoffice | Base registers, on the Purchase ledger tab; open the supplier and go to the Other tab.

{{ExpandImage|ACC-MVA-EN-Bild8.png}}

=== Chart of accounts === 


* Link an account to a VAT class in the chart of accounts under Accounting | Backoffice | Base registers, on the General ledger tab. If an account can be used for several different VAT classes, tick the Allow change of VAT class box.
* VAT category and Allow change of VAT class are entered in the expense accounts and, in some cases, also in balance sheet accounts, such as fixed asset accounts.
* The account for project purchases must have a VAT class, regardless of whether it is an expense account or a balance sheet account.
* The account for periodical allocations must allow for a VAT class and must be posted with a VAT class upon entry.

{{ExpandImage|ACC-MVA-EN-Bild9.png}}
=== Authorisation === 


Set authorisation to VAT report in System | Authorisation-

{{ExpandImage|ACC-MVA-EN-Bild10.png}}

=== Settings === 


* Enter the 11-digit personal identity number of the sender’s user in System | Base registers | Users. This is done to ensure the security of the submission.


{{ExpandImage|ACC-MVA-EN-Bild11.png}}

* To manage temporary files, the Directory for file export must be set up on your own computer. This is done via the user icon in the bottom left, under the Accounting tab.

{{ExpandImage|ACC-MVA-EN-Bild12.png}}
== VAT reporting == 


* Go to Accounting | Backoffice | VAT
* Press New and enter Period From and Period To to create a new report
* Select the new report and press Open to check it


{{ExpandImage|ACC-MVA-EN-Bild13.png}}

'''Columns'''


{|class=mandeflist
!Type
|Type 0 is the total from Marathon, 1-5 are own corrections
|-
!Type (name)
|Explains the content in the Type column
|-
!Code
|Reporting code to authorities from VAT classes and parameters
|-
!Code (name)
|Explains the content in the Code column
|-
!VAT base
|Booked taxable amount
|-
!Calculated VAT
|Estimated VAT for reconciliation with booked VAT
|-
!Booked VAT
|Closing balance on account linked to a certain VAT code
|-
!Internal remark
|Possibility to add a remark that will not be included in the xml file
|-
!External remark
|A remark that will be sent in the xml file to Skatteetaten. Used only if necessary, since it leads to a manual process at Skatteetaten.
|}


''' Buttons '''
{|class=mandeflist
!Open
|Open to make corrections, additions or to delete rows
|-
!New
|Adds a new row for corrections and additions:
# Internal correction - Minor adjustments or rounding of the amount booked, or handling of booked, together with 3 Bad debts below
# Return - Correction/specification of input tax
# Bad debt - Specification of bad debt, must be done against VAT class 1
# Adjustment - Adjustment/specification for own building 10 years and over 400 KNOK
# Withdrawal - Specification for owner’s withdrawals in materials
|-
!Update
|If any changes have been made in the bookkeeping, the Update button can be used to include the change in the report
|-
!Send
|Sends the report to Skatteetaten when it has been checked, more details below
|-
!External view
|The view shows all subtotals exactly as they are shown in the xml file to Skatteetaten. Rows for internal corrections are summarised with the equivalent Vat code from Marathon, while the specification rows 2-5 are shown as separate rows.
|}

=== Reconciliation === 
* Check that the input and output VAT: s from the previous period have been rebooked correctly.
* VAT base for output VAT can be checked for example with help of profit/loss report or account statement, where the six-digit accounts indicate e.g. taxable 25%
* VAT class is shown in the account specification in Accounting | Reports.
* For input VAT, the report Reconciliation of input VAT (Accounting | Reports) can be used. Choose a VAT class and possible VAT discrepancy.
* The code in the VAT report points at the Reporting code to authorities that has been stared on the VAT class and Reporting code to authorities in the VAT tab in Accounting | Backoffice | Bas registers | Parameter, General ledger tab.

=== Send the report === 
* Press the Send button. A log in menu to Skatteetaten opens. Select to log in with BankID.
* Enter login information


{{ExpandImage|ACC-MVA-EN-Bild14.png}}

* Altinn authenticates the login and then validates the XML files
* Check the Status column in the report list. Normally, the status is Sent.
* If Skatteetaten finds deviations at the validation, the status will be Validation error followed by an error message in the comment field

=== Catch receipt === 
* Select the submitted report from the list and click the Catch receipt button; this will retrieve an updated status
* Download documents containing payment details from Altinn/Skatteetaten. Use the same login method as for Send
* With the Show receipt button you can see previously retrieved documents

{{ExpandImage|ACC-MVA-EN-Bild15.png}}

=== Correction of a submission that has not been approved === 


If the VAT report status shows validation errors, the errors must either be corrected in the accounts or via an internal adjustment within the report.


* Clicking the Create correction button creates a new report with a new ID, containing the same details as the previous one.
* Open the report. If corrections have been made to the accounts, click the Update button and the updated amounts will be retrieved.
* An internal correction can also be made by opening the row to be corrected or by clicking the New button. Untick the External view box to view all detail rows.
* Tick the External view box, check the report and resubmit it.

== Rebooking VAT == 
* Once the VAT report is ready, the VAT deduction is posted, and the accounts for input and output VAT (2700 and 2710) are posted manually in a voucher in the following period. For the VAT period 1 January–February, the VAT is re-posted in March
* This also applies to the Account and Contra Account for fictitious VAT, for example 2784 and 2785, which are set to VAT class 5 ‘Import of services’ and reporting code to the authorities 86.


[[Category:Accounting]]
[[Category:ACC-MVA-EN]]
[[Category:Manuals]]

</translate>

Expense reports

2026-07-02T09:21:06Z

TR: Marked this version for translation

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== Preparations == 
=== Parameters ===
The parameters for Expenses are set in Accounting | Backoffice | Base registers, General ledger tab.


{|class=mandeflist
!Liabilities acc for expense reporting
|Enter account. If the payment is to be sent via Marathon, the account must be assigned to the Purchase ledger and be linked to a Cost object. This is done in Accounting | Backoffice | Base registers, under the General ledger tab.
|-
!Liabilities account for corporate card
|Enter account.
(See chapter below, about expenses with corporate card).
|-
!VAT mandatory in entries of expenses
|Whether the employee should be able to fill in the VAT amount when registering expenses.
|-
!State purchase code in expense reporting
|If the employee is to be able to enter a purchase code for registering project purchases.
|-
!Fetch cc from employee group
|If the liabilities account for expenses requires a cost centre, it should be retrieved from the group specified on the employee.
|-
!Approval by immediate superior
|Whether or not the immediate manager should approve the expenses.
|-
!Expenses directly to approval
||Whether the expense should go directly to the immediate manager for approval or whether it should first be approved by the finance department in Accounting | Expenses, Expense watch list tab. If the parameter is checked and the immediate manager is filled in under System | Base registers | Users, Other tab, the expense will be visible for approval by the immediate manager in Accounting | Approval, otherwise Ready for Approval must be checked for the expense.
|-
!Book only finally approved expenses
|Whether only finally approved invoices should be able to be booked or not.
|}

=== Authorisation === 
Authorisation for expenses is set up in System | Authorisation under the headings: Accounting| Expenses.


{{ExpandImage|ACC-EXP-EN-Bild1.png}}

== Expense types == 
Different expense types make it easier for employees to create expense reports. The expense types are displayed in a drop-down menu when an expense report is created. The expense types also simplify accounting. The expense types are set up in Accounting | Backoffice | Base registers, General ledger tab


{{ExpandImage|ACC-EXP-EN-Bild2.png}}


{|class=mandeflist
!Instruction
|If text is entered in the Instructions (Text) and Instructions (Quant) fields, these fields will become mandatory when registering expenses.
|-
!Special liabilities account
|If another account than the one stated in the parameters shall be used.
|-
!Contra account for project purchases
|A setting that is rarely used. An account for offsetting (credit) when an expense is recorded on a project can be specified. (Account for purchases on projects that is set in the Parameters in Accounting | Backoffice | Base registers, the Purchase ledger tab).
|-
!VAT rate project
|If VAT classes for input VAT are used, a VAT class other than the one set on the project purchase account can be specified here.
|-
!Project
|If projects must be specified when registering expenses.
|-
!Purchase code
|Purchase code to be used if the expense is booked on an external project.
|-
!Use VAT rate
|The table contains a template for how the expenses should be booked. In the simplest cases, it specifies which account should be proposed when an expense report is booked. It is also possible to combine fixed prices, unit prices and percentages of the total against different accounts, which can facilitate accounting.
|}

=== Project purchases === 
If a project is specified in the expense report, the expense is booked as a project purchase regardless of the expense type selected.
Project purchases are posted to the Account for project purchases set in the parameters in Accounting | Backoffice | Base registers, the Purchase ledger tab.

=== Representation === 
When booking expensed from representation, the posting of VAT has to be made manually.
==== Example Internal Representation ====

{{ExpandImage|ACC-EXP-EN-Bild3.png}}

==== Example Wellness benefit==== 

{{ExpandImage|ACC-EXP-EN-Bild4.png}}

== Reimbursement of expenses == 
The payment to the employee is done in the same way as a payment is made to a supplier. Bank account without notification is the payment method most suitable for reimbursement.

=== Settings on Supplier === 
If the reimbursement of expenses is to be made via Marathon, the employee must be set up as a supplier in Accounting | Backoffice | Base registers, under the Supplier Ledger tab.
The following fields must be filled:


{|class=mandeflist
!ID
|The supplier shall have the same code as the employee’s user and employee.
|-
!Name
|(General tab).
|-
!Payment method
|(Payment tab). Use Bank account without notification.
|-
!Payee account
|(Foreign payment tab). The complete bank account, numbers only.
|-
!Trade creditors accoun
|(Other tab). The liability account for the expense report.
|-
!Cost object
|(Other tab). Enter cost object.
|}

== Expenses with corporate card == 
If an expense is marked as a corporate card, the normal balance sheet account must be replaced with the account that is set for corporate card in the parameters in Accounting | Backoffice | Base registers, General ledger tab.

{{ExpandImage|ACC-EXP-EN-Bild5.png}}

=== Parameters === 
Enter a balance sheet account in the Liabilities account for corporate card field in the parameters in Accounting | Backoffice | Base registers, General ledger tab.
The account should not be assigned to any subsystem and should have a mandatory or optional link to cost objects.
=== Users ===
Check the box Holder of corporate card in System | Base registers | Users, Expenses tab.


{{ExpandImage|ACC-EXP-EN-Bild6.png}}

When checked, a new column Corporate card will be displayed to the user when making an expense report.


{|class=mandeflist
!Corporate card default
|Depending on how frequently the user makes purchases on their corporate card, a suggestion may be made as to how the field in the expense report should be filled in. The suggestion can be changed when the user makes the expense report.
|}
In order for users who hold corporate cards to submit their expense reports, the rows must be marked with Yes or No in the Corporate Card column.

== Create an expense report == 
An expense report can be created in both Marathon Office and Marathon Pocket. Below is a description of how to do this in both places.

=== Marathon Office === 
Start the program in Accounting | Expenses and use the NEW button to create a new expense report.
Fill in the report line by line and use the expense types to obtain information about what details should be entered in the columns.


{{ExpandImage|ACC-EXP-EN-Bild7.png}}


{|class=mandeflist
!Ref
|If a receipt has a reference number, it can be entered here.
|-
!Type
|Select expense type.
|-
!Date
|The purchase price on the receipt.
|-
!Text
|Fill in information according to instructions or write a general text that describes the expense.
|-
!Currency
|The company’s base currency is used by default. Cn be changed to another currency.
|-
!Amount
|The total amount of the purchase in original currency.
|-
!Rate
|The rate is taken from Marathon's course register. May be changed to a more relevant rate.
|-
!Quantity
|Fill in quantity.
|-
!Amount XXX
|Total amount in the company’s base currency.
|-
!VAT XXX
|Total Vat in the company’s base currency.
|-
!Project
|Enter project if the expense concerns a project.
|-
!Purchase code
|If project purchase, enter purchase code.
|-
!Images
|Insert images relevant to the expense using the list button.
|-
!Corporate card
|If the user has a corporate card, this column is displayed. Here, it is specified whether the expense was made with the card or not.
|}

=== Marathon Pocket === 
Log in to Marathon Pocket and open the Expenses module.


{{ExpandImage|ACC-EXP-EN-Bild8.png}}

To create a new expense, use the + New expense report button and enter the heading for the expense report. When the heading is saved, the expense will automatically be marked as Not ready.

{{ExpandImage|ACC-EXP-EN-Bild9.png}}

The contents of the expense report can be registered using the + New receipt button. Each new receipt represents a row in the expense report.
You can move between columns by scrolling in the column header or using the arrow at the bottom right.


{{ExpandImage|ACC-EXP-EN-Bild12.png}}
{|class=mandeflist
!Date
|The date will be set to today's date by default. If the purchase date is different from today's date, it can be changed here.
|-
!Attachment
|Use the Add Image button to import images or open your mobile camera and take a photo of the physical receipt.
|-
!Type
|Select expence type.
|-
!Corporate card
|If the user has a corporate card, this column is displayed. Here, it is specified whether the expense was made with the card or not.
|-
!Quantity
|Fill in quantity
|-
!Amount XXX
|Total amount in the company’s base currency.
|-
!VAT XXX
|Total amount in the company’s base currency.
|-
!Project
|If the expense relates to project purchases, specify the project
|-
!Purchase
|If the expense relates to project purchases, specify the purchase code
|-
!Text
|Fill in information according to instructions or write a general text that describes the expense.
|}

When the expense is ready for approval, the status can be changed from Not ready to Submitted by clicking on the Submitted heading.


{{ExpandImage|ACC-EXP-EN-Bild13.png}}

== Approval of expenses == 
An expense can be approved in both Marathon Office and Marathon Pocket. Below is a description of how this is done in both places.
=== Marathon Office ===
In Accounting | Expenses, the Expense watch list tab shows all expenses, their status, and the person who approved them.
To approve an expense, select the expense and click the Approve button.


{{ExpandImage|ACC-EXP-EN-Bild14.png}}


In the expense report you can see earlier approvals and how the expense has been reported. You can also change the approval: if it is going to be finally approved, pre-approves or if the approver should be someone else.
The options concerning approval can be set as default, depending on user settings in System | Base registers | Users, Approval tab.


{{ExpandImage|ACC-EXP-EN-Bild15.png}}


{|class=mandeflist
!Printout
|Print out the expense report
|-
!Show
|Shows the registered attachment.
|-
!New approver
|Add an employee as approver.
|-
!Remove approver
|If the specified person not shall be the approver, you can remove them.
|}

=== Marathon Pocket === 
Log in to Marathon Pocket and open the Approval module. Select the invoice to approve and press the button Approve invoice.

{{ExpandImage|ACC-EXP-EN-Bild16.png}}


In the approval view you can choose between final approval and pre-approval, and change to another approver.
Here you can also select amount to approve.


{{ExpandImage|ACC-EXP-EN-Bild18.png}}

== Book an expense == 
When an expense report is approved and you want to book it, select it in the list and use the Book button.
Enter accounting date and press OK.


{{ExpandImage|ACC-EXP-EN-Bild19.png}}

The expense report will be automatically posted based on the accounts that has been set for the different expense types.
When the posting is saved, a voucher is created and will be included in payments of suppliers’ invoices.


{{ExpandImage|ACC-EXP-EN-Bild20.png}}


[[Category:Accounting]]
[[Category:ACC-EXP-EN]]
[[Category:Manuals]]

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Manual invoice/sv

2026-06-29T13:26:01Z

TR:

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==Manuell faktura==
Manuella fakturor skapade utanför Marathon registreras in i Ekonomi | Kundfakturor, fliken Manuella fakturor. De finns därmed i kundreskontran och bokföringen.

===Faktura===

I fliken Faktura registreras alla fakturauppgifter såsom kund, fakturanummer, fakturabelopp, faktura- och förfallodatum samt bokföringsdatum. Manuella fakturor får prefixet KF (kundfaktura).

{{ExpandImage|ACC-MIN-SV-Bild1.png}}

=== Kontering ===
Fakturabelopp konteras automatiskt från beloppen som registrerats i fliken Faktura. Utgående moms och intäktskontering görs här. Intäkt konteras på ett sexställigt konto med kontoändelse 01 för inhemsk moms, 02 för momsfritt inom landet, 03 momsfritt utanför EU, 04 momsfritt inom EU. Det görs för att fångas upp korrekt i Marathons momsrapport.

{{ExpandImage|ACC-MIN-SV-Bild2.png}}

Manual invoice/en

2026-06-29T13:25:06Z

TR:

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== Manual invoice ==
Manual invoices made outside Marathon are registered in Accounting | Client invoicing, Manual invoices tab. Hence, they are in the sales ledger and bookkeeping.

=== Invoice ===
The Invoice tab is used to record all invoice details, such as the client, invoice number, invoice amount, invoice and due dates, and the booking date. Manual invoices are prefixed with KF (client invoice).

{{ExpandImage|ACC-MIN-EN-Bild1.png}}

=== Posting ===
The invoice amount is automatically posted from the amounts registered in the Invoice tab. Output VAT and revenue posting are carried out here. Revenue is posted to a six-digit account ending in 01 for domestic VAT, 02 for VAT-exempt within the country, 03 for VAT-exempt outside the EU, and 04 for VAT-exempt within the EU. This is done to ensure it is correctly captured in Marathon’s VAT report.

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Manual invoice

2026-06-29T12:22:58Z

TR: Marked this version for translation

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<translate>
== Manual invoice== 
Manual invoices made outside Marathon are registered in Accounting | Client invoicing, Manual invoices tab. Hence, they are in the sales ledger and bookkeeping.
===Invoice===
The Invoice tab is used to record all invoice details, such as the client, invoice number, invoice amount, invoice and due dates, and the booking date. Manual invoices are prefixed with KF (client invoice).


{{ExpandImage|ACC-MIN-EN-Bild1.png}}

=== Posting === 
The invoice amount is automatically posted from the amounts registered in the Invoice tab. Output VAT and revenue posting are carried out here. Revenue is posted to a six-digit account ending in 01 for domestic VAT, 02 for VAT-exempt within the country, 03 for VAT-exempt outside the EU, and 04 for VAT-exempt within the EU. This is done to ensure it is correctly captured in Marathon’s VAT report.


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</translate>

Approval of vouchers/sv

2026-06-29T09:16:43Z

TR:

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== Översikt över attestering av verifikationer ==
Manuellt registrerade verifikationer (i Ekonomi | Verifikationer) på konton som har Attest=Ja initierar ett attesteringsflöde för verifikationer. Det är inte möjligt att:
* ha attest = Ja på ett integrerat konto eller
* skapa en verifikation med ett konto som har attest=Ja och ett annat konto som har en integration.

När verifikationen som kräver attest sparas bokförs den inte direkt. I stället skapas en preliminär kontering utan verifikationsnummer (märkt med *Preliminär i verifikationslistan)
När en verifikation som kräver attest sparas görs samma kontroll av konton, kostnadsställen, etc. som idag.
Verifikationen valideras en gång till efter att den blivit bokförd för att säkerställa att inget ändrats sedan den preliminära konteringen skapades.
Att öppna en parkerad verifikation görs på samma sätt som man öppnar en bokförd verifikation. Attestörer kan ändras/justeras tills verifikationen blir bokförd.
Användare med behörighet kan attestera verifikationer.
När den sista attesteringen är gjord bokförs verifikationen automatiskt. Det behöver inte bokföras manuellt.

== Förberedelser ==

{{ExpandImage|ACC-AOV-SV-Bild1.png}}

Ekonomi | Backoffice | Basregister, flik Bokföring, Parametrar
Från belopp och antal attester registreras här.
I exemplet ovan kräver systemet en (1) attestör för konteringar mellan 1000- 99999 och två (2) attestörer för konteringar från 100 000 och högre belopp.

För att aktivera attesteringsflödet ska åtminstone första raden i tabellen vara ifylld. Minimum är 1 och 1.

{{ExpandImage|ACC-AOV-SV-Bild2.png}}

Det finns även en parameter som kan användas för att inte behöva utse attestörer. Alla användare som är behöriga att attestera verifikationer kan nu göra det utan att ha blivit utsedd som attestör på verifikationen.

{{ExpandImage|ACC-AOV-SV-Bild3.png}}

Ekonomi | Backoffice | Basregister, flik Bokföring, Konton
Kryssruta på konto. Bestämmer om kontering på kontot kräver attest.

{{ExpandImage|ACC-AOV-SV-Bild4.png}}

System | Behörighet
Behörighet för attest: Ekonomi/Verifikationer/Attest

{{ExpandImage|ACC-AOV-SV-Bild5.png}}

== Attesteringsflöde ==
Vid skapande av ny verifikation finns ett nytt fält "Attestörer" där man kan ange attestörerna.
Varje attestör får en notis som påminner dem om att de har verifikationer att attestera.
Vid behov kan den som skapade verifikationen öppna den och ändra attestörer och bokföringsdag.
Vid sparning av verifikationen visas ett meddelande med antal valda attestörer.

{{ExpandImage|ACC-AOV-SV-Bild6.png}}

Attestörer validerar och attesterar/avvisar verifikationen med knappen Attest. En dialogruta öppnas för attesteringen.
Vid sparning stängs verifikationen. När den sista attesteringen är gjord bokförs den och man får ett meddelande med verifikationsnumret.
Det är möjligt att ändra sin attestering genom att öppna verifikationen och göra om processen. Då sätts också ett nytt försök igång till att bokföra verifikationen (om kontrollerna är OK)

{{ExpandImage|ACC-AOV-SV-Bild7.png}}

"Preliminära" verifikationer har till skillnad från bokförda inget verifikationsnummer. De visas istället som *Preliminära* för att indikera att de inte ännu är bokförda.
Två nya kolumner visar atteststatus och kvarvarande attestörer.
Attestkolumnen visar atteststatus, attestörens användarkod och datum för attesteringen.
En ny knapp "Radera" kan användas för att ta bort preliminära verifikationer (för att rensa bort felaktiga verifikationer som inte ska bokföras)

{{ExpandImage|ACC-AOV-SV-Bild8.png}}

Korrigeringar på en verifikation som kräver attest kan bara göras med ett nytt verifikationsnummer.
Det betyder att när man gör en korrigering på en verifikation, blir nedan kryssruta ibockad och kan inte bockas ur.
Attest är möjlig på en verifikation som är integrerad med (I) Inköp, (K) KUN, (L) LEV, (J) INV och (P) Periodiseringar.

{{ExpandImage|ACC-AOV-SV-Bild9.png}}

Om den inloggade Användaren har verifikationer att attestera, visas en röd bricka med antal i den vänstra menyn. Detta visas bara om den tidigare nämnda parametern Utse attestörer är aktiverad.

[[Category: Accounting]]
[[Category: ACC-AOV-SV]]
[[Category: Manuals]]

Approval of vouchers/en

2026-06-29T09:08:41Z

FuzzyBot: Updating to match new version of source page

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== General ==
Manually registered vouchers (in Accounting | Vouchers) on accounts that are set with approval requirement, initiate an approval workflow for vouchers. It is not possible to:
* have approval requirement on assigned accounts or
* create a voucher with one account with approval requirement and another account with an assignment.

When a voucher with approval requirement is saved, it will not be booked directly. Instead, a preliminary voucher is created, without voucher number (marked with *Preliminary in the voucher list)
When a voucher with approval requirement is saved, the same checks are carried out as today, i.e. accounts, cost centres, etc.
The voucher is validated once more after it has been posted to ensure that nothing has changed since the provisional entry was created.
Opening a parked voucher is done in the same way as opening a booked voucher. Approvers can be changed or adjusted until the voucher is booked.
Users with the appropriate authorisation can approve vouchers.
Once the final approval has been given, the voucher is booked automatically. It does not need to be booked manually.

== Preparations ==

{{ExpandImage|ACC-AOV-EN-Bild1.jpg}}

Accounting | Backoffice | Base registers, tab General ledger, Parameters
From amount and number of approvals are registered here.
In the example above, the system requires one (1) approver for postings between 1,000 and 99,999, and two (2) approvers for postings of 100,000 or more.

To activate the approval workflow, at least the first row of the table must be completed. The minimum values are 1 and 1.

{{ExpandImage|ACC-AOV-EN-Bild2.jpg}}

There is also a parameter that can be used for not having to choose approvers. Then all users authorised to approve vouchers can do it without being appointed as approver on the voucher.

{{ExpandImage|ACC-AOV-EN-Bild3.jpg}}

Accounting | Backoffice | Base registers, tab General ledger, Accounts
Check box on account. Determines if posting on the account requires approval.

{{ExpandImage|ACC-AOV-EN-Bild4.jpg}}

System | Authorisation
Authorisation for approval: Accounting/Vouchers/Approval

{{ExpandImage|ACC-AOV-EN-Bild5.jpg}}

== Approval workflow ==
When creating a new voucher, there is a new field called Approvers where you can enter the approvers.
Each approver gets a notification reminding them about vouchers to approve.
If necessary, the person who created the voucher can open it and change the approvers and the booking date.
When saving the voucher, a message appears showing the number of approvers selected.

{{ExpandImage|ACC-AOV-EN-Bild6.jpg}}

Approvers validate and approve or reject the voucher using the Approve button. A dialogue box opens for the approval process.
When you save, the voucher is closed. Once the final approval has been given, it is booked and you receive a message containing the voucher number.
It is possible to change your approval by opening the voucher and repeating the process. This will also trigger a new attempt to book the voucher (provided the checks are OK).

{{ExpandImage|ACC-AOV-EN-Bild7.jpg}}

Unlike posted vouchers, preliminary vouchers do not have a reference number. Instead, they are displayed as *Preliminary to indicate that they have not yet been booked.
Two columns show the approval status and remaining approvers.
The Approval column shows the approval status, the approver’s user code and the date of approval.
The Delete button can be used to remove preliminary vouchers (to clear out incorrect vouchers that are not to be booked).

{{ExpandImage|ACC-AOV-EN-Bild8.jpg}}

Corrections to a voucher that requires authorisation can only be made using a new voucher number.
This means that when a correction is made to a voucher, the tick box below is ticked and cannot be unticked.
Approval is possible for a voucher that is assigned to (I) Purchases, (K) S/L, (L) P/L (J) INV and (P) Periodical allocations.

{{ExpandImage|ACC-AOV-EN-Bild9.jpg}}

If the logged-in user has authorisation to approve, a red badge showing the number of vouchers appears in the left-hand menu. This is only displayed if the Appoint approvers parameter is active.

[[Category: Accounting]]
[[Category: ACC-AOV-EN]]
[[Category: Manuals]]

Approval of vouchers

2026-06-29T08:44:16Z

TR:

<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>

<translate>
== General == 
Manually registered vouchers (in Accounting | Vouchers) on accounts that are set with approval requirement, initiate an approval workflow for vouchers. It is not possible to:
* have approval requirement on assigned accounts or
* create a voucher with one account with approval requirement and another account with an assignment.


When a voucher with approval requirement is saved, it will not be booked directly. Instead, a preliminary voucher is created, without voucher number (marked with *Preliminary in the voucher list)
When a voucher with approval requirement is saved, the same checks are carried out as today, i.e. accounts, cost centres, etc.
The voucher is validated once more after it has been posted to ensure that nothing has changed since the provisional entry was created.
Opening a parked voucher is done in the same way as opening a booked voucher. Approvers can be changed or adjusted until the voucher is booked.
Users with the appropriate authorisation can approve vouchers.
Once the final approval has been given, the voucher is booked automatically. It does not need to be booked manually.

== Preparations == 


{{ExpandImage|ACC-AOV-EN-Bild1.jpg}}


Accounting | Backoffice | Base registers, tab General ledger, Parameters
From amount and number of approvals are registered here.
In the example above, the system requires one (1) approver for postings between 1,000 and 99,999, and two (2) approvers for postings of 100,000 or more.


To activate the approval workflow, at least the first row of the table must be completed. The minimum values are 1 and 1.


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There is also a parameter that can be used for not having to choose approvers. Then all users authorised to approve vouchers can do it without being appointed as approver on the voucher.


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Accounting | Backoffice | Base registers, tab General ledger, Accounts
Check box on account. Determines if posting on the account requires approval.


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System | Authorisation
Authorisation for approval: Accounting/Vouchers/Approval


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== Approval workflow == 
When creating a new voucher, there is a new field called Approvers where you can enter the approvers.
Each approver gets a notification reminding them about vouchers to approve.
If necessary, the person who created the voucher can open it and change the approvers and the booking date.
When saving the voucher, a message appears showing the number of approvers selected.


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Approvers validate and approve or reject the voucher using the Approve button. A dialogue box opens for the approval process.
When you save, the voucher is closed. Once the final approval has been given, it is booked and you receive a message containing the voucher number.
It is possible to change your approval by opening the voucher and repeating the process. This will also trigger a new attempt to book the voucher (provided the checks are OK).


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Unlike posted vouchers, preliminary vouchers do not have a reference number. Instead, they are displayed as *Preliminary to indicate that they have not yet been booked.
Two columns show the approval status and remaining approvers.
The Approval column shows the approval status, the approver’s user code and the date of approval.
The Delete button can be used to remove preliminary vouchers (to clear out incorrect vouchers that are not to be booked).


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Corrections to a voucher that requires authorisation can only be made using a new voucher number.
This means that when a correction is made to a voucher, the tick box below is ticked and cannot be unticked.
Approval is possible for a voucher that is assigned to (I) Purchases, (K) S/L, (L) P/L (J) INV and (P) Periodical allocations.


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If the logged-in user has authorisation to approve, a red badge showing the number of vouchers appears in the left-hand menu. This is only displayed if the Appoint approvers parameter is active.


[[Category: Accounting]]
[[Category: ACC-AOV-EN]]
[[Category: Manuals]]

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