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en:mydirecto [2026/09/02 11:18] – viljaen:mydirecto [2026/09/03 11:04] (current) – [3. List of submitted documents] vilja
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 ===== General description ===== ===== General description =====
 MyDirecto lets an employee **photograph** an expense document (receipt, invoice) with a mobile phone or **upload it from the gallery** (including screenshots, e.g. of e-receipts), add the necessary selections and a comment, and submit the document directly to Directo. MyDirecto can be used both on mobile and in a browser. Submitted documents are shown in the MyDirecto list "Uploaded documents", which mirrors Directo's **Document transport** register. MyDirecto lets an employee **photograph** an expense document (receipt, invoice) with a mobile phone or **upload it from the gallery** (including screenshots, e.g. of e-receipts), add the necessary selections and a comment, and submit the document directly to Directo. MyDirecto can be used both on mobile and in a browser. Submitted documents are shown in the MyDirecto list "Uploaded documents", which mirrors Directo's **Document transport** register.
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 +:?: This solution can only be used if the company has the **new employee card** in use.
  
 In Directo, each submitted image creates an entry in the Document transport register, where an e-invoice is generated from the document image and an **Expense** or **Purchase invoice** can be created from the entry. In Directo, each submitted image creates an entry in the Document transport register, where an e-invoice is generated from the document image and an **Expense** or **Purchase invoice** can be created from the entry.
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 ===== Settings ===== ===== Settings =====
 To submit receipts, the system must have **expense types** and **payment terms** configured that are allowed for use in MyDirecto, and these must be added to the employee on the employee card. To submit receipts, the system must have **expense types** and **payment terms** configured that are allowed for use in MyDirecto, and these must be added to the employee on the employee card.
 +
 +If the settings are missing, the Expense Documents section is visible on the MyDirecto home page, but opening it displays an empty window with the message **"Not configured!"**. In this case, please contact your direct manager - they can add the necessary settings if the company has decided to start using the expense receipt photography functionality.
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 +{{:et:vilja20260902-113229.png}}
 +{{:et:vilja20260902-113248.png}}
 ==== Payment term ==== ==== Payment term ====
 **Payment term type** **Payment term type**
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 {{:et:vilja20260716-110142.png?400}} {{:et:vilja20260716-110142.png?400}}
  
 +:!: **"Error uploading" – what to do?** If a document shows "Upload error", open the document via the edit (pencil) button, delete the current image, and take a new photo of the receipt.
 ==== 4. Editing, deleting, retention ==== ==== 4. Editing, deleting, retention ====
 :!: A receipt can be edited or deleted in MyDirecto as long as no follow-up document (an Expense or Purchase invoice) has been created from the entry in Document transport. :!: A receipt can be edited or deleted in MyDirecto as long as no follow-up document (an Expense or Purchase invoice) has been created from the entry in Document transport.
en/mydirecto.1788337122.txt.gz · Last modified: 2026/09/02 11:18 by vilja
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