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en:mydirecto [2026/09/02 11:25] – [Settings] 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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 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.+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.1788337532.txt.gz · Last modified: 2026/09/02 11:25 by vilja

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