How to start using CostPocket with Netvisor

CostPocket integration with Netvisor allows you to easily import purchase invoices and update suppliers in the company register in Netvisor straight from the CostPocket app.

Before you begin

Set up an account with CostPocket and register your company following these tutorials:

Registration
Add a company

Once registered, you need to enable the integrations both from CostPocket and from Netvisor side.

CostPocket side

1. Go to CostPocket Settings -> Accounting software integrations -> Visma Netvisor.  Add the required information in the fields.

Find the Business ID in Netvisor -> click on your Company name -> Company basic data and settings -> Basic data.

Add the User ID and Key. Go to Netvisor -> click on your company name -> API and identifiers -> create a new API Identifier -> copy the User ID and Key into the settings in CostPocket.

2. Click on Activate to activate the integration from CostPocket side. 

3. In Netvisor -> go to Settings -> E-invoice settings.

Scroll down the page and press the Activate button for CostPocket.

Documents can be sent to Netvisor one-by-one (invoices and receipts) or as reports (expense reports or travel reports). Learn more about creating and submitting documents and reports in our tutorials here:

Single expense submission
Submitting mileage, travel, and expense reports
Submit documents by email