Categories

Overview

When adding a receipt to Skovik, Skovik will categorize the receipt into one of several pre-determined expense categories. The list of expense categories must be set up correctly for the bookkeeping to be correct and the user experience to be intuitive. The list of categories can be edited by the Skovik support or an employee with the Admin or Finance role. Each category will be assigned a bookkeeping account and a payroll code if necessary.

Add categories

1. Go to Settings

2. Choose a branch and click Categories

3. Click Create category and fill in the relevant fields

Definition	Description
Name	Name of the expense category in Skovik
Rule key	Used by Skovik support when writing rules. You can always use the Skovik suggested rule key
Account	G/L account
Payroll code	Payroll code in your payroll software. Not mandatory to add
Instruction	The instruction will be displayed in the expense form to aid the employee
Attendees	Mark this checkbox to allow employees to add attendees
Purpose	Mark this checkbox to make purpose mandatory

Edit categories

You will find an edit button on each category, which you can use if you need to do the following:

• Add a payroll code

• Make it mandatory to fill out attendees or purpose

• Edit the name, account or payroll code

If the implementation team has set up your account at Skovik, some categories might have settings in the background that will stop working if the accounts or payroll codes are changed. If you need clarification, you can always contact the support team.