# 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

<table><thead><tr><th width="202">Definition</th><th>Description</th></tr></thead><tbody><tr><td>Name</td><td>Name of the expense category in Skovik</td></tr><tr><td>Rule key</td><td>Used by Skovik support when writing rules. You can always use the Skovik suggested rule key</td></tr><tr><td>Account</td><td>G/L account</td></tr><tr><td>Payroll code</td><td>Payroll code in your payroll software. Not mandatory to add</td></tr><tr><td>Instruction</td><td>The instruction will be displayed in the expense form to aid the employee</td></tr><tr><td>Attendees</td><td>Mark this checkbox to allow employees to add attendees</td></tr><tr><td>Purpose</td><td>Mark this checkbox to make purpose mandatory</td></tr></tbody></table>

## 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

{% hint style="warning" %}
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.
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.skovik.com/for-finance-and-hr/categories.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.