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 employees to receive relevant suggestions from Skovik. 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. 1.
    Go to Settings.
  2. 2.
    Choose a branch and click Categories.
  3. 3.
    Click Create category.
  4. 4.
    Fill in the name, account, and a suggestion label if applicable.

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.

Suggestion labels

Pairing your categories with suggestion labels is recommended to provide automatic suggestions from the system. This also teaches the AI to make better suggestions in the future. To set up suggestion labels, go to advanced on the category page.
You may add more than one label to each category if more than one label applies. You want to avoid adding the same label to more categories than necessary.
For some countries, you may see two different kinds of labels in different colors. The blue labels help the system to calculate amounts on specific categories. If you are trying to decide whether to add it, we recommend contacting the support team.