Categories
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.
- 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 |
Suggestion labels | Tick the relevant labels to increase the efficiency of the Skovik classification of receipts |
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.
Pairing your categories with suggestion labels is recommended to provide automatic suggestions from the system. This process 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.
You may see two different kinds of labels in different colors in some countries. The blue labels help the system to calculate amounts on specific categories. We recommend contacting the support team if you are trying to decide whether to add it.
Last modified 3mo ago