Manage Custom Fields

Overview

A custom field in Skovik is an additional bookkeeping dimension that can be used to categorize expenses. The most common custom fields are cost center, project, department, country and product. However, there are more custom fields that you can add to Skovik.

There are three different types of custom fields in Skovik, text, multiple choice, and boolean.

Text fields are fields where an empty text field is displayed for the employee. Any value can be entered into this field. This field is often used for Supplier IDs and Employee IDs, as each employee has a different value.

If needed, you can lock this field to accept a specific format, such as only numbers or three letters followed by three numbers etc.

More about custom fields

Text fields

The Skovik support can help you add additional text fields and set up any requirements for that field. To assign a value to an employee (i.e., employee ID), change the value on the employee's personal information in Skovik. The following article explains how you edit personnel information:

pageManage Employees

Multiple choice fields

The Skovik support can help you add additional multiple choice fields. However, an employee with the Admin or Finance role may manage the custom field alternatives in Skovik.

Add custom field values in Skovik

  • Go to Settings --> Custom fields.

  • Press the button xx pre-defined values to the right of the custom field you want to add an alternative to.

  • Press Add pre-defined option in the upper-right corner.

Edit custom field values in Skovik

  • Go to Settings --> Custom fields.

  • Press the button xx pre-defined values to the right of the custom field you want to add an alternative to.

  • Press the edit icon to the right of the alternative you want to change.

Remove custom field values in Skovik

  • Go to Settings --> Custom fields.

  • Press the button xx pre-defined values to the right of the custom field you want to add an alternative to.

  • Press the delete icon to the right of the alternative you want to change.

Deleting a custom field value means that the value can not be used in a new report. However, old reports and reports currently in the approval stage will keep the old custom field value.

Boolean fields

The Skovik support can help you add additional boolean fields and configure any bookkeeping logic connected to that field. Usually, the checkbox should be active on all expenses, and the employee should tick the box when specific parameters are fulfilled (i.e., the purchase should be re-invoiced). In this case, the employee will be prompted with a checkbox on every expense.

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