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
Multiple choice fields
Boolean fields
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.
Multiple choice fields are fields where a list of alternatives is displayed for the employee. This field type is often used for projects and cost centers.
An employee with the Admin or Finance role can manage the list of alternatives by adding new values, editing current values and deleting values.
It is also possible to assign all employees to a default value. Additionally, you can assign specific employees to specific alternatives by building an integration.
Boolean fields are fields where a check-box is displayed for the employee. The check-box is used to mark an expense, i.e., if the expense should be re-invoiced or if it was purchased with a company card.
Skovik Support can help you with the configuration if you need a check-box. Usually, the check-box is connected to a rule which books the cost to a separate G/L account.

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:

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 check-box 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). The employee will, in this case, be prompted with a check-box on every expense.
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Overview
More about custom fields
Text fields
Multiple choice fields
Boolean fields