Set up categories

Categories are the fields you code an invoice line with, for example general ledger account, cost centre or project. The options come from your accounting software; options linked to the accounting system are marked in the Linked column.

Change a category#

1. Go to Categories and open the category.
2. Change the settings:
3. Click Save.

• Required: every invoice line needs this category before you can approve the invoice.
• Visible: show the category in the portal.
• Position: the order in which categories are shown.

Manage options#

Under Options you see the values of the category. Use Add to add an option and Import to load options from a CSV or XLSX file.

Required categories per option#

Sometimes a category is only needed for certain options, for example a cost centre that is only required for one general ledger account.

1. Go to Categories and open the category with the option, for example the general ledger account.
2. Under Options, click the option.
3. Under Required categories, pick the categories that must also be filled in with this option.
4. Click Save.

An invoice line with this option is only complete once those categories are filled in. Such an invoice is not approved automatically and you can only approve it once the line is complete. In the invoice, the empty cell shows the label Required for with the name of the option.

Categories per company#

If a company does not use a category, for example no cost centres, switch that category off for that company.

1. Go to Companies and open the company.
2. Open the Delivery tab.
3. Under Categories you see every category the company uses. Remove the category the company does not use.
4. Click Save.

Invoices of this company then no longer show the category, nor does rule creation, and Invoyz no longer fills it in or predicts it. A new category is on for every company by default.