Change documents and/or transactions linked to WKR category

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

From an opened GL account, you can change the linked documents and/or transactions to a WKR category by:

• including expenses with a specific VAT percentage in the WKR
• assigning expenses to or changing categories.

Only a user with a 'Back office' role in the domain can use the WKR tool.

TIP!

The tags 'WKR-6%', 'WKR-21%', 'WKR-0%' or 'NO-WKR-RELATED' are created by default by Yuki as soon as you use the WKR functionality.

Hover your mouse over the HR icon in the navigation bar and then click on Work-related costs scheme. 

In the now-opened WKR tool home screen, click on the Assign transactions to WKR button to open a GL account that has been posted to. 

TIP!

From the Details: Current year section in the interim report, you can also click on a GL account to open it.

The following screen is opened:

TIP!

By clicking on the Restore to default value button you can always reset the changed entry line to the original VAT percentage or category.

The < > buttons can be used to directly access the previous or next WKR category that was posted to.

You can always return to the Details: Current year section in the interim report by clicking on the Back button.

Include expenses with a specific VAT percentage in WKR

The entry line will be included in the WKR with the VAT percentage that is recorded in the document. If you want to include the entry line with a different VAT percentage, you can adjust the VAT percentage. 

Select the entry line whose VAT rate you want to adjust. Then select in the dropdown menu Include in WKR with: the correct VAT percentage.

ATTENTION!

The percentage by which expenses are included in the WKR does not change the recorded VAT in the document.

If the VAT percentage included in the WKR has changed, you can see this at line level by the 'pencil' next to the VAT percentage.

Assign costs to or change category

Select the emtry line whose costs you want to assign to or change category.

Then assign the selected emtry line to another category by selecting that category from the Assign dropdown menu.

After you place a line in a category, the line will disappear from the overview of that category and you will find it under the newly selected category.