Assigning Accounts, Items, and Expense Categories to WKR

After setting up the WKR categories on the Work-Related Costs Configuration page, you can now identify which accounts, items, and expense categories are included in the WKR computations and report.

On an account, item, or expense category record, you can assign a WKR category. The category determines if the transactions under an account, or a specific expense item or expense category is charged to the WKR budget or whether a tax exemption applies.

To assign a WKR category to an account, item, or expense category record:

1. Go to the record:

   1. For accounts, go to Setup > Accounting > Manage G/L > Chart of Accounts.

   2. For expense categories, go to Setup > Accounting > Setup Tasks > Expense Categories.

   3. For item types, go to Lists > Accounting > Items.

2. Click Edit next to the record that you want to assign a WKR category.

3. In the Netherlands WKR Category field, select the appropriate WKR category.

   Note:

   The available WKR category options in the field are the categories you have set up on the Work-Related Costs Configuration page. You can add or edit categories as suitable. For more information, see Configuring the Work-Related Costs Report.

4. Click Save.

Related Topics

Netherlands Work-Related Costs Report

Viewing the Work-Related Costs Report

Sources of Nontaxable Categories in the WKR Report

General Notices