Setting the WKR Category of a Transaction Line
You can set a WKR category on a vendor bill, expense report, and journal entry. The report will include this transaction in the report based on this selected category.
Only posting transactions will be considered for inclusion in the report. You can check if a transaction is posting on the GL Impact subtab of the transaction record.
If you do not set the WKR category on the transaction, the report will include this transaction based on any of the following conditions depending on the transaction type:
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The default WKR category of the item used in the transaction.
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The default WKR category of the account to which the transaction is posting.
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The default WKR category of the expense category used in the expense transaction.
For more information, see Sources of Nontaxable Categories in the WKR Report.
To set the WKR Category on a transaction record:
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On the transaction record:
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For journals, go to the Lines subtab.
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For bills, go to the Expense and Items subtab.
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For expense reports, go to the Expenses subtab.
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Enter the details of the expense, item, or account relevant to the transaction you are creating.
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In the WKR Category (NLD) field, select the appropriate category.
The category options in this field are the categories you had set up on the WKR Configuration page. For more information, see Configuring the Work-Related Costs Report.
You can select Exclude from WKR if you do not want to include this transaction in the report.
Important:If you cannot edit this field, your logged-in role might not have the necessary edit permissions. For information about the permissions to assign a WKR category on a transaction record, see WKR Reporting Permissions.
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Click Add.
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Repeat steps 2-3 if you want to add more entries and their corresponding WKR categories.
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Click Save.