In your admin area, you can create and manage expense categories by linking them to an accounting allocation account, ensuring transactions are accurately assigned within your chart of accounts.
This article explains how to manage your analytical fields on Swile Travel.
To find your analytical fields:
- In your admin area, go to the Settings menu
- Click on Analytical fields to display all existing codes
If you had already created analytical fields before migrating to Swile Travel, they will appear by default under the name Analytical field 1. You can rename the field if needed.
To create an analytical field:
- Go to Settings
- Click on Analytical fields
- Select Add an analytical field
- Enter the field name
- Choose the field type: multiple, single, boolean or free text
- Decide whether the field is assigned by the administrator or completed by the employee
- Add the values manually or via a CSV import
A CSV file is recommended if you need to import a large number of values.
To delete (deactivate) an analytical field:
- Go to Settings
- Click on Analytical fields
- Click on the three dots next to the relevant field, then select Deactivate
An analytical field is never permanently deleted. It is archived and can be reactivated at any time.
To edit an analytical field:
- Go to Settings
- Click on Analytical fields
- Click on the three dots next to the relevant field, then select Edit values
The values can be edited:
- Manually, one by one
- In bulk, using a CSV file
Warning
When importing a CSV file, all existing values will be replaced. Make sure to include any values you want to keep.
Analytical codes can have three statuses:
- Hidden: the field is not visible to employees
- Optional: the field is visible but not required when booking
- Mandatory: the field must be completed to finalise the booking
To change these settings:
- Go to Settings then Analytical fields
- Open the Categories tab
- Select the Travel Agency category
- Adjust the display settings and confirm
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