Categories

For managers (Management role): the scan app can ask for a category before scanning — e.g. an expense type, a project or a cost centre. The chosen category travels with the document: it can be in the file name, the folder, the sheet name or a column of the Excel workbook, and it shows on the document's page.

Creating a list

1. Under Categories, New list.
2. Choose what the list is for: receipts, invoices or documents. A kind can have several lists.
3. Give it a name (e.g. "Expense types") and enter the categories, one per line, in the order the scan app should show them.

Which list the scan app shows

• For everyone: Earlybyte sets which list each kind shows to everyone (tell us which).
• For one person: under people, in the person's dialog, Scan app → Categories: the company's list, none, or another one.

Once a list applies, a category must be chosen before scanning.

Changing and deleting

You can change a list at any time; the scan app shows the new version the next time it is opened. Documents that already have a category keep it. A list still in use cannot be deleted — choose another one there first.

A wrong category is corrected on the document's page with Edit data (documents).