Create Categories
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    Create Categories

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    Article summary

    Create Category

    This page answers the question “ how do I create a category”

    Procedure

    Step 1 Click on Jobs / Kinds

    Step 2 Click on Icon NEW

    Step 3 Select New Category

    Step 4 Complete New Category Screen

    Note - most of the required info in this screen is “not required”

    Example of a completed category screen:

    Definition of Fields

    Category Name

    - Name of category

    Is Active

    - If “ticked”, this category is available use; If not required then it is “unticked”

    Category Description

    - Enter a description

    Use for job costs

    - Select if category is for job costs; can select “use with Overheads” at the same time

    Use with Overheads

    - Select if category is for overheads; can select “use for job costs”

    Display in traffic

    - Select if category is to be displayed in traffic


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