Set up activity categories
Groupings let you customize reporting and filtering in the application. The implementation of groupings is a very important process and should only be done after considerable thought and discussion about the structure of your firm and how to use the various grouping categories most efficiently and productively.
Activity categories are high-level groupings describing the work performed by your staff.
Do the following to set up activity categories:
- SelectSetup,Groupings, thenActivity Categories.
- SelectAdd.
- Go toIDand enter an ID for the activity category.
- Go toDescriptionand enter a short description for the activity category.
- UseInvoice descriptionto enter a description that will be available for inclusion on invoices and reports.
- SelectEnterto save your changes.
