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:
  1. Select
    Setup
    ,
    Groupings
    , then
    Activity Categories
    .
  2. Select
    Add
    .
  3. Go to
    ID
    and enter an ID for the activity category.
  4. Go to
    Description
    and enter a short description for the activity category.
  5. Use
    Invoice description
    to enter a description that will be available for inclusion on invoices and reports.
  6. Select
    Enter
    to save your changes.