Create Categories

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

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:

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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