Create New Business Categories and Kinds

Create New Business Category and Kinds

When pitching for new business, use kinds which have ZERO value. Examples of kinds are as follows:

Step 1 Create a Category

The benefits are:
* Income Analysis reports available by category
* It is more organised to have all the new business kinds in one place

Create a category as per the screen shot below:

Step 2 Create Kind codes

Recommended list of kind codes for New Business is as follows:

Example of a Kind code - note default department is Account Service

Another example of kind code - note default department is Creative