Categories are types of costs that are defined for a whole company. Categories are attached to category groups. Both categories and category groups are divided into types that correspond to the transaction types that are available in the section. For an employee to perform a transaction on certain categories, the categories must be specified in the setup for the employee.

Note Note

A category group and the attached category are always of the same transaction type.

Topics about categories



About project category groups

Conceptual information about category types and category groups.

Create categories and category groups

How to create categories and category groups.

About transaction types

Conceptual information about grouping transactions and attaching them to a category.