You can use category groups to:

  • Group similar cost categories, such as employee hours, materials, and travel expenses.

  • Set up ledger posting by category group. For more information on posting from to , see the form.

  • Set up line property by category group. For more information on line property setup, see the form.

Category groups are divided into seven types, and categories attached to a category group must be specified as the same type as the category group. The seven category types are:

  • Estimate - Expense

The benefit of having category groups and the corresponding categories divided into types is that when you want to define a category on a transaction line, the categories that appear for selection are limited to the category types defined for this transaction.

For example, if you enter an expense transaction, the categories that you are able to select for this transaction are limited to the expense type categories available.

See Also