Overview tab

View the categories that have been created.

You can also specify whether the employee ID is required for posting to the active category and define the item sales tax group of the active category group.

General tab

View more specific information about the active category.

Cost price

If an account applies for a specific posting type for all projects, you can select the account in one of the account type fields on these tabs.

The accounts listed on this tab correspond to the accounts listed on the Cost pricetab in the Ledger posting form.

Sales price

If an account applies for a specific posting type for all projects, you can select the account in one of the account type fields on these tabs.

The accounts listed on this tab correspond to the accounts listed on the Sales pricetab in the Ledger posting form.

Transactions

View the transactions for the active category ( Hour, Expense, Item, or Fee) depending on the transaction type of the active category. Only the active category transactions are available when you click Transaction. For example, if you have selected a category of type Item, you can only select transactions of type Item. The hours, expense, and fee transactions are dimmed.

Setup

Open the following submenu items:

• Employees– Maintain a list of employees authorized to use the cost category.

• Projects– Maintain a list of projects available for the category.

  Note
  The list is part of the validation system. You can set up validation groups in the Setup> Validationsection.

• Cost price - Hour– Set up a cost price for categories of the Hourtype.

• Sales price - Hour, Sales price - Expenses, Sales price - Fee, Sales price - Subscription– Set up a sales price for categories of the hour, expense, fee, and subscription types.

• Subscription– Set up subscriptions attached to the selected category of subscription type.

• Line property setup– Set up a line property for the category.

  Note
  You cannot attach a line property to a subscription category because line properties are not used for subscription transactions.

• Ledger posting– Set up ledger posting by category.

  Note
  The list of records in this form offers a quick overview of the posting profile of one specific category.

Function

Open the following submenu items:

• Create subscription fee– Create subscription transactions for the selected category of subscription type.

• Index subscription– Update the index/base price for subscriptions with the selected category of fee – subscription type attached to them.

• Accrue subscription– Accrue revenue for subscription transactions with the selected category of subscription type attached to them.

Pivot table

View the number of hours entered on categories. You can only view categories with the hour transaction type a PivotTable.

Inquiry

Open the Project statementsform for categories.

Forecast

Open submenu items to copy or delete a budget or transfer a budget to ledger.

Category

The unique name for the category.

Category name

Enter a more descriptive name for the category, up to 30 characters long.

Use in Expense

Select this check box to include this category in Expense management.

Use in Production

Select this check box to include this category in Production.

Category group

Select a category group. Category groups are specified in the Category groupsform.

Transaction type

The transaction type of the category is inherited from the transaction type of the category group.

All categories in a category group will have the same transaction types.

Employee

Determine whether the employee ID will be defined for journal transactions.

Item sales tax group

Select an item tax group (optional).

Estimate

Select this check box to use the category for estimates.

Subscription

Select this check box to use the category for subscription.

Active in journals

Select this check box to set the category as active.

Default

Select a default line property.

Cost

Select the ledger account that applies to this category group.

Payroll allocation

Select the ledger account that applies to this category group.

WIP - Cost value

Select the ledger account that applies to this category group.

Cost - Item

Select the ledger account that applies to this category group.

WIP - Cost value - Item

Select the ledger account that applies to this category group.

Accrued loss

Select the ledger account that applies to this category group.

WIP - Accrued loss

Select the ledger account that applies to this category group.

Invoiced revenue

Select the ledger account that applies to this category group.

Accrued revenue - Sales value

Select the ledger account that applies to this category group.

WIP - Sales value

Select the ledger account that applies to this category group.

Accrued revenue - Production

Select the ledger account that applies to this category group.

WIP - Production

Select the ledger account that applies to this category group.

Accrued revenue - Profit

Select the ledger account that applies to this category group.

WIP - Profit

Select the ledger account that applies to this category group.

Accrued revenue - Subscription

Select the ledger account that applies to this category group.

WIP - Subscription

Select the ledger account that applies to this category group.