Categories

On this page: 

Menu Path:  Billing & Receipts, then Reference Tables, then Miscellaneous Billing, then Categories

Item categories classify items or services into similar groups for invoicing purposes. These are optional. If your organization uses items, you must set up at least one category record, since the entry of a category code is required on an item record.

Categories can be the same as your services or can be set up as subsets of your services. For example, if you have a maintenance service, you could also have a maintenance category. Or you could have a maintenance service with general maintenance and special maintenance item categories. In both cases, your items are the specific maintenance offerings.

Add New Categories

1. Choose the Category Codes page.
2. Click Add New.
3. Enter the Category Code and Category Description, then click OK.

Update Categories

1. Choose the Category Codes page.
2. Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.
3. Select the desired record, then click OK.
4. Update the Category Description as needed.
5. Click OK.

Generate Category Reports

1. Choose the Category Codes page.
2. Click Print.
3. Specify how you want to generate the report, then click OK. The report's default file name is mrcategory.rpt.

Delete Category Reports

1. Choose the Category Codes page.
2. Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.
3. Select the desired record, then click Delete.
4. Click Yes.