Adding a Category

 

  To add a new category

1. From the File menu, select Open, and then click Miscellaneous.
2. Click the Category tab.
3. Click on the toolbar. You can accept the automatically assigned category number or specify a different category number. The automatically assigned category number defaults to the first available category number.
4. After specifying the category number, enter the description and optional Task Based Billing Code Set for the category.
5. Click on the toolbar to save the new category.

See also:

Toolbar Buttons