| Category |
Maximum of 3 digits (1-999). Enter the range of category numbers you want to use to select the clients to include. The category specified here represents the category assigned in the Client file--not the category assigned to the individual fee transactions. A blank range indicates all clients will be included regardless of the category assigned to the client.
The
button can be used to open the Category Lookup
window that allows you to view a list of categories and select any category by double-clicking it.
Right-clicking this field displays a shortcut menu that allows easy access to the Category file for adding or editing purposes.
The Select button can be used to select one or more categories.