| Beginning Category |
Maximum of 3 digits (1-999). This option will only be available if you are transferring fees. Enter the beginning category number you want to use to select the transactions to transfer. The category specified here corresponds to the category shown on the fee transaction rather than 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.