Categories

You access the Categories screen from the Accounting menu, shown below.

Figure 1

The Categories screen (see Figure 2) is where you can edit, add, and view Categories.

Categories

Figure 2

Add Category

Figure 3

To add an item cost, click the "add new" button (see the Green box in Figure 2).

1. Select an Estimate Section.
2. Select an Estimate Summary Section.
3. Select a General Ledger Name.
4. IF not top level: Select a Parent.
5. Enter a Cat 1.
6. Enter a Cat 2.
7. Enter a Cat 3.
8. Enter a Name.
9. Enter an Order By.
10. IF the new item is a top level then check the top level box.
11. *Optionally check any of the include items on the right of the screen if they apply.
12. To add the item click the "save" (Green box in Figure 3) or "Save & Close" (Yellow box in Figure 3) buttons.
13. To discard anything typed and exit the screen, click the "Close" (Yellow box in Figure 3) button.

Edit Categories

To edit an item cost, click the "edit" button (see the Yellow box in Figure 2).

When editing a category just ensure all required fields, denoted by a red label, are filled out if changed.  Also keep in mind that changing item to or from top level status means you have to adjust the parent selector.

Remove Category

** You can only delete a Category if it is not in use

1. Click the "delete" button in the corresponding row of the Category you wish to remove (Red box in Figure 2).
2. Click "OK" in the dialogue box that appears to confirm you wish to delete the record.