Activity categories are used throughout the company to ensure a consistent description and rate of time entries. You can also share these Activity Categories with your team members so that everyone in your company can use them when entering time.
When you create an Activity Category and use it in a time entry, it will auto-populate the description and rates for you. But you must create them along with the Category name.
Steps to Manage Activity Categories
Click on
Activitieson the left and further click onCategories. Alternatively, go toAvatar Icon>Settings>Firm Settings>Activity Categoriesto manage Activity Categories.
Toggle between
Legacy categories,Time categories,Expense categories, andFlat fee categories.You need to update any legacy categories you have.
Use the
Filter,GroupingandSortoptions to filter out categories as per your unique requirements.
Steps to Create an Activity Category
Click on
Activitieson the left and further click onCategories. Or, click on any activity and selectActivity categoryand choose+ Add new category.Alternatively, go to
Avatar Icon>Settings>Firm Settings>Activity Categories>New Categoryto manage Activity Categories.
To add new categories, select the
Activity CategorybetweenTime,Expense, orFlat Fee.Give your activity category a
Name(which is mandatory),Description, andRate.In case of
Expense Category, you also need to define theexpense type;Hard CostorSoft Cost.
Click on
Is Activeto allow users to use the Activity Category.Utilize the tax settings to make sure tax is applied for certain activity categories consistently. This setting allows you to add both Primary and Secondary taxes.
Click on
Saveto save your category. Click onSave & Add Newif you wish to create multiple categories.
To update an existing category, click on the Edit Button next to the category or, the Update option under Action Required, and update the details before clicking on Save to save the changes.
To remove categories, click on the Delete Button next to the category and confirm the removal by clicking on Delete button.