Overview:

Group Categories are used to categorise Groups, which are in turn used in Jobs, People, Companies, and Plant. Groups give these data types another piece of data to run reports based on.

When deciding which categories to create, be sure to consider data that already exists by default in each data type's masterfile so that it isn't being duplicated.

Categories and Groups can be defaulted in individual Job Templates, potentially removing the need for manual entry.

Group Categories on Jobs is used for Tracking Categories on Xero integration, using Group Category called 'Export'. See Xero Tracking Categories for more details on how to set it up.

Screen Guide:

Open

• Group Category is the unique description for this category.

• Type determines where the category is going to be used (Jobs, People, Companies, or Plant)

• Required is available for Job Type categories, making it required to select a group for this category when creating jobs.

Next Steps:

Once the categories are set up, use the Groups screen to create groups for each category.