Tracking categories are an easy way to group your expense and invoice data, which in turn allows for more detailed and accurate reporting. Tracking categories are particularly good for associating costs or revenues with specific business departments, cost centers, sales territories, or other logical groupings.
Creating & Managing Tracking Categories
To create or modify a tracking category, click Settings and then Tracking Categories. From here, click New Tracking Category to create a new category, or click on an existing category to make changes. Next, enter a name for the category, and a brief description explaining what this category is used for. Once you're done, click Save Tracking Category to save and finish. Repeat this process for each category you wish to create.
Once you have tracking categories setup in your system, you will be able to associate them with case expenses and invoices.
Applying a Tracking Category to an Expense Entry
When creating or editing an expense entry, select the tracking category you wish to associate with the expense entry. If you do not see the option to choose a tracking category on the expense entry form, it means there are no active tracking categories available.
Applying a Tracking Category to an Invoice
When creating or editing an invoice, select the tracking category you wish to associate with the invoice. If you do not see the option to choose a tracking category on the invoice form, it means there are no active tracking categories available.
