Categories
Categories help organize line items into logical groups, making them easier to find and manage.
Creating a Category
- When creating or editing a line item, you can select an existing category or create a new one
- Enter the category name
- Optionally set a color and icon for visual identification
Example Categories
| Category | Use For |
|---|---|
| Consulting | Consultation fees, advisory services |
| Documents | Document preparation, reviews |
| Fees | Government fees, filing fees |
| Add-ons | Rush processing, extra services |
Benefits
- Easier selection — Line items grouped in dropdowns
- Better organization — Visual grouping in lists
- Cleaner reports — Group by category for analysis