Categories

Categories help organize line items into logical groups, making them easier to find and manage.

Creating a Category

  1. When creating or editing a line item, you can select an existing category or create a new one
  2. Enter the category name
  3. 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