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About attachment categories

An attachment category is a label that you create to describe a group of files with similar characteristics, such as RFPs. Categories help you organize your attachments and make searching for them easier.

You can create attachment categories if your security group has access to them.

When you create an attachment category, you also select a category type. The category type determines where the category is available in Ajera. For example, the All type makes the category available in all windows that accept attachments, and the Employee type makes the category available in the Employee window (Setup > Employees).

When you select this type	The category is available here
All	All windows listed in this table
Bank Account	Company > Bank s
Department	unavailable in ajeraCore unless you have the Departments add-on Company > Financials > Departments
Chart of Accounts	Company > Financials > Chart of Accounts
Security Group	Company > Security
Project	Setup > Projects
Client	Setup > Clients
Vendor	Setup > Vendors
Employee	Setup > Employees
Contact	Setup > Contacts
Activity	Setup > Activities
Billing Rate Table	Setup > Billing Rate Tables
Invoice Format	Setup > Invoice Formats
Overhead Group	Setup > Overhead Groups
Task	Manage > Time & Expense > My Tasks Manage > Time & Expense > Tasks by Employee Setup > Projects > Manage tab
Expense Report	Manage > Time & Expense > My Expenses Manage > Time & Expense > Expenses by Employee
Vendor Invoice	Company > Beginning Balances > Open Vendor Invoices Manage > Vendor Invoices
In-house Expense Log	Manage > In-house Expenses
Client Invoice	Company > Beginning Balances > Unpaid Client Invoices Manage > Client Invoices
Billing Review History	unavailable in ajeraCore Manage > Client Invoices > Preview button Setup > Projects > Invoices tab > Preview Invoice link
Client Receipt	Manage > Client Receipts
Deposit	Manage > Client Receipts > Deposit tab
Bank Statement	Manage > Bank Register > Reconcile tab
Journal Entry	Manage > Journal Entries