Copy a Labor Category in a Labor Category Table

You can copy all information from one category entry in a billing labor category table to a new row.

All information is copied to the new row except the effective date and sequence, because no two entries in a table for the same category can have the sequence number or the same effective date.

To copy a category in a labor category table:

  1. In the Navigation pane, select Settings > Rate Tables > Billing Labor Categories.
  2. Select a billing labor category table for which you want to add new categories and rate information.
  3. In the Categories grid, hover on the row of the category and rate that you want to copy and click > Copy.
  4. Make changes to the copied row.