Labor Categories Tab of Accounting System Settings

Use the Labor Categories tab to create a master list of labor categories and descriptions.

Contents

Labor Categories Grid

Field Description
Labor Categories Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Insert To enter a new labor category, click this option to add a blank row to the Labor Categories grid. Enter labor category information in the blank row.
Delete To delete a labor category in the grid, click the labor category's row and click this option.
Category Enter the number by which to identify this category. In the Employee Info Center, you assign employees to labor categories.
Description Enter a name for the category. The category name displays on invoices when you choose By Category as your labor method sorting option (on the Labor tab of Billing Terms).