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 role 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	> Setup > Company > Bank Accounts
Department	unavailable in ajeraCore unless you have the Departments add-on > Setup > Company > Financials > Departments
Chart of Accounts	> Setup > Company > Financials > Chart of Accounts
Role	> Setup > Company > Roles
Project	> Manage > Project Command Center
Client	> Setup > Clients
Vendor	> Setup > Vendors
Employee	> Setup > Employees
Contact	> Setup > Contacts
Activity	> Setup > General > Activities
Billing Rate Table	> Setup > General > Billing Rate Tables
Invoice Format	> Setup > General > Invoice Formats
Overhead Group	> Setup > General > Overhead Groups
Task	> Manage > Time & Expense > My Tasks > Manage > Time & Expense > Tasks by Employee > Manage > Project Command Center > Manage tab
Expense Report	> Manage > Time & Expense > My Expenses > Manage > Time & Expense > Expenses by Employee
Vendor Invoice	> Setup > Company > Budgets > Beginning Balances > Open Vendor Invoices > Manage > Vendor Invoices
In-house Expense Log	> Manage > In-house Expenses
Client Invoice	> Setup > Company > Budgets > Beginning Balances > Unpaid Client Invoices > Manage > Client Invoices
Billing Review History	unavailable in ajeraCore > Manage > Client Invoices > Preview button > Manage > Project Command Center > 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