Copying attachment categories

You can copy attachment categories only if at least one of your roles has access to attachment categories.

You can copy categories from either of the following:

The > Setup menu

  1. From the > Setup menu, click General > Attachment Categories.
  2. Click the attachment category you want to copy, and click Copy.
  3. Enter the following information:
For this condition Do this

Description

Type the name of the attachment category.

Type

Select the applicable type for the category you are setting up. The type determines where the category is available in Ajera:

  • All (available in all windows that accept attachments)
  • Bank Account
  • Department
  • Chart of Account
  • Role
  • Project
  • Client
  • Vendor
  • Employee
  • Contact
  • Activity
  • Billing Rate Table
  • Invoice Format
  • Overhead Group
  • Task
  • Expense Report
  • Vendor Invoice
  • In-house Expense Log
  • Client Invoice

  • Billing Review History (unavailable in ajeraCore)

  • Client Receipt
  • Deposit
  • Bank Statement
  • Journal Entry

Notes

Do one of the following:

  • In the field, enter any notes about the category.
  • Click the button. The Notes window appears. Enter any notes about the category in the window and click OK.
  1. Click Save. The attachment category appears below the current row. To move it, click the row and click or .

Any window that accepts attachments

You can also copy attachment categories from the Attachments window, Attachments tab, or Add Attachments window.

These windows and tab are available in any window that accepts attachments.

  1. Click in the Category field in the Attachments window, Attachments tab, or Add Attachments window.
  2. Click the attachment category you want to copy, and click Copy.
  3. Enter the following information:
For this condition Do this

Description

Type the name of the attachment category.

Type

View only. The category type for the current Ajera window.

Notes

Do one of the following:

  • In the field, enter any notes about the category.
  • Click , enter any notes about the category, and click OK.
  1. Click Save. The attachment category appears below the current row. To move it, click the row and click or .