Setting up attachment categories

You can set up attachment categories only if you have security access to attachment categories.

You can set up attachment categories from either of the following:

 

The > Setup menu

  1. From the > Setup menu, click General > Attachment Categories.
  2. Place the cursor one row above where you want the new attachment category.
  3. Click the New button.
  4. Enter the following information:
For Do this

Description

Type the name of the attachment category.

Type

Click and select the type for the attachment category. The type determines where the category is available in Ajera:

  • All (available in all windows that accept attachments)
  • Bank Account
  • Department
  • Chart of Accounts
  • Roles
  • 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 attachment category.
  • Click . Enter any notes about the attachment category in the window and click OK.
  1. Click Save. The attachment category appears in a row below the cursor. To move it, click the row and click or .

 

Any window that accepts attachments

You can also set up 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. Place the cursor one row above where you want the new attachment category.
  1. Click the New button.
  2. Enter the following information:
For 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 attachment category.

  • Click . Enter any notes about the attachment category in the window and click OK.
  1. Click Save. The attachment category appears in a row below the cursor. To move it, click the row and click or .