Preferences - Categories |
The Categories pane of the Preferences window list Client Categories, Project Categories, Project Statuses and Debt/Credit types. Once set up, categories usually don't change. Categories are an extra explanation of the
![]() ![]() Debt/Credit categories are used to track specific types of Debt/Credits, and can be edited to be Hourly or Recurring, and have default rates/amounts. This is where you can edit your default hourly rate, and create other rate types for different types of work. You can edit all categories, as well as set defaults. A default will be the initial selection for the category on a newly created Client/Project/Debt. For more information on Debt/Credit types, select Debt/Credits > Types from the help table of contents. |
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