How to add a new time category

When recording time to a client you will either record time to a job or a category.

If you have a workflow system creating job then it is best to record time to the job, where an activity is not linked to a job such as general phone calls or ad-hoc meetings then this is where the categories come in.

Categories are also used where you are recording non client time such as admin and holiday.

There are two types of categories; Non Chargeable Categories (i.e. for non client time) and Non Job Categories (i.e. client time that does not relate to a job) both can be added following the steps below:

1. Click on the config menu (Superuser required).
2. Click on System options.
3. Click on the Glide Time and Fees tab.
4. Scroll down to the list of Non chargeable categories or Non job categories.
5. Click on the respective New category button.
6. Enter the name and click save.