A job must have time categories assigned for entering and reporting time entries.
Before coding time against a job you must set up the job's "time category series". This determines the categories that will be available, when entering time for a job.
Each job may have a customised set of categories. To set up a job's time categories for timekeeping:
- Search for a job
Click on this link.
- Navigate to Job > Setup
The Category tab will display.
If the job is not set up you will be re-directed to the page.
- Drop down the category selector and select a root category for the job.
- Click "Add to Timekeeping"
You may now enter time against a job.
- Once you have assigned a category series to a job you cannot change it. If you have set the series incorrectly, please contact support.
- When on-boarding a new practice, all jobs will be set up with default categories. This is to avoid a user having to go to each job and set the category (this is an option process). Contact support if you want to set your own categories.