Activity Categories are used to ensure a consistent entry of Time and Expense against some matter. In OneDocx categories can be of two types

  1. Time Entry Category
  2. Expense Entry Category

Creating Time Entry Category:
To create new Time entry Category follow the following steps:

  1. Click Activities from left panel of OneDocx and click Manage category

  2. Categories page will appear, click '+' button and click 'Time Entry Category'

  3. New Activity Category pop up should appear, give name and billing method, Rate(in case of custom and Flat rate) and click 'Save'

    Time Entry Category should be added successfully and added in Categories List

    *To Edit/Delete Time entry category simple select the entry and click Edit/Delete button.


Creating Expense Entry Category:
To create expense entry category follow the following steps:

  1. Click Activities from left panel of OneDocx and click Manage category
                                   
  2. Categories page will appear, click '+' button and click 'Expense Category
  3. New Activity Category pop up should appear, give name and billing method, Rate(in case of custom and Flat rate) and click 'Save'

    Expense Entry Category should be added successfully and added in Categories List

    *To Edit/Delete Expense entry category simple select the entry and click Edit/Delete button.

This is how you can Create and Manage Activity Categories in OneDocx, for more information please follow our other articles and Video Tutorials