Category 📒

Category helps you in classifying records for analytics and quick filtering.

Categorization helps in segregating all the information based on the office needs. While we have provided categorization for all most all the records, you will typically need categorization only for few data. Read below our recommendation for categorization.

There are 2 special Categories. Think of them as global categories, they are applicable for all records.

1. Cost Center
2. Profit Center

Attendance Category is also a special kind of category. It is not added in the same way as other categories. It has it's own master.

• Examples of Category
  • Client Group
  • Client
  • Task
  • Service
  • Todo
  • Work Done (Time Sheet)
  • Team
  • Reminder
  • Shortcut
  • Bill
  • Receipt
• Examples for Center
  • Cost Center
  • Profit Center
• Attendance Category
  • Example of attendance category

Examples of Category

Client Group

Based on Importance (Marquee Clients) / Billing

• High
• Low
• Friend
• Relative

Client

Based on legal status

• Individual
• Partnership
• LLP
• Company
• Trust

Task

Based on Growth

• Existing
• New

Service

Based on Law

• Direct Tax (IT)
• Indirect Tax (GST)
• Audit
• Company
• Notice

Todo

Based on Todo Type

• Checklist (Audit/ Process Checklist)
• Document (Data pending from client)
• Info (Questions to be asked to client)

Work Done (Time Sheet)

Based on Charegability

• Chargeable
• Admin
• Training
• Leave

Team

Based on Position in the Firm

• Manager
• Consultant
• Senior
• Partner
• Analyst
• Intern

Reminder

Based On type of Work

• Office
• Admin
• IT

Shortcut

Based on type of location

• Permanent
• Client (Data shared by Client)
• PY (Previous Year)

Bill

Based on Accounting

• Reported
• Secret

Based on the type of Bill

• Out of Pocket
• Service

Receipt

Based on where the money was received

• Cash
• Discount / Write off
• Bank 1
• Bank 2

Examples for Center

Cost Center

Based on Branch

• Branch Name 1
• Branch Name 2

Based on Division

• Taxation
• Consulting
• Audit

Profit Center

Based on Partner

• Mr A
• Mr B

Based on Manager

• Mr M
• Mr O
• Mr N

Attendance Category

Attendance category helps in capturing more information about the attendnace, as you can see in the examples below.

Attendance categories are of 2 types

• Present
• Absent

Example of attendance category

• Present
  Based on Location of Attendance

  • Office A (Branch 1)
  • Office B (Branch 2)
  • Client (Client Visit)

  Based on Presentee Type

  • Fullday
  • Halfday
  • Late Entry
  • Early Out

• Absent
  Based on reason of Absent

  • Leave
  • Holiday
  • Sick Leave
  • Exam Leave

  This requires MasterData Permission.