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.
- Cost Center
- 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
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