Reporting Categories
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To create a major reporting category and its related minor categories:
From the Reporting Category List homepage, select New Reporting Category.
From the General section, define the following:
Field
Description
Name
Type a name for the major reporting category.
External ID
Type an alphanumeric value to identify the reporting category record when preparing data for export to third-party accounting and data warehouse solutions.
Minor Reporting Categories
From the Minor Reporting Categories section, add the related minor categories and child categories (if applicable):
From the upper-right of the Minor Reporting Categories section, select Create Minor Category.
In the Minor Category field, type a name for the minor reporting category.
In the External ID field, type an alphanumeric value to identify the reporting category record when preparing data for export to third-party accounting and data warehouse solutions.
From the Child Categories section, add child categories (if applicable).
From the lower-right of the Create Minor Category window, select Done.