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Report Pro: Re-Categorize History Invoice Line Items

REPORT PRO

Re-Categorize My History Invoice Line Items

It is important to note descriptions as they appear in your management system of the line items (labor, parts, sublet) that you are assigning/re-assigning for entering in the text Category Search can use to search for assigning categories.

1. Select the tools tab

2. Select the Category Tools Tab (Category Tools window opens)

3. Select the Unassign Categories tab

4. Highlight the category(s) that need line items unassigned

5. Click the Unassign All Line Items From This Category button

6. Select the Assign Categories tab

7. Type your search text in the Search Line Items text box

7.1. Alternate method is to Load All unassigned categories

8. Click the Search button

9. Highlight the lines that you would like to assign the same category to. Use the Shift+LeftMouseClick to highlight multiple sequential lines or CTRL + Left Mouse Click to highlight multiple non-sequential lines

10. Right Click with the cursor in the results grid to bring up your management system category list

11. Hover over the category you would like to assign the categories to. Use the scroll arrows at the top or bottom of the category display window to move the list up or down.

12. Left Click the category you would like to assign the selected line item(s) to

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