Changing Category Order in Breakdowns

Problem

User wants to change the order of categories in printed forms or popup menus.

Diagnosis

Goldenseal uses the Category System to determine the order in which categories are displayed.

First, check to make sure the user is using the correct Category System. For example, in Estimates, click the More Info button and look at the Category System field.

Also, check to make sure they don't have preferences set to put categories into alphabetical order.

If they have the right system and just want it to be in a different order, follow the steps below.

Solution

To change the order of categories in a Category System, follow these steps:

1. Choose Category Setup from the Costs menu, and choose Category Systems from the submenu.
2. Click on the system you'd like to change, and click the Edit button.
3. Click on a category row in the top table.
4. Hold down the option key (Mac) or control key (Windows). The cursor will turn to a 'dragging hand'. Drag the row up or down to a different location.
5. Click OK to save changes (or click Cancel to return to the original order).

Comments

Entered 4/10/06 by Casey