Choice Lists

There are a lot of boxes and screens in the software that have drop downs for Types or Categories associated with them. If you wish to edit these lists, you will probably be making use of our Choice Lists menu item. This is especially true if you are setting up the software for the first time.

To access this, click on Setup at the top and choose Choice Lists.

Here you will see a screen with multiple categories on the left, and values on the right.

Click on a category on the left to see what is setup for it on the right. Utilize the New, Edit and Delete buttons to make changes.

In our screenshot above, we have Employee Categories pulled up as an example. To start, you only get these three Employee categories, but through this window we can add as many extra categories as we would like, or we can change the name of the existing ones.