Adding Items, Tasks, Expenses, Trips and Tags

In Hiveage, you have the option of saving items, tasks, expenses, trips and tags that can be reused in invoices, estimates, bills and time, expense and mileage tracking. Let’s add some right away, shall we?

  1. Click on the Settings link at the top of your Hiveage screen.
Settings Link

2. Select Saved Categories.

Saved Categories

3. You will be taken to the Saved Categories page, which has separate tabs for Items, Tasks, Expenses, Trips and Tags.

Adding Items

Fill in the Item name, Description, Unit Price and Unit. Once you have entered these details, click Save.

Adding an item

Adding Tasks

Note: requires the Track module.

Add a task name and its hourly rate, and click Save.

Adding a task

Adding Expenses

Note: requires the Track module.

Add an expense category name, and click Save.

Adding an expense

Adding Trips

Note: requires the Track module.

Add a trip name and rate, and click Save.

Adding a trip

Adding Tags

Add a tag name, and click Save.

Adding a tag

Pretty simple, huh?

Your saved categories will now show up when you’re adding line items to invoices, estimates and bills, and in the Track section, when you’re tracking time, expense and mileage. Tag away!

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