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I am trying to understand the use of transaction categories in PSA as a project dimension for tasks and have been demoing the PSA (v3) solution in a sandbox. This post has illuminated that transaction categories without expense categories can be used on the Project Schedule. However, when I search for transaction categories on a project task, both inactive and active records are showing:
Are inactive categories supposed to show up in this view? If so, can this be edited to show only active? I also would like to mention that I cannot delete these inactive transaction categories as I used them in testing and there are actuals applied against them.
Thank you for your help!
you can raise a support request with Microsoft support as this can be an issue with the product.
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