Classes

Class Tracking

    • Class tracking is available in Plus plan only.
    • Adds a Class field on forms so you can use to categorize your accounting transactions to different product lines.

    classes page

     

    • First, to enable Class Category feature on: from the home page screen > company gear (upper right corner) > settings > company settings > company > categories > track classes > ON > Save

    track classes on
     

    • Assign classes to > one to entire transaction or one to each row in transaction

    one to each row in transaction

     

    • To add NEW Class > From the home page screen > company gear (upper right corner) > lists > all lists > locations > click new blue button (upper right corner) > fill out short Class form > save

    add new class
     

    • To run Class list > From the Classes page > select Run report (next to New button, not under Action column)

    class list

     

    • For Edit, Delete > select down-arrow (next to run report) under Action column
    • To run Class Quick Report > From the Classes page > select Run report under Action column > Customize if needed and run report>Optional: Save Customizations button to make this as “My Custom Reports”

    class quickreport

     

They have the following Class related as built-in business reports:

    • Class list
    • Profit and Loss by Class
    • Purchases by Class Detail
    • Sales by Class Detail
    • Sales by Class Summary

profit and loss by class

purchases by class detail

sales by class detail

sales by class summary

 

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