Field descriptions: Classes

Subscription

Company

Regional availability

All regions

User type Business user with admin privileges

Employee

Approval
Permissions

Business: List, View, Add, Edit, Delete

Employee and Approval: List, View

The following tables describes the fields on the Class information page and the Class list.

Class information

Class Information field descriptions
Field Description

Class ID

A unique code for the class. Required. Type in up to 50 characters. Use only numbers or letters. Special characters are not allowed.

An ID enables your company to keep track of a specific type of information, such as GL account, department, location, item, project, class, transaction, supplier, and customer. You can create IDs by adding them on the fly or by having the system automatically add them from a preset numbering scheme.

Whichever method you choose, we recommend against using leading zeros as part of an ID. IDs with leading zeros can cause errors when you import information into your company from Excel because Excel removes the leading zeros.

Best practice: Use a character as a prefix to your ID; for example C0001 for a customer ID.

Workaround: If you must use leading zeros in IDs, convert the column of ID numbers to text format in Excel before importing the file content. Excel won't remove the leading zeros when you save the file. Remember to do this every time you use a template to import information that requires IDs.

Name

Required. Enter the name of the class, as it should appear in the Class list and other places in your company.

Enter up to 80 characters. Use any combination of letters, numbers, and special characters.

For Project users: If your administrator configured Projects to re-purpose the Class dimension with Task and autofill the Class field with the Task Name, the Class Name field will be set to the Task Description for added reporting visibility.

Description

Enter a description of the class, such as how it's used.

Parent ID

Classes can be hierarchical. If this class is a child of another class, select the ID of the parent class.

Status

The default status is Active. However, if you are no longer using the class and don't want it to appear on lists, choose Inactive. This keeps the class information in your system, and suppresses it from lists without deleting it. If you want to see the inactive class later, select the Include inactive checkbox in the list of classes. Additionally, you can set the status to Active non-posting. This prevents transactions from being posted to this class member but allows posting transactions to child members. Active non-posting is helpful with reporting.

Class list

Buttons

Class list buttons field descriptions
Field Description

Add

Add a new class.

Delete

Delete all selected classes.

Done

Return to the application map.

Import

Import classes and class information. See CSV import: Classes for more details.

Export

Export classes and class information in CSV, Excel, Word, or PDF format.

Columns

Class list columns field descriptions
Field Description

Edit

Edit the information of a class.

View

View the information of a class.

Class ID

Sort or search by Class ID.

Name

Sort or search by class Name.

For Project users: If your administrator configured Projects to autofill the Class field with the Task name, the task Description defaults to the class Name for increased visibility.

Parent ID

Sort or search by Parent ID.

Delete checkbox

Select or deselect to delete a class.