Classifications

Classifications are a way to tag your transactions for more meaningful reporting. The use cases are wide and varied, however common examples are classifying transactions by region, sales rep, or business division (see the example below). Classifications are non-mandatory.

To manage your classifications, go to Settings > General > Classifications

 

From here you can:

  • Add classifications
  • Edit classifications
  • Delete classifications (if they have not been used in a transaction)
  • Select a default classification 
  • Change the status of a classification (Active / Inactive)
  • View a history of changes that have been made to your classifications

How did we do?

Grossed-Up Transactions

Column Filters

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