Class Tracking

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  • Updated 6 years ago
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I'm after some more information regarding the functionality of Class Tracking.
What we are after is being about the record Sales & Expenses by Division (predominantly Expenses given Sales Items are specific to a Division whereas Expenses can be purchased for multiple Divisions).
Will class accommodate this?
Any feedback in regards to experience of utilising Classes?
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Posted 6 years ago

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John G, Information Support Analyst

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Hi again Susan.

There is a good deal of information about Classes in the Help menu - just search for classes.

Classes are designed to track income and expense for the class and produce a Profit & Loss Report per class.  

Classes can be assigned on transactions and on item lines within a transaction.  

There are some reports that cater to classes, and on other reports you can add a Class column and Filter by Class.

It sounds like Classes will do what you are after.  

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Sally McIntosh, Accredited Consultant, Accredited Partner

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Hi Susan, If you are looking for some remote support training on setting this up and discussing this further if need be, please do not hesitate to email me at Kind regards, Sally