Classifications ⛭

Classifications need to know

Classifications give you a method to segment information. In the Reports and on Searches in the Lists there are Classification filters.
Classifications are used throughout the system, including on Transactions in the General Ledger.
If you are familiar with QuickBooks, Classifications are similar to Classes.

Manually add Classifications

Go to, Setup>Configuration>General>Classification Types

Import Classifications

Classifications can be imported via the Import Classificaions Types template.
Setup > Import Data > Classification Types

Set Classifications

On their respective Classifications tab, you can set up to three classifications (aka classes) on Documents, Transactions and Items.